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UnitedHealth
UNH

Overview Fund Activity

3,393 hedge funds and large institutions have $436B invested in UnitedHealth in 2023 Q4 according to their latest regulatory filings, with 411 funds opening new positions, 1,415 increasing their positions, 1,233 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,393
Holders Change
+269
Holders Change %
+8.61%
% of All Funds
49.74%
Holding in Top 10
362
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-10.17%
% of All Funds
5.31%
New
411
Increased
1,415
Reduced
1,233
Closed
89
Calls
$4.6B
Puts
$4.41B
Net Calls
+$188M
Net Calls Change
-$269M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.39B
2
Jennison Associates
Jennison Associates
New York
+$629M
3
State Street
State Street
Massachusetts
+$575M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$430M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$331M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$929M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$736M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$436M
4
Bank of America
Bank of America
North Carolina
-$423M
5
Sanders Capital
Sanders Capital
Florida
-$417M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAMC
2476
Spectrum Asset Management (California)
California
$607K – – –
GC
2477
GFG Capital
Florida
$607K -$30K -57 -5%
G
2478
GenTrust
Florida
$606K – – –
PVH
2479
Psagot Value Holdings
Israel
$605K -$5.78K -11 -0.9%
DCM
2480
Dimension Capital Management
Florida
$603K +$603K +1,146 New
TA
2481
Tectonic Advisors
Texas
$603K +$2.11K +4 +0.4%
HCA
2482
Horan Capital Advisors
Ohio
$603K +$30K +57 +5%
DWM
2483
Darwin Wealth Management
Florida
$602K -$2.55M -4,849 -81%
VWWMG
2484
Vermillion & White Wealth Management Group
Pennsylvania
$601K +$601K +1,141 New
HWM
2485
Hemington Wealth Management
Virginia
$600K +$32.1K +61 +6%
PBO
2486
Peoples Bank (Ohio)
Ohio
$599K -$35.8K -68 -6%
MWM
2487
Modern Wealth Management
Kansas
$599K +$599K +1,138 New
APW
2488
Austin Private Wealth
Texas
$598K +$26.9K +51 +5%
NFSG
2489
Newbridge Financial Services Group
Florida
$597K +$87.9K +167 +17%
HWM
2490
Horizon Wealth Management
Illinois
$593K +$6.32K +12 +1%
SRC
2491
Sage Rhino Capital
California
$592K -$18.4K -35 -3%
MIM
2492
MTM Investment Management
South Carolina
$591K – – –
THL
2493
Tillman Hartley LLC
Colorado
$589K – – –
WPC
2494
Waters Parkerson & Co
Louisiana
$589K +$302K +574 +105%
FCCM
2495
First City Capital Management
Georgia
$585K -$68.4K -130 -10%
FCAS
2496
First Command Advisory Services
Texas
$585K -$7.37K -14 -1%
VCP
2497
Verus Capital Partners
Arizona
$585K -$116K -220 -17%
NL
2498
Navalign LLC
California
$585K -$46.3K -88 -7%
WTA
2499
Washington Trust Advisors
Massachusetts
$584K -$118K -225 -17%
ACM
2500
Arcataur Capital Management
Wisconsin
$584K – – –
98 99
100
101 102