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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 %
PCM
2026
Presidio Capital Management
California
$934K -$75.6K -160 -7%
KFA
2027
Kelleher Financial Advisors
New York
$933K – – –
BCP
2028
Berkeley Capital Partners
Georgia
$930K +$16.1K +34 +2%
1W
2029
1776 Wealth
Georgia
$930K +$6.14K +13 +0.7%
TYCC
2030
Texas Yale Capital Corp
Florida
$929K -$451K -955 -33%
RWPA
2031
Richard W. Paul & Associates
Michigan
$927K +$33.6K +71 +4%
FFWA
2032
FRG Family Wealth Advisors
Washington
$926K – – –
JGCM
2033
Joseph Group Capital Management
Ohio
$924K +$122K +259 +15%
CIP
2034
Convergence Investment Partners
Florida
$923K -$195K -413 -17%
OFS
2035
OneAscent Financial Services
Alabama
$922K -$53.8K -114 -6%
EFM
2036
E Fund Management
China
$922K -$27.4K -58 -3%
RPWA
2037
Regent Peak Wealth Advisors
Georgia
$920K -$134K -284 -13%
MPCL
2038
My Personal CFO LLC
Washington
$918K +$917K +1,941 +194,100%
TIA
2039
Tandem Investment Advisors
South Carolina
$916K +$191K +404 +26%
AC
2040
ASB Consultores
Florida
$915K -$281K -594 -23%
RZH
2041
Relyea Zuckerberg Hanson
Connecticut
$912K +$61K +129 +7%
AMC
2042
Asset Management Corp
Illinois
$912K +$187K +395 +26%
ICM
2043
Islay Capital Management
Texas
$910K +$261K +553 +40%
SAS
2044
Stelac Advisory Services
New York
$910K -$5.67K -12 -0.6%
CBNLCF
2045
Cognios Beta Neutral Large Cap Fund
Kansas
$910K +$64.5K +137 +8%
VWMG
2046
Virginia Wealth Management Group
Virginia
$906K +$472 +1 +0.1%
APG
2047
Abacus Planning Group
South Carolina
$906K +$26.9K +57 +3%
AFT
2048
Alpha Family Trust
California
$905K +$85.1K +180 +10%
SI
2049
Saxon Interests
Texas
$900K +$31.2K +66 +4%
SICM
2050
Sustainable Insight Capital Management
New York
$900K +$43K +91 +5%
80 81
82
83 84