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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 %
FPCG
2651
Fort Pitt Capital Group
Pennsylvania
$467K +$467K +888 New
JWS
2652
Juncture Wealth Strategies
Arizona
$466K – – –
GIM
2653
Grassi Investment Management
California
$466K – – –
EA
2654
Echo45 Advisors
California
$466K +$13.7K +26 +3%
RW
2655
REDW Wealth
New Mexico
$465K -$14.2K -27 -3%
TW
2656
Towerpoint Wealth
California
$465K -$526 -1 -0.1%
RWP
2657
Ridgecrest Wealth Partners
California
$464K -$4.74K -9 -1%
CC
2658
Callan Capital
California
$464K +$25.8K +49 +6%
SBWIC
2659
Schaper Benz & Wise Investment Counsel
Wisconsin
$464K – – –
BGAI
2660
Bruce G. Allen Investments
Colorado
$463K +$463K +880 New
GFA
2661
Gallagher Fiduciary Advisors
Illinois
$463K +$23.7K +45 +5%
SAM
2662
Satovsky Asset Management
New York
$462K +$1.58K +3 +0.3%
PWS
2663
Peterson Wealth Services
Utah
$462K +$7.37K +14 +2%
DMBA
2664
Deseret Mutual Benefit Administrators
Utah
$461K -$126K -239 -21%
TNAM
2665
Terra Nova Asset Management
New York
$461K +$461K +876 New
MHR
2666
Matthew Hamilton Rosenberg
$461K +$29.5K +56 +7%
JHCP
2667
Jackson Hole Capital Partners
Oklahoma
$461K – – –
BWM
2668
Birchcreek Wealth Management
Ohio
$458K -$2.63K -5 -0.6%
OWA
2669
Octavia Wealth Advisors
Ohio
$458K +$16.8K +32 +4%
BFA
2670
Benedict Financial Advisors
Georgia
$457K +$1.58K +3 +0.3%
CIG
2671
Cairn Investment Group
Washington
$456K +$126K +240 +38%
MSRI
2672
Michael S. Ryan Inc
New York
$456K – – –
CWA
2673
Continuum Wealth Advisors
New York
$456K – – –
GCP
2674
Garda Capital Partners
Minnesota
$455K -$88.4K -168 -16%
BFM
2675
Boothbay Fund Management
New York
$455K +$236K +448 +107%
105 106
107
108 109