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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 %
MC
2776
Merlin Capital
Rhode Island
$394K – – –
BHIA
2777
Birch Hill Investment Advisors
Massachusetts
$394K +$60.5K +115 +18%
DWP
2778
Destiny Wealth Partners
Florida
$394K +$39.3K +72 +11%
NWA
2779
New World Advisors
Massachusetts
$393K +$7.9K +15 +2%
WCFA
2780
Walkner Condon Financial Advisors
Wisconsin
$393K +$104K +198 +36%
ITIM
2781
Indiana Trust & Investment Management
Indiana
$392K +$6.84K +13 +2%
C1AG
2782
Client 1st Advisory Group
Florida
$392K +$32.6K +62 +9%
BO
2783
Bank OZK
Arkansas
$392K -$18.4K -35 -4%
AWAP
2784
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$392K – – –
BWM
2785
BlackDiamond Wealth Management
New York
$391K +$94.1K +187 +32%
ODIJL
2786
One Day In July LLC
Vermont
$391K -$4.21K -8 -1%
VAFP
2787
Vahanian & Associates Financial Planning
New York
$390K -$174K -330 -31%
WW
2788
Westshore Wealth
California
$389K -$15.3K -29 -4%
BRM
2789
Boston Research & Management
Massachusetts
$389K – – –
FPIS
2790
Financial Planning & Information Services
Wisconsin
$389K -$15.8K -30 -4%
BPFA
2791
Barnes Pettey Financial Advisors
Mississippi
$389K +$1.58K +3 +0.4%
JPWM
2792
Jamison Private Wealth Management
Georgia
$388K +$14.2K +27 +4%
JDR
2793
Jay D. Rosenbaum
$387K -$45.8K -87 -11%
EB
2794
Exchange Bank
California
$386K -$94.2K -179 -20%
CJ
2795
Caitlin John
Michigan
$386K +$386K +733 New
GWM
2796
Gray Wealth Management
Maine
$386K -$18.4K -35 -5%
PSIWM
2797
Paradigm Strategies in Wealth Management
Minnesota
$386K – – –
WWC
2798
Waypoint Wealth Counsel
Georgia
$385K +$12.1K +23 +3%
IPW
2799
Invictus Private Wealth
Colorado
$385K -$58.4K -111 -13%
BWA
2800
BlueSky Wealth Advisors
North Carolina
$385K +$153K +290 +66%
110 111
112
113 114