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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 %
CNWM
3026
Clay Northam Wealth Management
California
$271K – – –
PCMC
3027
Planning Capital Management Corporation
Pennsylvania
$271K +$271K +514 New
SAMT
3028
Select Asset Management & Trust
Pennsylvania
$269K – – –
HPA
3029
High Probability Advisors
New York
$268K – – –
CA
3030
CapWealth Advisors
Tennessee
$268K – – –
FFWA
3031
Forthright Family Wealth Advisory
Texas
$267K +$267K +508 New
BSHC
3032
Breed's Hill Capital
Massachusetts
$266K +$266K +505 New
JSAM
3033
J. Safra Asset Management
New York
$266K +$4.74K +9 +2%
TFG
3034
Taylor Financial Group
Virginia
$266K +$266K +505 New
FA
3035
Financial Avengers
California
$265K +$1.05K +2 +0.4%
WBG
3036
Wharton Business Group
Pennsylvania
$265K -$263K -500 -50%
MA
3037
MAS Advisors
Florida
$265K – – –
PCM
3038
Prelude Capital Management
New York
$264K +$264K +501 New
NSEDCP
3039
NJ State Employees Deferred Compensation Plan
New Jersey
$263K – – –
CWM
3040
Concentric Wealth Management
California
$263K – – –
EMFAT
3041
Emerald Mutual Fund Advisers Trust
Pennsylvania
$263K +$36.9K +70 +16%
SM
3042
Samjo Management
New York
$263K +$263K +500 New
AC
3043
AXQ Capital
New Jersey
$263K +$263K +500 New
LL
3044
LPWM LLC
Minnesota
$263K – – –
CWM
3045
C2C Wealth Management
Arizona
$262K -$47.2K -90 -15%
CA
3046
CSM Advisors
Pennsylvania
$262K – – –
SAW
3047
Signal Advisors Wealth
Michigan
$261K +$261K +497 New
AFS
3048
Axiom Financial Strategies
Indiana
$259K +$259K +492 New
AA
3049
Alesco Advisors
New York
$258K – – –
BAM
3050
Bosun Asset Management
Illinois
$258K +$258K +490 New
120 121
122
123 124