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 %
LA
3076
Lane & Associates
New Jersey
$247K -$4.21K -8 -2%
CI
3077
Carroll Investors
South Carolina
$246K -$23.1K -44 -9%
PWP
3078
Private Wealth Partners
California
$245K – – –
JTWM
3079
Jackson Thornton Wealth Management
Alabama
$245K +$34.2K +65 +16%
RWG
3080
Ratio Wealth Group
Colorado
$245K +$15.8K +30 +7%
WCP
3081
Wick Capital Partners
Pennsylvania
$245K +$27.9K +53 +13%
FA
3082
Fermata Advisors
California
$244K -$31.6K -60 -11%
SIC
3083
SJS Investment Consulting
Ohio
$244K +$4.74K +9 +2%
ZF
3084
Zhang Financial
Michigan
$244K +$244K +463 New
KSWWM
3085
Keyes Stange & Wooten Wealth Management
Florida
$244K +$244K +463 New
CCA
3086
Cora Capital Advisors
New Jersey
$243K -$22.6K -43 -9%
RFP
3087
Roth Financial Partners
Texas
$243K +$67.9K +129 +39%
WAS
3088
Winch Advisory Services
Wisconsin
$243K +$41K +78 +20%
PFC
3089
Phocas Financial Corp
California
$242K +$242K +460 New
CFG
3090
Cosner Financial Group
Colorado
$242K +$1.05K +2 +0.4%
LFGO
3091
Legacy Financial Group (Oklahoma)
Oklahoma
$242K -$4.21K -8 -2%
KAM
3092
Kraft Asset Management
Tennessee
$241K -$1.58K -3 -0.7%
JC
3093
Jacobs & Co
California
$241K – – –
AFAS
3094
Acorn Financial Advisory Services
Virginia
$241K – – –
S
3095
Sachetta
Massachusetts
$240K +$240K +456 New
VCG
3096
Vantage Consulting Group
Virginia
$240K -$47.9K -91 -17%
AWM
3097
Aberdeen Wealth Management
Illinois
$240K – – –
IWN
3098
Independent Wealth Network
Iowa
$240K +$526 +1 +0.2%
FF
3099
Francis Financial
$240K +$30K +57 +14%
IAG
3100
Investment Advisory Group
Massachusetts
$239K -$19.5K -37 -8%
122 123
124
125 126