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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 %
MSF
2676
Mustard Seed Financial
Arkansas
$455K +$455K +865 New
FUBT
2677
First United Bank & Trust
Maryland
$455K – – –
KL
2678
KilterHowling LLC
Colorado
$455K +$102K +200 +29%
JE
2679
JMAC Enterprises
Pennsylvania
$455K -$1.05K -2 -0.2%
HFS
2680
Horizon Financial Services
North Carolina
$455K +$526 +1 +0.1%
MGAM
2681
McGowan Group Asset Management
Texas
$455K -$1.05K -2 -0.2%
WP
2682
Westmount Partners
California
$453K -$8.95K -17 -2%
BAM
2683
Byrne Asset Management
New Jersey
$453K -$60.1K -115 -12%
VNIM
2684
Vaughan Nelson Investment Management
Texas
$453K -$65.8K -125 -13%
TA
2685
TrueWealth Advisors
Alabama
$453K +$95.8K +182 +27%
SICM
2686
Sustainable Insight Capital Management
New York
$451K -$134K -255 -23%
LODC
2687
Lanham O'Dell & Company
West Virginia
$450K – – –
PA
2688
Perennial Advisors
New York
$450K -$44.8K -85 -9%
SGWM
2689
Sterling Group Wealth Management
California
$450K -$4.74K -9 -1%
LT
2690
Legacy Trust
Michigan
$450K +$13.2K +25 +3%
TC
2691
Trust Company
Kansas
$450K +$231K +438 +105%
TF
2692
Trek Financial
Arizona
$449K +$3.69K +7 +0.8%
AWM
2693
Avaii Wealth Management
Wisconsin
$448K -$1.58K -3 -0.4%
PPW
2694
Pasadena Private Wealth
California
$446K – – –
WDA
2695
Wendell David Associates
New Hampshire
$446K +$5.27K +10 +1%
CFA
2696
CWS Financial Advisors
Michigan
$445K -$2.11K -4 -0.5%
CFA
2697
Capstone Financial Advisors
Illinois
$444K +$24.2K +46 +6%
FWM
2698
Forza Wealth Management
Florida
$444K -$26.3K -50 -6%
FA
2699
Fiduciary Alliance
South Carolina
$443K -$26.3K -50 -6%
SWA
2700
SOA Wealth Advisors
New York
$443K +$1.05K +2 +0.2%
106 107
108
109 110