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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 %
PA
2951
Probity Advisors
Texas
$307K – – –
MF
2952
Meridian Financial
Massachusetts
$307K +$26.3K +50 +9%
WI
2953
Wedgewood Investors
Pennsylvania
$306K – – –
VCM
2954
Versant Capital Management
Arizona
$305K -$7.9K -15 -3%
SFC
2955
SYM Financial Corp
Indiana
$305K +$70.5K +134 +30%
GRA
2956
Golden Road Advisors
Florida
$304K +$304K +578 New
TFG
2957
Team Financial Group
California
$304K +$526 +1 +0.2%
HWP
2958
Hibernia Wealth Partners
Louisiana
$304K +$278K +529 +1,102%
SSC
2959
Syverson Strege & Co
Iowa
$303K +$35.8K +68 +13%
TCOO
2960
Trust Company of Oklahoma
Oklahoma
$299K -$161K -306 -35%
PCMF
2961
Private Capital Management (Florida)
Florida
$299K -$25.8K -49 -8%
WCG
2962
Weaver Consulting Group
California
$299K -$9.48K -18 -3%
PGIM
2963
Pacific Global Investment Management
California
$298K +$3.68K +7 +1%
VAG
2964
VisionPoint Advisory Group
Texas
$298K -$106K -201 -26%
BBA
2965
BLB&B Advisors
Pennsylvania
$298K +$298K +566 New
PEA
2966
Park Edge Advisors
Ohio
$297K +$34.2K +65 +13%
SHJ
2967
Sharkey, Howes & Javer
Colorado
$297K +$10.5K +20 +4%
PFWA
2968
Paces Ferry Wealth Advisors
Georgia
$295K +$5.27K +10 +2%
LAM
2969
Lakewood Asset Management
Illinois
$294K +$1.05K +2 +0.4%
APW
2970
Acima Private Wealth
Virginia
$294K -$8.95K -17 -3%
SFS
2971
Security Financial Services
Indiana
$294K +$3.16K +6 +1%
PCM
2972
Palisade Capital Management
New Jersey
$294K +$13.2K +25 +5%
RFG
2973
Range Financial Group
Oregon
$294K +$13.7K +26 +5%
TCMP
2974
Thrive Capital Management (Pennsylvania)
Pennsylvania
$294K +$294K +558 New
IAP
2975
Indie Asset Partners
Indiana
$294K -$5.26K -10 -2%
117 118
119
120 121