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 %
SFG
2976
Summit Financial Group
West Virginia
$293K -$23.7K -45 -7%
OPWM
2977
Oakwell Private Wealth Management
Texas
$293K +$5.79K +11 +2%
CFP
2978
Curran Financial Partners
South Carolina
$293K -$18K -35 -6%
AWM
2979
Aviso Wealth Management
Washington
$292K +$292K +555 New
WA
2980
WESPAC Advisors
California
$292K +$292K +554 New
NAMNJ
2981
NorthStar Asset Management (New Jersey)
New Jersey
$291K +$291K +552 New
BIA
2982
Barry Investment Advisors
Massachusetts
$291K -$7.91K -15 -3%
EC
2983
Eaton-Cambridge
Arizona
$290K +$290K +551 New
MWM
2984
Magnolia Wealth Management
Alabama
$290K -$12.6K -24 -4%
MAM
2985
Mainsail Asset Management
Alabama
$290K +$290K +550 New
GCM
2986
G2 Capital Management
Ohio
$289K +$8.94K +17 +3%
TFA
2987
Trinity Financial Advisors
Ohio
$289K -$1.58K -3 -0.5%
MPCG
2988
Matrix Private Capital Group
New York
$289K -$2.63K -5 -0.9%
EFG
2989
Embree Financial Group
Illinois
$288K +$288K +547 New
LWP
2990
Laurel Wealth Planning
Minnesota
$287K – – –
FP
2991
Foundry Partners
Minnesota
$287K – – –
BIP
2992
Blue Investment Partners
California
$287K – – –
BA
2993
Bridge Advisory
California
$287K -$61.6K -117 -18%
B
2994
Bridgeworth
Alabama
$286K -$17.4K -33 -6%
FA
2995
Forefront Analytics
Pennsylvania
$286K -$1.59K -3 -0.6%
ME
2996
McIlrath & Eck
Washington
$285K +$2.63K +5 +0.9%
WJA
2997
Willis Johnson & Associates
Texas
$283K +$43.2K +82 +18%
UBV
2998
United Bank (Virginia)
Virginia
$283K -$39.5K -75 -12%
SSW
2999
Smith Shellnut Wilson
Mississippi
$282K +$282K +536 New
ACG
3000
Allen Capital Group
Nebraska
$279K +$46.9K +89 +20%
118 119
120
121 122