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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 %
HWA
2851
Heartwood Wealth Advisors
Virginia
$352K +$526 +1 +0.1%
LC
2852
Landaas & Company
Wisconsin
$352K +$5.26K +10 +2%
BBW
2853
Blue Barn Wealth
Utah
$352K -$25.3K -48 -7%
SAA
2854
Southeast Asset Advisors
Georgia
$352K – – –
RFA
2855
Register Financial Advisors
Georgia
$351K +$193K +366 +122%
CFS
2856
Commonwealth Financial Services
West Virginia
$351K +$351K +666 New
CWM
2857
Cherrydale Wealth Management
New Jersey
$350K +$51.6K +98 +17%
RIM
2858
RW Investment Management
Idaho
$350K -$22.6K -43 -6%
CPG
2859
Custom Portfolio Group
Colorado
$350K +$350K +664 New
SSWM
2860
Strait & Sound Wealth Management
California
$348K +$8.4K +16 +2%
VAMG
2861
Voisard Asset Management Group
Michigan
$348K +$348K +661 New
MFG
2862
Mendota Financial Group
Wisconsin
$347K +$186K +353 +115%
RWM
2863
Reston Wealth Management
Virginia
$347K +$14.2K +27 +4%
CFO
2864
Custos Family Office
Texas
$347K +$1.58K +3 +0.5%
T
2865
Tidemark
California
$347K +$347K +659 New
AIM
2866
Aspen Investment Management
Michigan
$346K – – –
SA
2867
Skyline Advisors
Washington
$346K +$346K +657 New
SN
2868
Sittner & Nelson
Oregon
$345K -$16.9K -32 -5%
CWG
2869
Crown Wealth Group
North Carolina
$343K +$71.1K +135 +26%
CA
2870
Calton & Associates
Florida
$343K -$1.27M -2,409 -79%
SRL
2871
Scientech Research LLC
New Jersey
$342K +$342K +650 New
EIA
2872
Edgemoor Investment Advisors
Maryland
$342K +$7.9K +15 +2%
PCA
2873
Peddock Capital Advisors
Massachusetts
$342K -$6.32K -12 -2%
DA
2874
Drake & Associates
Wisconsin
$342K +$342K +649 New
TA
2875
Tactive Advisors
Florida
$341K +$341K +648 New
113 114
115
116 117