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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 %
TPWA
2201
TRUE Private Wealth Advisors
Oregon
$708K +$11.8K +25 +2%
JCM
2202
Jacobsen Capital Management
Utah
$707K +$707K +1,497 New
WAM
2203
Walker Asset Management
Missouri
$706K +$2.36K +5 +0.3%
ACP
2204
Arcus Capital Partners
Georgia
$704K +$1.42K +3 +0.2%
SA
2205
SRN Advisors
Pennsylvania
$701K -$14.1K -30 -2%
VWM
2206
Valley Wealth Managers
New Jersey
$698K -$90.7K -192 -11%
APC
2207
Aspire Private Capital
North Carolina
$698K +$3.78K +8 +0.5%
MC
2208
Miramar Capital
Illinois
$697K -$30.7K -65 -4%
SB
2209
Sunflower Bank
Texas
$695K -$31.7K -67 -4%
FAM
2210
Formidable Asset Management
Ohio
$694K +$48K +100 +7%
FAFN
2211
First Affirmative Financial Network
Colorado
$693K -$8.5K -18 -1%
RCG
2212
Rock Creek Group
District of Columbia
$687K -$36.4K -77 -5%
SAM
2213
Strategy Asset Managers
California
$686K -$186K -394 -21%
FFA
2214
Fairfield Financial Advisors
Massachusetts
$685K +$500K +1,064 +271%
BCM
2215
Beck Capital Management
Texas
$684K -$887K -1,877 -56%
VWA
2216
V Wealth Advisors
Kansas
$680K +$51.5K +109 +8%
TF
2217
Tompkins Financial
New York
$679K – – –
KCM
2218
Kanawha Capital Management
Virginia
$676K -$13.7K -29 -2%
JWWM
2219
Johnson & White Wealth Management
Pennsylvania
$675K +$675K +1,428 New
SP
2220
Successful Portfolios
Florida
$671K -$26.5K -56 -4%
SFPG
2221
Stonebridge Financial Planning Group
Florida
$671K +$141K +299 +27%
SPFA
2222
Summit Place Financial Advisors
New Jersey
$670K -$13.2K -28 -2%
IIC
2223
Integrated Investment Consultants
Michigan
$669K -$16.5K -35 -2%
CCM
2224
Compton Capital Management
Rhode Island
$669K -$1.41M -2,985 -68%
IAMOG
2225
Investors Asset Management of Georgia
Georgia
$667K -$1.89K -4 -0.3%
87 88
89
90 91