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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 %
WCWM
3051
Willow Creek Wealth Management
California
$257K +$257K +488 New
NEWAS
3052
N.E.W. Advisory Services
Wisconsin
$257K – – –
FPGK
3053
Financial Partners Group (Kansas)
Kansas
$256K +$9.48K +18 +4%
NAM
3054
NTV Asset Management
West Virginia
$256K -$2.63K -5 -1%
AF
3055
Apollon Financial
South Carolina
$255K +$255K +485 New
BWA
3056
Beam Wealth Advisors
Louisiana
$255K +$526 +1 +0.2%
TIM
3057
Tortoise Investment Management
New York
$254K +$64.8K +123 +34%
LWM
3058
Lakeridge Wealth Management
Ohio
$254K +$254K +483 New
ASG
3059
Ariston Services Group
California
$254K +$254K +483 New
Cohen & Steers
3060
Cohen & Steers
New York
$254K – – –
MWS
3061
Maxwell Wealth Strategies
California
$254K +$254K +482 New
LC
3062
LCNB Corp
Ohio
$253K +$19K +36 +8%
VC
3063
Vicus Capital
Pennsylvania
$252K -$769K -1,460 -75%
EF
3064
Exeter Financial
Arizona
$252K +$538 +1 +0.2%
HBWM
3065
Hollow Brook Wealth Management
New York
$252K – – –
SF
3066
Slagle Financial
Illinois
$251K +$138K +520 +121%
FP
3067
Fiduciary Planning
Florida
$251K -$564K -1,071 -69%
LWM
3068
LongView Wealth Management
Georgia
$251K +$251K +466 New
ESBC
3069
E.S. Barr & Co
Kentucky
$250K +$250K +474 New
HCM
3070
Howard Capital Management
Georgia
$249K +$16.3K +31 +7%
AIP
3071
Almanack Investment Partners
Pennsylvania
$248K – – –
CAM
3072
Crestone Asset Management
Colorado
$248K +$12.6K +24 +5%
CCP
3073
Clough Capital Partners
Massachusetts
$247K – – –
GC
3074
Gilbert & Cook
Iowa
$247K +$6.32K +12 +3%
A
3075
AJOVista
Massachusetts
$247K +$247K +469 New
121 122
123
124 125