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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 %
SW
2001
SkyOak Wealth
Michigan
$986K +$619K +1,309 +168%
JGIA
2002
Jackson Grant Investment Advisers
Connecticut
$984K -$16.5K -35 -2%
CB
2003
CNB Bank
Pennsylvania
$983K +$106K +225 +12%
CST
2004
Charles Schwab Trust
Nevada
$982K -$875K -1,851 -47%
VWM
2005
Vigilare Wealth Management
Arizona
$981K -$130K -276 -12%
CYG
2006
Clean Yield Group
Vermont
$980K -$18.9K -40 -2%
PFGIA
2007
Patriot Financial Group Insurance Agency
Massachusetts
$979K +$102K +216 +12%
SAM
2008
Sompo Asset Management
Japan
$974K +$118K +250 +14%
AWM
2009
Angeles Wealth Management
California
$971K -$1.22M -2,573 -56%
TCM
2010
Teza Capital Management
Illinois
$971K +$971K +2,055 New
FCAG
2011
First Capital Advisors Group
New Jersey
$969K -$216K -456 -18%
EHC
2012
Everett Harris & Co
California
$967K +$83.6K +177 +9%
AB
2013
Atlas Brown
Kentucky
$962K – – –
CFO
2014
CVA Family Office
Colorado
$957K +$73.7K +156 +8%
ES
2015
Eagle Strategies
New York
$956K +$727K +1,538 +317%
MAM
2016
McLean Asset Management
Virginia
$956K -$56.7K -120 -6%
SFG
2017
Sovereign Financial Group
Connecticut
$955K +$37.3K +79 +4%
FOA
2018
Five Oceans Advisors
California
$953K -$301K -636 -24%
LIG
2019
Lokken Investment Group
Delaware
$948K +$15.1K +32 +2%
CG
2020
Carmignac Gestion
France
$945K – – –
SFB
2021
STAR Financial Bank
Indiana
$944K – – –
JF
2022
JSF Financial
California
$944K +$78K +165 +9%
CF
2023
Copperwynd Financial
Arizona
$941K +$17.5K +37 +2%
DEM
2024
Disciplined Equity Management
Florida
$940K +$24.6K +52 +3%
AMM
2025
American Money Management
California
$938K -$33.1K -70 -3%
79 80
81
82 83