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 %
FCM
2576
Fogel Capital Management
Florida
$525K +$525K +1,009 New
CIG
2577
Cascade Investment Group
Colorado
$524K +$15.8K +30 +3%
AWA
2578
Amplius Wealth Advisors
Pennsylvania
$523K +$20K +38 +4%
CBA
2579
Coastal Bridge Advisors
Connecticut
$523K +$10.5K +20 +2%
MC
2580
Miramar Capital
Illinois
$522K -$69K -131 -12%
NPP
2581
New Potomac Partners
Maryland
$521K +$521K +989 New
AGWCA
2582
Annis Gardner Whiting Capital Advisors
Florida
$519K +$36.3K +69 +8%
CVM
2583
Cheviot Value Management
California
$519K – – –
BFS
2584
Burr Financial Services
California
$518K +$518K +1,002 New
AWG
2585
Altus Wealth Group
Colorado
$518K -$11.1K -21 -2%
LW
2586
Linscomb Wealth
Texas
$515K -$103K -195 -17%
EWA
2587
Etesian Wealth Advisors
Oregon
$514K +$11K +21 +2%
TWP
2588
Tower Wealth Partners
Pennsylvania
$513K -$2.11K -4 -0.4%
NPT
2589
Nixon Peabody Trust
Massachusetts
$513K +$250K +475 +95%
AC
2590
Apella Capital
Connecticut
$512K +$3.82K +7 +0.8%
RCM
2591
Raleigh Capital Management
North Carolina
$512K +$59K +112 +13%
CCP
2592
Cassia Capital Partners
North Carolina
$511K +$25.3K +48 +5%
GCA
2593
Genesee Capital Advisors
New York
$511K +$68.4K +130 +15%
PCMC
2594
Private Capital Management (Colorado)
Colorado
$511K +$98.5K +187 +24%
MS
2595
Maven Securities
Jersey
$510K +$510K +968 New
SCA
2596
Sandy Cove Advisors
Massachusetts
$509K +$104K +198 +26%
HVP
2597
Hudson Value Partners
Florida
$508K +$58.4K +111 +13%
DS
2598
DRW Securities
Illinois
$505K -$1.24M -2,349 -71%
GG
2599
Greenwood Gearhart
Arkansas
$505K – – –
IW
2600
Imprint Wealth
South Carolina
$504K -$15.3K -30 -3%
102 103
104
105 106