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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 %
KOMWMG
2826
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$368K -$10K -19 -3%
RFA
2827
RTD Financial Advisors
Pennsylvania
$368K – – –
IFA
2828
Index Fund Advisors
California
$367K -$42.6K -81 -10%
BFWA
2829
Benchmark Financial Wealth Advisors
Florida
$366K +$27.9K +53 +8%
GIP
2830
Greatmark Investment Partners
Georgia
$365K +$28.4K +54 +8%
WN
2831
Williams & Novak
California
$365K +$365K +694 New
SFC
2832
Swisher Financial Concepts
Ohio
$365K +$365K +705 New
GAM
2833
Gemmer Asset Management
California
$364K – – –
AWM
2834
Aprio Wealth Management
Georgia
$364K -$18.4K -35 -5%
TFF
2835
The Family Firm
Maryland
$364K +$8.95K +17 +3%
4WM
2836
4J Wealth Management
Virginia
$362K +$1.58K +3 +0.4%
SC
2837
Seldon Capital
California
$362K – – –
MAG
2838
M3 Advisory Group
Massachusetts
$362K +$362K +687 New
KC
2839
Kinloch Capital
Virginia
$360K +$10.5K +20 +3%
I
2840
InceptionR
California
$360K +$360K +684 New
SA
2841
Shilanski & Associates
Alaska
$360K – – –
HGA
2842
Hobbs Group Advisors
South Carolina
$359K +$359K +682 New
FAM
2843
Flaharty Asset Management
Florida
$358K – – –
WP
2844
WealthPLAN Partners
Nebraska
$356K +$2.11K +4 +0.6%
AGP
2845
Autumn Glory Partners
Texas
$356K – – –
WRPWM
2846
Werba Rubin Papier Wealth Management
California
$355K +$24.8K +47 +7%
1WM
2847
1900 Wealth Management
Texas
$355K -$19.5K -37 -5%
FFA
2848
Frazier Financial Advisors
Ohio
$353K +$353K +671 New
HCM
2849
Hillman Capital Management
Maryland
$353K – – –
SFM
2850
Signet Financial Management
New Jersey
$353K +$526 +1 +0.1%
112 113
114
115 116