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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 %
ORAM
2126
One River Asset Management
Connecticut
$793K -$529K -1,123 -40%
OPWM
2127
Oxinas Partners Wealth Management
Indiana
$793K -$25K -53 -3%
FPCP
2128
Fort Point Capital Partners
California
$793K -$57.2K -121 -7%
AIC
2129
Argus Investors Counsel
New York
$789K -$16.1K -34 -2%
CC
2130
Courier Capital
New York
$787K -$99.2K -210 -11%
GLLW
2131
Graves Light Lenhart Wealth
Virginia
$786K – – –
MCCA
2132
Mill Creek Capital Advisors
Pennsylvania
$786K -$55.3K -117 -7%
SFG
2133
Steward Financial Group
Texas
$785K +$58.6K +124 +8%
MCM
2134
MV Capital Management
Maryland
$785K +$30.7K +65 +4%
EA
2135
Emerald Advisers
Pennsylvania
$782K – – –
WP
2136
WMS Partners
Maryland
$782K +$7.09K +15 +0.9%
SC
2137
Steph & Co
Wisconsin
$782K +$71.8K +152 +10%
CAGAS
2138
Capital Advisory Group Advisory Services
Minnesota
$782K +$78.5K +166 +11%
BAAM
2139
Baker Avenue Asset Management
California
$780K -$3.11M -6,582 -80%
CIA
2140
Cape Investment Advisory
Georgia
$779K +$779K +1,649 New
1SB
2141
1ST Source Bank
Indiana
$778K -$39.7K -84 -5%
GTAM
2142
Global Trust Asset Management
Florida
$776K +$4.73K +10 +0.6%
CNB
2143
Camden National Bank
Maine
$776K -$13.2K -28 -2%
CAWM
2144
Capital Advisors Wealth Management
Washington
$774K -$40.2K -85 -5%
ACP
2145
Aveo Capital Partners
Colorado
$773K +$25.5K +54 +3%
ODFS
2146
O'Donnell Financial Services
California
$770K +$20.8K +44 +3%
PFT
2147
Providence First Trust
Arizona
$769K – – –
BFIM
2148
Beese Fulmer Investment Management
Ohio
$768K +$303K +642 +65%
FNBSF
2149
First National Bank Sioux Falls
South Dakota
$768K – – –
CA
2150
Crumly & Associates
Illinois
$765K +$17K +36 +2%
84 85
86
87 88