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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 %
WA
2101
WealthTrust Axiom
Pennsylvania
$830K +$38.3K +81 +5%
RCA
2102
Resonant Capital Advisors
Wisconsin
$825K +$44.4K +94 +6%
IP
2103
Intellectus Partners
California
$823K -$2.36K -5 -0.3%
AMG
2104
Asset Management Group
Connecticut
$820K +$2.84K +6 +0.3%
PCM
2105
Pointe Capital Management
Michigan
$820K -$52.9K -112 -6%
TA
2106
TCM Advisors
West Virginia
$819K -$806K – –
FCMC
2107
Founders Capital Management (Connecticut)
Connecticut
$818K – – –
PPP
2108
Private Portfolio Partners
New Jersey
$818K +$46.3K +98 +6%
EWM
2109
Evergreen Wealth Management
Michigan
$817K -$3.31K -7 -0.4%
CD
2110
Chapin Davis
Maryland
$817K +$101K +213 +14%
ANB
2111
Amarillo National Bank
Texas
$817K +$2.36K +5 +0.3%
LCGC
2112
Legacy Capital Group California
California
$816K +$816K +1,726 New
HBCM
2113
Heron Bay Capital Management
Michigan
$815K -$3.78K -8 -0.5%
JWM
2114
Jeppson Wealth Management
California
$814K – – –
FWTB
2115
First Western Trust Bank
Colorado
$813K -$11.8K -25 -1%
PFC
2116
Phocas Financial Corp
California
$813K +$80.3K +170 +11%
RFA
2117
Resurgent Financial Advisors
Georgia
$810K -$419K -886 -34%
TCB
2118
Texas Capital Bancshares
Texas
$809K +$8.03K +17 +1%
BFA
2119
BMS Financial Advisors
South Dakota
$804K +$75.6K +160 +10%
BCG
2120
Breakwater Capital Group
New Jersey
$803K +$232K +490 +41%
AIA
2121
Angeles Investment Advisors
California
$802K +$326K +690 +68%
MCM
2122
Monument Capital Management
Virginia
$800K -$433K -916 -35%
APA
2123
Astoria Portfolio Advisors
New York
$799K +$315K +638 +65%
TFA
2124
Triad Financial Advisors
North Carolina
$799K -$10.9K -23 -1%
BFO
2125
Biltmore Family Office
North Carolina
$798K +$11.3K +24 +1%
83 84
85
86 87