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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 %
WTA
2151
Washington Trust Advisors
Massachusetts
$764K -$95K -201 -11%
HIM
2152
Hillsdale Investment Management
Ontario, Canada
$764K +$56.7K +120 +8%
TGAM
2153
TBH Global Asset Management
Tennessee
$764K +$764K +1,616 New
AAP
2154
Arax Advisory Partners
Colorado
$763K +$96K +203 +14%
CCA
2155
Childress Capital Advisors
Texas
$762K -$1.05M -2,225 -58%
EA
2156
Eudaimonia Advisors
Tennessee
$762K -$23.6K -50 -3%
MCA
2157
Magnolia Capital Advisors
Mississippi
$759K +$71.8K +152 +10%
WW
2158
Waterfront Wealth
Kansas
$758K +$35.4K +75 +5%
WCM
2159
WealthBridge Capital Management
Ohio
$758K +$39.7K +84 +6%
TCM
2160
Traynor Capital Management
Pennsylvania
$757K -$2.36K -5 -0.3%
AFG
2161
ABLE Financial Group
Arizona
$756K +$756K +1,600 New
CIAS
2162
CFS Investment Advisory Services
New Jersey
$756K +$101K +213 +15%
UCB
2163
United Community Bank
South Carolina
$754K +$3.78K +8 +0.5%
4WM
2164
44 Wealth Management
Oregon
$753K -$138K -291 -15%
WA
2165
Waddell & Associates
Tennessee
$748K -$16.1K -34 -2%
TFCP
2166
Twin Focus Capital Partners
Massachusetts
$747K +$6.62K +14 +0.9%
SWA
2167
SFMG Wealth Advisors
Texas
$746K +$3.78K +8 +0.5%
WWP
2168
WR Wealth Planners
Missouri
$746K +$455K +962 +156%
CWM
2169
Cornerstone Wealth Management
Missouri
$744K +$744K +1,574 New
TAM
2170
Titleist Asset Management
Texas
$744K +$744K +1,573 New
ISWM
2171
Independent Solutions Wealth Management
New York
$742K -$511K -1,081 -41%
CWP
2172
Concord Wealth Partners
Virginia
$742K +$371K +785 +100%
AC
2173
Avory & Company
Florida
$741K -$129K -273 -15%
OFS
2174
Oldfather Financial Services
Nebraska
$739K +$5.67K +12 +0.8%
CFO
2175
Collective Family Office
Pennsylvania
$737K -$22.2K -47 -3%
85 86
87
88 89