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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 %
OCA
2801
Otter Creek Advisors
Florida
$384K -$4.1M -7,800 -91%
MS
2802
Madden Securities
Texas
$383K +$383K +728 New
NFP
2803
Narus Financial Partners
Utah
$383K -$21.1K -40 -5%
CAM
2804
Columbia Asset Management
Michigan
$381K -$62.6K -119 -14%
LPAM
2805
Lodestar Private Asset Management
California
$380K – – –
RMCM
2806
Reynders McVeigh Capital Management
Massachusetts
$379K -$99K -188 -21%
EBSAM
2807
Eubel Brady & Suttman Asset Management
Ohio
$379K – – –
PCOC
2808
Power Corp of Canada
Canada
$379K – – –
RFN
2809
Redwood Financial Network
Ohio
$378K -$65.8K -125 -15%
MAM
2810
Milestone Asset Management
Pennsylvania
$378K +$106K +202 +39%
AIA
2811
Arbor Investment Advisors
North Carolina
$377K – – –
MSA
2812
Marino Stram & Associates
Massachusetts
$376K +$3.68K +7 +1%
BST
2813
Bath Savings Trust
Maine
$373K +$19K +36 +5%
MPW
2814
Monterey Private Wealth
California
$373K – – –
EA
2815
Emerald Advisors
Washington
$373K +$8.95K +17 +2%
MWM
2816
Massachusetts Wealth Management
Massachusetts
$372K – – –
NOI
2817
Newton One Investments
Delaware
$372K -$33.2K -63 -8%
XWM
2818
Xcel Wealth Management
Florida
$372K -$1.05K -2 -0.3%
CWA
2819
Consilio Wealth Advisors
Washington
$371K +$133K +252 +56%
JWA
2820
JFS Wealth Advisors
Pennsylvania
$370K +$121K +229 +48%
AFA
2821
American Financial Advisors
Georgia
$369K – – –
EVM
2822
Evelyn V. Moreno
$369K – – –
PCMK
2823
Paragon Capital Management (Kansas)
Kansas
$369K +$15.8K +30 +4%
NI
2824
NDVR Inc
Massachusetts
$369K +$369K +701 New
WDG
2825
Wealth Dimensions Group
Ohio
$369K -$3.16K -6 -0.8%
111 112
113
114 115