UNH icon

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 %
MA
2326
Modus Advisors
Minnesota
$553K +$15.1K +32 +3%
D
2327
Dentgroup
Louisiana
$552K -$8.04K -17 -1%
KIG
2328
Kowal Investment Group
Wisconsin
$551K -$33.1K -70 -6%
BWP
2329
Balboa Wealth Partners
Arizona
$551K -$113K -239 -17%
SOW
2330
State of Wyoming
Wyoming
$551K -$454K -960 -45%
HCP
2331
Holt Capital Partners
Texas
$551K – – –
G
2332
GenTrust
Florida
$551K +$262K +555 +91%
SL
2333
Salomon & Ludwin
Virginia
$550K – – –
RRCM
2334
Rappaport Reiches Capital Management
Illinois
$550K -$473 -1 -0.1%
VC
2335
Veracity Capital
Georgia
$548K +$5.2K +11 +1%
SAMC
2336
Spectrum Asset Management (California)
California
$545K +$69.9K +148 +15%
RBFC
2337
Roman Butler Fullerton & Co
Missouri
$543K -$1.21M -2,468 -69%
TA
2338
Tectonic Advisors
Texas
$542K -$19.4K -41 -3%
AFG
2339
Alterity Financial Group
Maine
$542K +$14.2K +30 +3%
QT
2340
Quantamental Technologies
New York
$540K +$540K +1,142 New
CFFP
2341
Center for Financial Planning
Michigan
$539K +$26.9K +57 +5%
MCA
2342
MSH Capital Advisors
Arizona
$539K +$473 +1 +0.1%
HP
2343
Hyperion Partners
Pennsylvania
$537K +$17K +36 +3%
WWM
2344
Windsor Wealth Management
Indiana
$536K – – –
SPP
2345
Single Point Partners
Massachusetts
$534K +$53.4K +113 +11%
RWB
2346
RMR Wealth Builders
New Jersey
$531K +$227K +481 +75%
MIM
2347
MTM Investment Management
South Carolina
$531K -$491K -1,039 -48%
DDPIC
2348
Deroy & Devereaux Private Investment Counsel
Michigan
$530K – – –
WI
2349
Wedgewood Investors
Pennsylvania
$530K +$9.92K +21 +2%
FM
2350
Family Management
New York
$529K -$43.5K -92 -8%
92 93
94
95 96