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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 %
SCM
3001
Stonehearth Capital Management
Massachusetts
$279K +$279K +530 New
CWA
3002
Clarity Wealth Advisors
California
$278K -$3.69K -7 -1%
VAM
3003
Verity Asset Management
North Carolina
$278K – – –
C
3004
Covestor
United Kingdom
$278K -$36.8K -70 -12%
GWM
3005
GSB Wealth Management
Connecticut
$278K – – –
TCM
3006
Triumph Capital Management
Colorado
$278K -$59K -112 -18%
DE
3007
Day & Ennis
Georgia
$277K – – –
SWM
3008
Shelton Wealth Management
Texas
$277K +$277K +527 New
LF
3009
LifeSteps Financial
California
$277K – – –
SL
3010
Sentry LLC
Tennessee
$277K +$526 +1 +0.2%
FCFC
3011
First Citizens Financial Corp
Iowa
$276K – – –
BIA
3012
Bell Investment Advisors
California
$276K +$12.6K +24 +5%
PBC
3013
Pavion Blue Capital
California
$276K – – –
LTI
3014
Laffer Tengler Investments
Tennessee
$275K +$17.4K +33 +7%
DWM
3015
Dogwood Wealth Management
Kansas
$275K +$275K +522 New
HW
3016
Hamilton Wealth
California
$275K +$526 +1 +0.2%
ACA
3017
Affinity Capital Advisors
California
$274K – – –
OLA
3018
Oliver Luxxe Assets
New Jersey
$274K -$34.2K -65 -11%
KDA
3019
Kraft Davis & Associates
Missouri
$274K -$16.1K -32 -6%
ELM
3020
Elite Life Management
Florida
$273K +$273K +518 New
AAM
3021
Azzad Asset Management
Virginia
$273K -$16.8K -32 -6%
DWA
3022
Dougherty Wealth Advisers
Minnesota
$273K – – –
CCM
3023
Compass Capital Management
Minnesota
$273K +$273K +518 New
KL
3024
KWMG LLC
Kansas
$272K -$50.5K -96 -16%
FWM
3025
Focused Wealth Management
New York
$271K +$14.2K +27 +6%
119 120
121
122 123