UNH icon

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 %
HWA
2526
HHM Wealth Advisors
Tennessee
$565K – – –
SCM
2527
Steele Capital Management
Iowa
$563K +$563K +1,069 New
HCM
2528
Harvey Capital Management
Florida
$561K – – –
SCA
2529
STALEY CAPITAL ADVISERS
Pennsylvania
$560K -$4.74K -9 -0.8%
BC
2530
Barrett & Company
Rhode Island
$560K +$86.9K +165 +18%
NJBEST
2531
New Jersey Better Educational Savings Trust
New Jersey
$560K – – –
CP
2532
Castleview Partners
Texas
$559K +$149K +284 +36%
T
2533
TCWP
Ohio
$558K -$2.33M -4,422 -81%
GCM
2534
Gables Capital Management
Florida
$558K -$2.63K -5 -0.5%
VAF
2535
Values Added Financial
District of Columbia
$558K +$85.3K +162 +18%
SAM
2536
SignalPoint Asset Management
Missouri
$557K -$3.68K -7 -0.7%
BWA
2537
BlueChip Wealth Advisors
Georgia
$557K +$557K +1,057 New
VWM
2538
Valley Wealth Managers
New Jersey
$556K +$3.69K +7 +0.7%
FCIM
2539
Fairview Capital Investment Management
California
$556K – – –
FM
2540
Family Management
New York
$555K +$6.84K +13 +1%
HCA
2541
Heck Capital Advisors
Wisconsin
$555K -$50.5K -96 -8%
PCM
2542
Perritt Capital Management
Illinois
$554K -$49K -93 -8%
NERM
2543
New England Research & Management
Illinois
$553K -$1.8M -3,410 -76%
BWM
2544
BCS Wealth Management
Tennessee
$553K -$4.21K -8 -0.8%
RRCM
2545
Rappaport Reiches Capital Management
Illinois
$553K -$44.8K -85 -7%
TIA
2546
Traphagen Investment Advisors
New Jersey
$553K +$102K +193 +23%
BCM
2547
BluePath Capital Management
Georgia
$553K +$61.8K +115 +13%
AIM
2548
Alhambra Investment Management
Florida
$552K – – –
ACP
2549
Arcus Capital Partners
Georgia
$551K -$283K -537 -34%
BFA
2550
Bill Few Associates
Pennsylvania
$551K +$212K +402 +62%
100 101
102
103 104