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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 %
MIM
2926
Merrion Investment Management
New Jersey
$322K – – –
BWA
2927
Brave Warrior Advisors
New York
$321K -$52.6K -100 -14%
CWA
2928
CJM Wealth Advisers
Virginia
$321K +$3.16K +6 +1%
DWA
2929
Delap Wealth Advisory
Oregon
$321K +$321K +609 New
VV
2930
Verity & Verity
South Carolina
$321K +$23.7K +45 +8%
YCG
2931
Yeomans Consulting Group
Georgia
$320K +$320K +608 New
HHGA
2932
Halbert Hargrove Global Advisors
California
$320K +$36.9K +70 +13%
KFS
2933
Kaizen Financial Strategies
California
$319K +$1.58K +3 +0.5%
WCM
2934
Wealthcare Capital Management
Virginia
$319K -$24.7K -47 -7%
EWM
2935
EPG Wealth Management
Georgia
$318K – – –
JWM
2936
JGP Wealth Management
Oregon
$318K +$26.3K +50 +9%
EWM
2937
Elevatus Welath Management
New York
$318K +$81.6K +155 +35%
VBWMG
2938
Von Berge Wealth Management Group
California
$317K +$22.4K +43 +8%
OFW
2939
Omnia Family Wealth
Florida
$317K +$99.5K +189 +46%
KBFS
2940
Kohmann Bosshard Financial Services
Ohio
$316K +$105K +200 +50%
TWA
2941
Talisman Wealth Advisors
New Jersey
$315K +$5.27K +10 +2%
FPFS
2942
First Personal Financial Services
North Carolina
$314K -$16.3K -31 -5%
OPTFSNA
2943
Old Point Trust & Financial Services N A
Virginia
$313K – – –
LAS
2944
Lloyd Advisory Services
Georgia
$310K -$3.05M -5,793 -91%
CIA
2945
Compass Ion Advisors
Pennsylvania
$310K -$13.7K -26 -4%
SAI
2946
Savvy Advisors Inc
New York
$310K +$310K +588 New
USB
2947
Union Savings Bank
Connecticut
$310K +$30K +57 +11%
MWA
2948
MN Wealth Advisors
Kansas
$309K +$309K +586 New
OCPWS
2949
One Charles Private Wealth Services
Massachusetts
$307K – – –
OWM
2950
Orgel Wealth Management
Wisconsin
$307K +$49K +93 +19%
116 117
118
119 120