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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 %
CWM
2226
Castle Wealth Management
Florida
$664K +$136K +288 +26%
C
2227
CEDRUS
Colorado
$664K -$41.6K -88 -6%
BWM
2228
Baron Wealth Management
Michigan
$663K +$8.51K +18 +1%
ZIMP
2229
Zimmermann Investment Management & Planning
Pennsylvania
$662K +$9.93K +21 +2%
FDS
2230
First Dallas Securities
Texas
$662K +$236K +500 +56%
RFO
2231
RiverGlades Family Offices
Florida
$662K – – –
PSP
2232
Principal Street Partners
Tennessee
$661K -$162K -342 -20%
SRC
2233
Sage Rhino Capital
California
$661K +$12.8K +27 +2%
FNBOSM
2234
First National Bank of South Miami
Florida
$659K -$28.4K -60 -4%
TWM
2235
TriaGen Wealth Management
California
$656K -$21.3K -45 -3%
NA
2236
Navellier & Associates
Nevada
$656K +$1.89K +4 +0.3%
SWP
2237
Semus Wealth Partners
Florida
$655K +$1.42K +3 +0.2%
TNB
2238
Thomasville National Bank
Georgia
$653K +$17K +36 +3%
KC
2239
Kenfarb & Co
Kentucky
$653K -$35.4K -75 -5%
CCB
2240
Cutter & Co Brokerage
Missouri
$650K +$261K +553 +67%
SC
2241
Seldon Capital
California
$649K +$325K +687 +100%
ZIC
2242
ZWJ Investment Counsel
Georgia
$649K +$62.9K +133 +11%
SAM
2243
Seelaus Asset Management
New Jersey
$649K -$337K -669 -34%
VV
2244
Verity & Verity
South Carolina
$649K -$266K -562 -29%
WPC
2245
White Pine Capital
Minnesota
$649K +$9.45K +20 +1%
FNB
2246
Farmers National Bank
Kentucky
$648K +$5.67K +12 +0.9%
CCFM
2247
Clear Creek Financial Management
Washington
$645K +$17.5K +37 +3%
SFA
2248
Source Financial Advisors
New York
$644K -$134K -284 -17%
PCM
2249
Perritt Capital Management
Illinois
$643K – – –
SG Americas Securities
2250
SG Americas Securities
New York
$642K +$123K +261 +24%
88 89
90
91 92