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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 %
THL
2351
Tillman Hartley LLC
Colorado
$529K – – –
BBNB
2352
Baker Boyer National Bank
Washington
$528K – – –
FH
2353
FWG Holdings
Florida
$527K -$60.5K -128 -10%
MSWM
2354
McGlone Suttner Wealth Management
Wisconsin
$527K +$21.8K +46 +4%
NRI
2355
NFP Retirement Inc
California
$526K +$473 +1 +0.1%
SFP
2356
Sandbox Financial Partners
Maryland
$526K +$18.9K +40 +4%
VP
2357
Verum Partners
North Carolina
$526K -$6.62K -14 -1%
BWM
2358
Birchcreek Wealth Management
Ohio
$525K +$130K +276 +33%
HWM
2359
Horizon Wealth Management
Illinois
$524K -$196K -414 -27%
BWA
2360
Brave Warrior Advisors
New York
$523K -$47.3K -100 -8%
OTL
2361
Oak Thistle LLC
New York
$522K +$522K +1,105 New
CBA
2362
Coastal Bridge Advisors
Connecticut
$521K +$472 +1 +0.1%
FWM
2363
FFT Wealth Management
Pennsylvania
$521K +$75.6K +160 +17%
SFWC
2364
Strategic Family Wealth Counselors
New Jersey
$520K – – –
BO
2365
Bank OZK
Arkansas
$520K -$28.8K -61 -5%
EWA
2366
EP Wealth Advisors
California
$520K -$25.3M -46,443 -98%
FAT
2367
First American Trust
California
$520K +$14.2K +30 +3%
ZIG
2368
Zuckerman Investment Group
Illinois
$518K +$21.3K +45 +4%
LWP
2369
Laurel Wealth Planning
Minnesota
$515K – – –
FC
2370
Financial Consulate
Maryland
$513K -$13.2K -28 -3%
PFA
2371
Pathway Financial Advisors
Vermont
$513K – – –
IWM
2372
Iams Wealth Management
Nebraska
$512K +$237K +505 +86%
GG
2373
Greenwood Gearhart
Arkansas
$511K -$60.5K -128 -11%
CWS
2374
Cypress Wealth Services
California
$511K -$6.14K -13 -1%
PHAM
2375
Palisades Hudson Asset Management
Florida
$510K -$6.15K -13 -1%
93 94
95
96 97