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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 %
IAA
2901
Ironsides Asset Advisors
North Carolina
$332K -$30.6K -58 -8%
GAA
2902
Green Alpha Advisors
Colorado
$332K +$332K +630 New
CA
2903
Crumly & Associates
Illinois
$332K -$60K -114 -15%
NG
2904
Northstar Group
New York
$331K – – –
EWM
2905
Endowment Wealth Management
Wisconsin
$331K -$5.79K -11 -2%
VCP
2906
Vista Capital Partners
Oregon
$331K +$11.1K +21 +3%
FMTCOCP
2907
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$330K -$28.9K -55 -8%
IA
2908
IMZ Advisory
Florida
$329K +$329K +632 New
AA
2909
Aufman Associates
Pennsylvania
$329K – – –
ACC
2910
Acorn Creek Capital
Colorado
$329K +$329K +624 New
CISOA
2911
Capital Investment Services of America
Wisconsin
$327K +$2.63K +5 +0.8%
LFP
2912
Lakeshore Financial Planning
Michigan
$327K +$526 +1 +0.2%
BW
2913
BIP Wealth
Georgia
$327K +$111K +210 +51%
CC
2914
Cipher Capital
New York
$327K -$614K -1,167 -65%
NC
2915
NovaPoint Capital
Georgia
$327K -$4.74K -9 -1%
OW
2916
Olistico Wealth
Oklahoma
$326K – – –
WSC
2917
Wellington Shields & Co
New York
$325K – – –
AIM
2918
Avity Investment Management
Connecticut
$325K +$325K +618 New
TA
2919
TFB Advisors
Kansas
$325K -$237K -450 -42%
CGFA
2920
Colton Groome Financial Advisors
North Carolina
$325K +$27.4K +52 +9%
PW
2921
Peninsula Wealth
California
$324K +$18.4K +35 +6%
DIP
2922
Davis Investment Partners
North Carolina
$324K +$324K +594 New
IWM
2923
Integris Wealth Management
California
$323K +$11.6K +22 +4%
FA
2924
Fortis Advisors
Pennsylvania
$323K – – –
PWA
2925
Provenance Wealth Advisors
Florida
$322K +$59K +112 +22%
115 116
117
118 119