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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 %
IIA
2176
ICW Investment Advisors
Arizona
$737K +$69.5K +147 +10%
LL
2177
LWMG LLC
Minnesota
$735K -$945 -2 -0.1%
PWMG
2178
Provence Wealth Management Group
California
$732K +$161K +341 +28%
SFG
2179
Sunburst Financial Group
Alabama
$731K -$18.9K -40 -3%
DA
2180
DCM Advisors
New York
$728K -$29.8K -63 -4%
LCM
2181
Lewis Capital Management
California
$728K – – –
FPWM
2182
FSB Premier Wealth Management
Iowa
$726K -$69K -146 -9%
CFG
2183
Cooper Financial Group
California
$726K -$48.2K -102 -6%
FA
2184
Faithward Advisors
Pennsylvania
$725K +$725K +1,483 New
BSAM
2185
Blue Square Asset Management
New York
$724K +$377K +798 +109%
QFA
2186
Quantum Financial Advisors
California
$723K -$44K -93 -6%
SFG
2187
Sather Financial Group
Texas
$723K -$20.8K -44 -3%
BA
2188
Ballast Advisors
Minnesota
$723K +$39.7K +84 +6%
LAM
2189
LifePro Asset Management
California
$718K +$6.36K +12 +0.9%
CA
2190
Crewe Advisors
Utah
$717K -$7.56K -16 -1%
CPRC
2191
Consolidated Portfolio Review Corp
New York
$715K +$715K +1,514 New
FTWA
2192
Fifth Third Wealth Advisors
Ohio
$715K +$715K +1,513 New
FPA
2193
First Pacific Advisors
California
$714K – – –
AA
2194
Advisory Alpha
Michigan
$713K -$14.2K -30 -2%
IA
2195
Insight Advisors
Pennsylvania
$713K -$14.2K -30 -2%
DIP
2196
DT Investment Partners
Pennsylvania
$712K – – –
TWM
2197
Thrive Wealth Management
Pennsylvania
$711K -$2.36K -5 -0.3%
CCA
2198
Catalyst Capital Advisors
New York
$709K -$6.27M -13,275 -90%
FP
2199
Factorial Partners
New York
$709K +$709K +1,500 New
FHC
2200
First Heartland Consultants
Missouri
$709K +$21.8K +46 +3%
86 87
88
89 90