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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 %
SGK
2376
Steigerwald Gordon & Koch
Virginia
$508K +$6.14K +13 +1%
UL
2377
Unionview LLC
Washington
$508K +$7.09K +15 +1%
FBT
2378
First Bank & Trust
South Dakota
$507K -$19.8K -42 -4%
FCB
2379
First Command Bank
Texas
$507K -$16.5K -35 -3%
FCFS
2380
First Command Financial Services
Texas
$507K -$16.5K -35 -3%
NWM
2381
Northwest Wealth Management
Iowa
$507K +$177K +375 +54%
AP
2382
Adero Partners
California
$506K +$38.3K +81 +8%
LA
2383
Latitude Advisors
Florida
$506K +$59.1K +125 +13%
DCM
2384
Dimension Capital Management
Florida
$506K +$15.1K +32 +3%
BDF
2385
Black Diamond Financial
Maryland
$505K +$18.9K +40 +4%
QPWM
2386
Quadrant Private Wealth Management
Pennsylvania
$504K +$2.36K +5 +0.5%
LSC
2387
Lesa Sroufe & Co
Washington
$503K – – –
NJBEST
2388
New Jersey Better Educational Savings Trust
New Jersey
$502K – – –
LA
2389
Lifeworks Advisors
Michigan
$502K +$43.5K +92 +9%
RCM
2390
Riverpark Capital Management
New York
$502K +$502K +1,062 New
FVWA
2391
Foster Victor Wealth Advisors
South Carolina
$500K +$14.8K +30 +3%
NWA
2392
New World Advisors
Massachusetts
$500K +$126K +267 +34%
EFG
2393
Ethos Financial Group
Pennsylvania
$499K -$126K -267 -20%
FCIM
2394
Fairview Capital Investment Management
California
$499K +$59.5K +126 +14%
SIMM
2395
Stillwater Investment Management (Minnesota)
Minnesota
$498K +$1.42K +3 +0.3%
ST
2396
Sentinel Trust
Texas
$496K +$496K +1,050 New
AIM
2397
Alhambra Investment Management
Florida
$496K – – –
COCM
2398
Charter Oak Capital Management
New Hampshire
$495K +$28.8K +61 +6%
RCG
2399
Regatta Capital Group
California
$495K – – –
GPI
2400
General Partner Inc
Pennsylvania
$494K – – –
94 95
96
97 98