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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 %
OPA
2626
Old Port Advisors
Maine
$485K +$17.4K +33 +4%
CB
2627
Centennial Bank
Arkansas
$484K +$5.79K +11 +1%
NECFA
2628
New England Capital Financial Advisors
Connecticut
$483K +$526 +1 +0.1%
PCH
2629
PGIM Custom Harvest
New Jersey
$481K +$43.2K +82 +10%
ML
2630
Mayport LLC
Massachusetts
$478K – – –
CFO
2631
Callan Family Office
Pennsylvania
$478K +$105K +199 +28%
MWM
2632
Mosley Wealth Management
California
$478K +$478K +907 New
HWMC
2633
Heritage Wealth Management (California)
California
$476K +$476K +905 New
WPWM
2634
Western Pacific Wealth Management
Illinois
$475K +$22.6K +43 +5%
ACP
2635
Aviance Capital Partners
Florida
$474K +$90.5K +172 +24%
BHBT
2636
Burke & Herbert Bank & Trust
Virginia
$474K -$16.8K -32 -3%
ADMI
2637
Albert D. Mason Inc
Massachusetts
$473K – – –
HPWM
2638
High Pines Wealth Management
Massachusetts
$472K +$18.4K +35 +4%
WFA
2639
Wellspring Financial Advisors
Ohio
$471K +$5.79K +11 +1%
CFD
2640
Creative Financial Designs
Indiana
$471K +$6.85K +13 +1%
GSIAS
2641
Garden State Investment Advisory Services
New Jersey
$471K +$120K +227 +34%
WSWA
2642
Warren Street Wealth Advisors
California
$471K +$58.4K +111 +14%
OCM
2643
Objective Capital Management
Ohio
$470K -$29K -55 -6%
LWM
2644
Liberty Wealth Management
California
$470K -$2.63K -5 -0.6%
PG
2645
Prostatis Group
Maryland
$470K +$36.3K +69 +8%
SFG
2646
StrategIQ Financial Group
Indiana
$470K +$1.05K +2 +0.2%
DCM
2647
Driehaus Capital Management
Illinois
$470K -$221K -419 -32%
YIH
2648
Y-Intercept (HK)
Hong Kong
$469K +$469K +891 New
CC
2649
Corton Capital
Ontario, Canada
$468K -$133K -252 -22%
LF
2650
Lantz Financial
Illinois
$468K +$40K +76 +9%
104 105
106
107 108