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 %
SCM
2701
Saxony Capital Management
Missouri
$443K +$443K +841 New
EWM
2702
Elite Wealth Management
Washington
$443K – – –
GA
2703
GSG Advisors
New Jersey
$441K +$75.3K +139 +21%
KWM
2704
Kaydan Wealth Management
Michigan
$440K -$7.37K -14 -2%
CCA
2705
Cottonwood Capital Advisors
Utah
$440K +$154K +293 +54%
SAG
2706
Spotlight Asset Group
Illinois
$440K – – –
MWM
2707
Mascoma Wealth Management
New Hampshire
$440K -$12.1K -23 -3%
DCM
2708
Davis Capital Management
Florida
$439K +$439K +833 New
FVWA
2709
Foster Victor Wealth Advisors
South Carolina
$437K -$2.15K -4 -0.5%
RCG
2710
Regatta Capital Group
California
$436K -$5.79K -11 -1%
D
2711
Dentgroup
Louisiana
$435K -$141K -268 -24%
HC
2712
Hamilton Capital
Ohio
$434K +$138K +263 +47%
RB
2713
Rodgers Brothers
Pennsylvania
$433K – – –
FHC
2714
First Heartland Consultants
Missouri
$430K +$36.8K +70 +9%
CTWM
2715
Cherry Tree Wealth Management
Minnesota
$430K +$53.7K +102 +14%
IWP
2716
Innova Wealth Partners
Pennsylvania
$428K +$40K +76 +10%
WF
2717
Wayfinding Financial
Washington
$428K +$76.3K +145 +22%
WWG
2718
West Wealth Group
California
$428K -$3.16K -6 -0.7%
VC
2719
Veery Capital
Delaware
$427K +$10.5K +20 +3%
CRA
2720
Clear Rock Advisors
Texas
$427K +$427K +824 New
AC
2721
ASB Consultores
Florida
$427K -$284K -540 -40%
WIM
2722
WealthPlan Investment Management
Nebraska
$427K -$52.6K -100 -11%
AWCI
2723
Alpine Woods Capital Investors
New York
$426K – – –
FC
2724
Financial Council
Maryland
$426K +$21.1K +40 +5%
EPP
2725
ETF Portfolio Partners
Kansas
$426K -$7.37K -14 -2%
107 108
109
110 111