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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 %
ECU
2076
Eisler Capital (US)
New York
$859K +$859K +1,817 New
DCM
2077
DGS Capital Management
New Jersey
$857K -$76.1K -161 -8%
SC
2078
Soundwatch Capital
Connecticut
$857K +$797K +1,686 +1,328%
MFWP
2079
Mosaic Family Wealth Partners
Missouri
$856K +$1.89K +4 +0.2%
KOCAA
2080
Knights of Columbus Asset Advisors
Connecticut
$855K +$945 +2 +0.1%
FPF
2081
First Pacific Financial
Washington
$855K -$4.25K -9 -0.5%
WPA
2082
West Paces Advisors
Georgia
$854K -$1.89K -4 -0.2%
LTAS
2083
Linden Thomas Advisory Services
North Carolina
$854K +$28.4K +60 +3%
BWP
2084
BSW Wealth Partners
Colorado
$852K -$1.42K -3 -0.2%
PFG
2085
Prosperity Financial Group
California
$850K +$2.84K +6 +0.3%
DI
2086
DAGCO Inc
Ohio
$849K -$20.8K -44 -2%
SPW
2087
Sonoma Private Wealth
California
$848K -$2.84K -6 -0.3%
SIM
2088
SSI Investment Management
California
$847K -$199K -421 -19%
AA
2089
Argent Advisors
Louisiana
$847K +$6.62K +14 +0.8%
AWS
2090
Aspen Wealth Strategies
Colorado
$846K -$945 -2 -0.1%
FAG
2091
Fortitude Advisory Group
Washington
$845K +$60K +127 +8%
NB
2092
Northwest Bancshares
Pennsylvania
$844K -$5.67K -12 -0.7%
CAMV
2093
Concord Asset Management (Virginia)
Virginia
$844K +$844K +1,785 New
GAA
2094
Global Assets Advisory
Florida
$843K -$25.7K -51 -3%
TWA
2095
TCI Wealth Advisors
Arizona
$842K +$13.2K +28 +2%
CC
2096
Cannell & Co
New York
$841K – – –
FPAS
2097
Focus Partners Advisor Solutions
Missouri
$840K -$543K -1,149 -39%
GSEP
2098
Golden State Equity Partners
California
$836K +$836K +1,768 New
RWS
2099
Resolute Wealth Strategies
Mississippi
$835K +$835K +1,765 New
KWA
2100
Kellett Wealth Advisors
Ohio
$832K – – –
82 83
84
85 86