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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 %
MSCM
2251
McElhenny Sheffield Capital Management
Texas
$642K +$19.4K +41 +3%
NRC
2252
New Republic Capital
North Carolina
$640K -$39.7K -84 -6%
GC
2253
GFG Capital
Florida
$639K -$18.5K -34 -3%
BWM
2254
Baystate Wealth Management
Massachusetts
$638K +$26.9K +57 +4%
PI
2255
Parkside Investments
Illinois
$636K +$472 +1 +0.1%
BCM
2256
Brown Capital Management
Maryland
$635K -$5.67K -12 -0.9%
BP
2257
BCK Partners
New York
$634K – – –
VNA
2258
Valley National Advisers
Pennsylvania
$634K -$121K -247 -16%
HFS
2259
Heritage Financial Services
Massachusetts
$627K +$22.2K +47 +4%
CI
2260
Carroll Investors
South Carolina
$623K – – –
V
2261
VeraBank
Texas
$622K -$109K -231 -15%
CCA
2262
Column Capital Advisors
Indiana
$622K +$191K +403 +44%
AWM
2263
AllSquare Wealth Management
New York
$620K +$44K +93 +8%
FIBT
2264
First International Bank & Trust
North Dakota
$619K +$22.2K +47 +4%
HFP
2265
Holistic Financial Partners
Indiana
$619K +$62.4K +132 +11%
EC
2266
EdgeRock Capital
Colorado
$618K +$43K +91 +7%
VWA
2267
Visionary Wealth Advisors
Illinois
$618K -$39.2K -83 -6%
WEPOG
2268
Wealth Enhancement & Preservation of GA
Georgia
$616K +$77K +163 +14%
SEIA
2269
Signature Estate & Investment Advisors
California
$615K -$25.5K -54 -4%
FMP
2270
Financial Management Professionals
Texas
$615K +$22.2K +47 +4%
IW
2271
Imprint Wealth
South Carolina
$613K +$613K +1,256 New
HCM
2272
Howland Capital Management
Massachusetts
$612K +$3.78K +8 +0.6%
FCCM
2273
First City Capital Management
Georgia
$611K – – –
AA
2274
Aire Advisors
California
$607K -$14.7K -31 -2%
AA
2275
Altman Advisors
Illinois
$607K -$825K -3,547 -58%
89 90
91
92 93