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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 %
IWA
2051
IVC Wealth Advisors
Pennsylvania
$900K -$1.36M -2,870 -60%
CRWM
2052
Castle Rock Wealth Management
California
$898K -$95.1K -194 -10%
PIM
2053
Profit Investment Management
Maryland
$896K – – –
GAM
2054
Gould Asset Management
California
$895K – – –
PP
2055
Patron Partners
Texas
$895K +$12.3K +26 +1%
BWA
2056
Blodgett Wealth Advisors
California
$894K -$4.73K -10 -0.5%
CPA
2057
Cardiff Park Advisors
California
$893K – – –
AT
2058
Avalon Trust
New Mexico
$892K +$892K +1,888 New
GHA
2059
GW Henssler & Associates
Georgia
$892K +$62.9K +133 +8%
BC
2060
Bowman & Company
Wisconsin
$891K +$44.4K +94 +5%
SOS
2061
Silver Oak Securities
Tennessee
$885K -$233K -493 -21%
CAM
2062
Campion Asset Management
Virginia
$884K – – –
CGFA
2063
Colton Groome Financial Advisors
North Carolina
$883K +$375K +794 +74%
DA
2064
Detalus Advisors
Missouri
$881K -$4.73K -10 -0.5%
SW
2065
SMART Wealth
Nebraska
$880K -$40.6K -86 -4%
WFC
2066
Western Financial Corp
California
$877K -$245K -518 -22%
KLCM
2067
KG&L Capital Management
Louisiana
$877K +$454K +961 +107%
EP
2068
Edgestream Partners
New Jersey
$869K -$3.68M -7,780 -81%
MWC
2069
MBM Wealth Consultants
Missouri
$869K – – –
BMM
2070
Buffington Mohr McNeal
Idaho
$867K +$8.04K +17 +0.9%
SQA
2071
Simon Quick Advisors
New Jersey
$866K +$275K +582 +47%
VEA
2072
Virtus ETF Advisers
New York
$863K +$181K +382 +26%
FSA
2073
Franklin Street Advisors
North Carolina
$862K -$145K -307 -14%
PAG
2074
Paladin Advisory Group
Iowa
$861K +$861K +1,821 New
OHWP
2075
Oak Harbor Wealth Partners
North Carolina
$859K +$109K +231 +15%
81 82
83
84 85