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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 %
CIA
2726
Caerus Investment Advisors
Texas
$425K – – –
GSIS
2727
Global Strategic Investment Solutions
Arizona
$425K +$5.79K +11 +1%
BMC
2728
Benin Management Corp
Connecticut
$423K – – –
BMC
2729
Beaton Management Company
Massachusetts
$423K – – –
TFA
2730
Transamerica Financial Advisors
Florida
$423K +$218K +413 +106%
KIA
2731
KLR Investment Advisors
Rhode Island
$422K +$104K +198 +33%
CFFP
2732
Center for Financial Planning
Michigan
$422K – – –
ACM
2733
AlphaStar Capital Management
North Carolina
$421K -$412K -782 -49%
MUMSS
2734
Mitsubishi UFJ Morgan Stanley Securities
Japan
$421K -$291K -552 -41%
AFC
2735
AFT Forsyth & Company
Florida
$421K +$13.2K +25 +3%
RDFA
2736
Ritter Daniher Financial Advisory
Ohio
$420K -$10K -19 -2%
MSR
2737
Main Street Research
Connecticut
$419K +$46.3K +88 +12%
PTC
2738
Philadelphia Trust Company
Pennsylvania
$419K +$10K +19 +2%
FWI
2739
Facet Wealth Inc
Maryland
$418K +$75K +147 +22%
BEAM
2740
Baker Ellis Asset Management
Washington
$418K -$52.6K -100 -11%
BMA
2741
Brooks Moore & Associates
Tennessee
$418K +$3.69K +7 +0.9%
SDAM
2742
Shulman DeMeo Asset Management
New York
$418K +$23.7K +45 +6%
AP
2743
Atwood & Palmer
Missouri
$417K -$39.5K -75 -9%
GFPC
2744
Global Financial Private Client
Florida
$417K – – –
GHA
2745
Granite Harbor Advisors
Texas
$417K +$39K +74 +10%
AI
2746
AdvisorShares Investments
Maryland
$416K +$416K +791 New
LSA
2747
Lion Street Advisors
Texas
$415K -$333K -632 -45%
CWA
2748
Canvas Wealth Advisors
Kansas
$415K +$26.1K +50 +7%
WC
2749
Woodstock Corp
Massachusetts
$413K -$8.95K -17 -2%
FFG
2750
Fortem Financial Group
California
$411K -$2.63K -5 -0.6%
108 109
110
111 112