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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 %
PBO
2301
Peoples Bank (Ohio)
Ohio
$571K -$60.5K -128 -10%
SGI
2302
Summit Global Investments
Utah
$570K +$152K +322 +36%
GHAM
2303
Gilman Hill Asset Management
Connecticut
$570K -$28.8K -61 -5%
HCA
2304
Harbor Capital Advisors
Illinois
$569K -$27.9K -59 -5%
DMBA
2305
Deseret Mutual Benefit Administrators
Utah
$568K -$5.67K -12 -1%
WT
2306
Washington Trust
Rhode Island
$568K +$945 +2 +0.2%
IFPG
2307
Intrepid Financial Planning Group
Indiana
$567K – – –
EFI
2308
EHP Funds Inc
Canada
$567K +$142K +300 +33%
BHCM
2309
Boulder Hill Capital Management
New York
$567K +$567K +1,200 New
IHWM
2310
Iron Horse Wealth Management
Iowa
$566K +$1.89K +4 +0.3%
CFMC
2311
Curbstone Financial Management Corp
New Hampshire
$566K +$10.4K +22 +2%
PWM
2312
Penobscot Wealth Management
Maine
$566K – – –
SWA
2313
Sutton Wealth Advisors
Florida
$565K -$588K -1,244 -51%
AWG
2314
Altus Wealth Group
Colorado
$563K -$10.9K -23 -2%
I
2315
INVST
Indiana
$562K +$1.47K +3 +0.3%
DA
2316
Dillon & Associates
Michigan
$562K +$7.57K +16 +1%
BSB
2317
Bangor Savings Bank
Maine
$562K +$9.92K +21 +2%
H
2318
HoyleCohen
California
$561K +$11.3K +24 +2%
HCA
2319
Heck Capital Advisors
Wisconsin
$561K +$20.8K +44 +4%
FIM
2320
Fernwood Investment Management
Massachusetts
$560K -$28.4K -60 -5%
IA
2321
Inspire Advisors
Idaho
$560K +$30.3K +64 +6%
LGG
2322
Luts & Greenleigh Group
Maryland
$555K +$34K +72 +7%
RIG
2323
Renaissance Investment Group
Massachusetts
$555K -$220K -466 -28%
PCG
2324
Prosperity Consulting Group
Maryland
$555K -$153K -324 -22%
MCM
2325
Mendel Capital Management
Arkansas
$554K +$108K +229 +24%
91 92
93
94 95