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UnitedHealth
UNH

Overview Fund Activity

3,094 hedge funds and large institutions have $383B invested in UnitedHealth in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 1,387 increasing their positions, 1,239 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,094
Holders Change
-50
Holders Change %
-1.59%
% of All Funds
49.52%
Holding in Top 10
404
Holding in Top 10 Change
-178
Holding in Top 10 Change %
-30.58%
% of All Funds
6.47%
New
167
Increased
1,387
Reduced
1,239
Closed
145
Calls
$3.97B
Puts
$3.05B
Net Calls
+$917M
Net Calls Change
+$882M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$865M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$532M
3
Renaissance Technologies
Renaissance Technologies
New York
+$431M
4
GQG Partners
GQG Partners
Florida
+$415M
5
FCM
Farallon Capital Management
California
+$409M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.37B
2
M1FG
Mach-1 Financial Group
Arkansas
-$1.35B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.23B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.15B
5
Barclays
Barclays
United Kingdom
-$1.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
MBT
1976
Montecito Bank & Trust
California
$1.03M +$74.7K +158 +8%
VI
1977
Versor Investments
New York
$1.03M +$1.03M +2,180 New
EP
1978
EPIQ Partners
Minnesota
$1.03M – – –
EWS
1979
Evergreen Wealth Solutions
Pennsylvania
$1.03M -$9.93K -21 -1%
FP
1980
Fiduciary Planning
Florida
$1.03M +$2.36K +5 +0.2%
PWM
1981
PBMares Wealth Management
Virginia
$1.02M – – –
DTL
1982
Dynamic Technology Lab
Singapore
$1.02M -$766K -1,620 -43%
BAG
1983
Briggs Advisory Group
Rhode Island
$1.02M +$2.36K +5 +0.2%
SPWG
1984
Syntegra Private Wealth Group
Missouri
$1.02M +$8.03K +17 +0.8%
WMA
1985
Wealth Management Associates
New Jersey
$1.02M +$7.56K +16 +0.7%
HHGA
1986
Halbert Hargrove Global Advisors
California
$1.02M -$4.73K -10 -0.5%
FI
1987
Financial Insights
Washington
$1.02M +$194K +410 +24%
Harris Associates
1988
Harris Associates
Illinois
$1.02M -$214K -453 -17%
HI
1989
Hoey Investments
Pennsylvania
$1.02M -$172K -364 -14%
AT
1990
Arvest Trust
Oklahoma
$1.02M +$65.2K +138 +7%
CF
1991
Clarity Financial
Texas
$1.01M -$6.68M -14,135 -87%
PB
1992
Pinnacle Bancorp
Nebraska
$1.01M +$8.98K +19 +0.9%
AIC
1993
Archer Investment Corporation
Indiana
$1M +$105K +224 +12%
CPWA
1994
Cerro Pacific Wealth Advisors
California
$996K +$37.8K +80 +4%
CW
1995
Channel Wealth
California
$995K +$995K +2,105 New
LAIC
1996
Lederer & Associates Investment Counsel
California
$994K +$18.9K +40 +2%
MTC
1997
McDaniel Terry & Co
Texas
$994K +$20.3K +43 +2%
MMM
1998
Mendel Money Management
Illinois
$993K +$368K +778 +59%
AFP
1999
Ausdal Financial Partners
Iowa
$993K +$18.4K +39 +2%
THWM
2000
Taylor Hoffman Wealth Management
Virginia
$992K – – –
78 79
80
81 82