UNH icon

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 %
EAM
2876
Evanson Asset Management
California
$341K – – –
DAM
2877
Diamant Asset Management
Connecticut
$341K – – –
LIA
2878
LBMC Investment Advisors
Tennessee
$341K – – –
WB
2879
West Bancorporation
Iowa
$340K +$44.2K +84 +15%
MKC
2880
M. Kraus & Co
Vermont
$340K -$5.27K -10 -2%
CFGA
2881
Cambridge Financial Group (Arizona)
Arizona
$340K +$340K +645 New
HWM
2882
Howard Wealth Management
Connecticut
$339K -$7.9K -15 -2%
MTC
2883
McDaniel Terry & Co
Texas
$339K -$842K -1,600 -71%
SWM
2884
Seed Wealth Management
Illinois
$338K – – –
PCS
2885
Private Client Services
Kentucky
$338K +$338K +642 New
LSA
2886
Lansing Street Advisors
Pennsylvania
$338K +$338K +642 New
TSWM
2887
Tyler-Stone Wealth Management
Ohio
$338K +$57.9K +110 +21%
MA
2888
MBA Advisors
Pennsylvania
$337K +$6.32K +12 +2%
BP
2889
BBR Partners
New York
$336K -$365K -693 -52%
CNC
2890
Citizens & Northern Corp
Pennsylvania
$336K -$2.63K -5 -0.8%
MPW
2891
MGO Private Wealth
California
$335K – – –
1WM
2892
1858 Wealth Management
Ohio
$335K +$335K +637 New
WIA
2893
Wetzel Investment Advisors
Indiana
$335K +$335K +637 New
DA
2894
Dash Acquisitions
California
$335K +$25.8K +48 +8%
IFO
2895
Independent Family Office
New York
$335K – – –
OPOWM
2896
One Plus One Wealth Management
Florida
$335K – – –
SC
2897
Stephenson & Company
California
$333K +$333K +633 New
AA
2898
AJ Advisors
Tennessee
$332K +$118K +225 +55%
BIA
2899
BHK Investment Advisors
Alabama
$332K -$175K -333 -35%
CAM
2900
Creekmur Asset Management
Illinois
$332K +$332K +631 New
114 115
116
117 118