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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 %
TPWM
2501
Twelve Points Wealth Management
Massachusetts
$584K +$54.2K +103 +10%
HP
2502
Hyperion Partners
Pennsylvania
$583K -$15.8K -30 -3%
XS
2503
XR Securities
Illinois
$582K +$340K +646 +141%
ILI
2504
Invesco LLC (Illinois)
Illinois
$581K +$16.3K +31 +3%
IIC
2505
Integrated Investment Consultants
Michigan
$580K +$21.6K +41 +4%
ZIG
2506
Zuckerman Investment Group
Illinois
$580K -$8.95K -17 -2%
SFWC
2507
Strategic Family Wealth Counselors
New Jersey
$579K -$527 -1 -0.1%
KI
2508
Kapitalo Investimentos
Brazil
$579K +$446K +848 +337%
SI
2509
Seeds Investor
New York
$577K +$577K +1,096 New
DF
2510
Donoghue Forlines
Massachusetts
$576K -$251K -477 -30%
NWM
2511
Northwest Wealth Management
Iowa
$575K +$10K +19 +2%
RVPG
2512
Relative Value Partners Group
$575K +$8.42K +16 +1%
RBFC
2513
Roman Butler Fullerton & Co
Missouri
$573K -$187K -372 -25%
MAP
2514
Moody Aldrich Partners
Massachusetts
$573K -$26.3K -50 -4%
COCM
2515
Charter Oak Capital Management
New Hampshire
$573K +$1.05K +2 +0.2%
QPWM
2516
Quadrant Private Wealth Management
Pennsylvania
$571K -$50.5K -96 -8%
Members Trust
2517
Members Trust
Florida
$570K +$26.8K +51 +5%
MBI
2518
May Barnhard Investments
Maryland
$569K +$569K +1,080 New
FBT
2519
First Bank & Trust
South Dakota
$569K +$80.6K +153 +17%
LA
2520
Lifeworks Advisors
Michigan
$568K +$25.3K +48 +5%
PHAM
2521
Palisades Hudson Asset Management
Florida
$567K – – –
UL
2522
Unionview LLC
Washington
$566K -$3.69K -7 -0.6%
RIG
2523
Renaissance Investment Group
Massachusetts
$566K +$5.27K +10 +0.9%
LI
2524
Lafayette Investments
Maryland
$566K -$10.5K -20 -2%
IIM
2525
Ipswich Investment Management
Massachusetts
$565K +$26.3K +50 +5%
99 100
101
102 103