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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 %
TWA
2751
Tandem Wealth Advisors
Arizona
$411K – – –
LAS
2752
LWM Advisory Services
Florida
$411K +$39K +74 +10%
SFS
2753
Summit Financial Strategies
Ohio
$411K -$17.4K -33 -4%
IAG
2754
Investmark Advisory Group
Connecticut
$410K +$526 +1 +0.1%
GAM
2755
Garrison Asset Management
Arkansas
$410K +$106K +202 +35%
OCM
2756
Osterweis Capital Management
California
$408K +$5.79K +11 +1%
TMWM
2757
Taylor & Morgan Wealth Management
Michigan
$406K -$13.7K -26 -3%
CCS
2758
Concentric Capital Strategies
Connecticut
$404K -$1.56M -2,967 -79%
BSSFA
2759
Baron Silver Stevens Financial Advisors
Florida
$404K +$174K +331 +76%
BWP
2760
Bernardo Wealth Planning
Pennsylvania
$404K +$4.21K +8 +1%
KLI
2761
Kelman-Lazarov Inc
Tennessee
$402K -$12.1K -23 -3%
OCM
2762
Orion Capital Management
California
$402K +$116K +221 +41%
EW
2763
Element Wealth
Mississippi
$402K -$16.3K -31 -4%
CFSG
2764
Clark Financial Services Group
Missouri
$400K – – –
Jacobs Levy Equity Management
2765
Jacobs Levy Equity Management
New Jersey
$400K -$54.2K -103 -12%
RLIM
2766
Red Lighthouse Investment Management
New York
$399K -$526 -1 -0.1%
GWP
2767
Gateway Wealth Partners
Wisconsin
$397K -$53.2K -101 -12%
PAS
2768
Point72 Asia (Singapore)
Singapore
$397K +$397K +755 New
HBW
2769
Hazlett, Burt & Watson
West Virginia
$396K -$73.8K -140 -16%
FDS
2770
First Dallas Securities
Texas
$395K +$395K +750 New
WKSWA
2771
White Knight Strategic Wealth Advisors
New Jersey
$395K – – –
MWP
2772
Meridian Wealth Partners
Pennsylvania
$395K +$33.2K +63 +9%
LGG
2773
Luts & Greenleigh Group
Maryland
$395K -$21K -40 -5%
BCM
2774
Brown Capital Management
Maryland
$394K -$227K -432 -37%
HH
2775
HWG Holdings
Texas
$394K -$126K -239 -24%
109 110
111
112 113