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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 %
OCM
2451
Objective Capital Management
Ohio
$457K +$13.7K +29 +3%
CFD
2452
Creative Financial Designs
Indiana
$457K +$472 +1 +0.1%
JSP
2453
Jackson Square Partners
California
$456K +$15.6K +33 +4%
FANJ
2454
Financial Architects (New Jersey)
New Jersey
$454K -$50.1K -106 -10%
BIA
2455
BHK Investment Advisors
Alabama
$454K +$52K +110 +13%
GC
2456
Gilbert & Cook
Iowa
$454K – – –
EWA
2457
Etesian Wealth Advisors
Oregon
$453K -$5.67K -12 -1%
AFG
2458
Allegheny Financial Group
Pennsylvania
$453K +$473 +1 +0.1%
WEG
2459
World Equity Group
Illinois
$452K +$299K +2,889 +194%
WPW
2460
Watershed Private Wealth
Illinois
$452K +$14.2K +30 +3%
KWM
2461
Kaydan Wealth Management
Michigan
$451K -$19.8K -42 -4%
KA
2462
Klingman & Associates
New York
$450K -$64.3K -136 -13%
RWI
2463
Red Wave Investments
Pennsylvania
$449K +$6.62K +14 +1%
CWA
2464
Canvas Wealth Advisors
Kansas
$449K +$116K +236 +35%
HNWAG
2465
High Net Worth Advisory Group
Florida
$448K +$7.09K +15 +2%
VST
2466
Van Strum & Towne
California
$447K – – –
BHBT
2467
Burke & Herbert Bank & Trust
Virginia
$446K -$5.67K -12 -1%
FWM
2468
Forza Wealth Management
Florida
$446K +$446K +943 New
JWM
2469
Janiczek Wealth Management
Colorado
$445K -$13.3K -26 -3%
LW
2470
Linscomb Wealth
Texas
$445K -$79.4K -168 -15%
PA
2471
Perennial Advisors
New York
$445K +$445K +941 New
3F
2472
360 Financial
Minnesota
$445K -$15.6K -33 -3%
SAF
2473
Smith Anglin Financial
Texas
$445K +$1.42K +3 +0.3%
SAM
2474
Synergy Asset Management
Washington
$444K -$23.2K -49 -5%
SIS
2475
Sound Income Strategies
Florida
$443K +$5.2K +11 +1%
97 98
99
100 101