UNH icon

UnitedHealth
UNH

Overview Fund Activity

3,392 hedge funds and large institutions have $436B invested in UnitedHealth in 2023 Q4 according to their latest regulatory filings, with 410 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
3,392
Holders Change
+268
Holders Change %
+8.58%
% of All Funds
49.73%
Holding in Top 10
362
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-10.17%
% of All Funds
5.31%
New
410
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 %
AIG
251
American International Group
New York
$126M -$2.53M -4,811 -2%
HNB
252
Huntington National Bank
Ohio
$126M +$1.44M +2,726 +1%
NAM
253
Nissay Asset Management
Japan
$125M -$18.7M -35,502 -13%
SFFS
254
Stonehage Fleming Financial Services
Jersey
$125M +$96.7M +183,636 +339%
CAM
255
Congress Asset Management
Massachusetts
$125M -$15.7M -29,813 -11%
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$125M +$5.32M +10,102 +4%
FRAF
257
Första AP-fonden
Sweden
$124M -$4M -7,600 -3%
GT
258
Glenmede Trust
Pennsylvania
$123M +$2.17M +4,113 +2%
Two Sigma Advisers
259
Two Sigma Advisers
New York
$123M -$21.1M -40,100 -15%
TAF
260
Tredje AP-fonden
Sweden
$121M +$3.73M +7,080 +3%
RSCM
261
Rock Springs Capital Management
Maryland
$121M – – –
AB
262
Amalgamated Bank
New York
$120M -$6.56M -12,468 -5%
MRG
263
Milestone Resources Group
British Virgin Islands
$119M – – –
FMI
264
Factory Mutual Insurance
Massachusetts
$118M – – –
IIM
265
INTECH Investment Management
Florida
$118M -$8.14M -15,470 -6%
PFP
266
Pinnacle Financial Partners
Tennessee
$118M -$3.33M -6,318 -3%
Empower Advisory Group
267
Empower Advisory Group
Colorado
$118M +$982K +1,866 +0.8%
RFC
268
Regions Financial Corp
Alabama
$117M -$546K -1,037 -0.5%
Vontobel Holding
269
Vontobel Holding
Switzerland
$116M -$22.7M -43,152 -16%
MIS
270
Morningstar Investment Services
Illinois
$116M +$56.8M +108,224 +96%
CI
271
Cincinnati Insurance
Ohio
$116M – – –
AAMU
272
APG Asset Management US
New York
$114M +$114M +217,199 New
ZIG
273
Zurich Insurance Group
Switzerland
$114M +$1.09M +2,070 +1%
CWM
274
CIBC World Markets
New York
$113M +$37M +70,326 +49%
CCMG
275
Clark Capital Management Group
Pennsylvania
$112M +$1.94M +3,690 +2%
9 10
11
12 13