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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 %
FSC
2276
Full Sail Capital
Oklahoma
$605K +$194K +410 +47%
MAM
2277
Marquette Asset Management
Minnesota
$604K – – –
WHCI
2278
W.H. Cornerstone Investments
Massachusetts
$603K -$917K -1,940 -60%
YDMI
2279
Y.D. More Investments
Israel
$601K +$59.1K +125 +11%
NP
2280
Ninepoint Partners
Ontario, Canada
$601K +$193K +408 +47%
CPC
2281
Congress Park Capital
New York
$600K +$376K +795 +167%
IWA
2282
Intercontinental Wealth Advisors
Texas
$600K +$14.2K +30 +2%
DI
2283
DDFG Inc
California
$599K -$3.78K -8 -0.6%
MFG
2284
Midwest Financial Group
Kansas
$598K +$598K +1,265 New
HCP
2285
Hexagon Capital Partners
Arkansas
$597K -$40.6K -86 -6%
SSWG
2286
Seven Springs Wealth Group
Tennessee
$596K – – –
CSC
2287
Caldwell Sutter Capital
California
$595K +$52K +110 +10%
GIA
2288
Guyasuta Investment Advisors
Pennsylvania
$593K -$6.62K -14 -1%
CG
2289
Clifford Group
Massachusetts
$591K +$7.09K +15 +1%
HWM
2290
Hemington Wealth Management
Virginia
$590K -$8.97K -19 -1%
GLA
2291
Good Life Advisors
Pennsylvania
$587K +$14.2K +30 +2%
BWA
2292
Bordeaux Wealth Advisors
California
$586K +$37.8K +80 +7%
LWP
2293
Lumature Wealth Partners
Georgia
$583K +$209K +443 +56%
PP
2294
PrairieView Partners
Minnesota
$582K -$54.8K -116 -9%
HPM
2295
Hoxton Planning & Management
West Virginia
$582K -$106K -225 -15%
BLC
2296
Brown, Lisle/Cummings
Rhode Island
$579K +$14.2K +30 +3%
VNIM
2297
Vaughan Nelson Investment Management
Texas
$579K +$194K +410 +50%
ACM
2298
Armbruster Capital Management
New York
$579K – – –
BBI
2299
Baxter Bros Inc
Connecticut
$578K -$52K -110 -8%
PVH
2300
Psagot Value Holdings
Israel
$572K -$643K -1,380 -53%
90 91
92
93 94