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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 %
PPWM
2551
Paragon Private Wealth Management
Kentucky
$549K +$79K +150 +17%
SFP
2552
Sandbox Financial Partners
Maryland
$543K +$11.1K +21 +2%
HCM
2553
Hengehold Capital Management
Ohio
$543K – – –
HWM
2554
HFR Wealth Management
New York
$542K +$57.9K +110 +12%
OFG
2555
Oxford Financial Group
Indiana
$541K -$83.2K -158 -13%
RWG
2556
Regal Wealth Group
California
$540K – – –
SF
2557
SWP Financial
California
$540K +$540K +1,026 New
LSC
2558
Lesa Sroufe & Co
Washington
$540K -$5.27K -10 -1%
BDF
2559
Black Diamond Financial
Maryland
$539K -$21.6K -41 -4%
LI
2560
LVZ Inc
Michigan
$538K +$538K +1,023 New
GC
2561
Garde Capital
Washington
$538K -$486K -923 -47%
KA
2562
Klingman & Associates
New York
$536K -$22.1K -42 -4%
BFC
2563
Bedel Financial Consulting
Indiana
$535K +$8.42K +16 +2%
GPI
2564
General Partner Inc
Pennsylvania
$534K – – –
IDA
2565
Intelligence Driven Advisers
California
$533K +$141K +276 +36%
SAM
2566
Seelaus Asset Management
New Jersey
$533K – – –
HNWAG
2567
High Net Worth Advisory Group
Florida
$531K -$40.6K -77 -7%
3F
2568
360 Financial
Minnesota
$530K – – –
KWM
2569
KFG Wealth Management
Indiana
$529K -$19K -36 -3%
AF
2570
Aldebaran Financial
$529K – – –
CWP
2571
Core Wealth Partners
California
$529K -$9.48K -18 -2%
LWMG
2572
Levy Wealth Management Group
Pennsylvania
$528K +$1.05K +2 +0.2%
EPA
2573
Element Pointe Advisors
Florida
$526K +$80.6K +153 +18%
LWL
2574
Leo Wealth LLC
Texas
$525K +$525K +1,010 New
PKC
2575
Palmer Knight Company
Florida
$525K +$17.9K +34 +4%
101 102
103
104 105