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 %
AA
3101
Auxano Advisors
Washington
$239K +$239K +454 New
RPCA
3102
Running Point Capital Advisors
California
$239K -$16.8K -32 -7%
AOWM
3103
Alpha Omega Wealth Management
Virginia
$239K +$1.05K +2 +0.4%
RPCONE
3104
Retirement Planning Company of New England
Rhode Island
$239K +$1.58K +3 +0.7%
MIH
3105
Meitav Investment House
Israel
$238K -$23.3M -44,200 -99%
MWM
3106
McNaughton Wealth Management
California
$238K +$238K +453 New
AIIMS
3107
Analyst IMS Investment Management Services
Israel
$238K +$18.9K +36 +9%
DI
3108
Diligent Investors
California
$237K +$526 +1 +0.2%
TCPWM
3109
Traverso Chambers Private Wealth Management
California
$237K -$5.79K -11 -2%
OCM
3110
Orser Capital Management
Texas
$237K – – –
PWM
3111
Purus Wealth Management
California
$237K +$237K +450 New
LAM
3112
Lifestyle Asset Management
Texas
$236K -$17.9K -34 -7%
FL
3113
Fort LP
Maryland
$236K -$59.5K -113 -20%
RWM
3114
Revisor Wealth Management
Ohio
$235K -$550K -1,044 -70%
HC
3115
Hara Capital
Washington
$235K +$235K +447 New
MF
3116
Manchester Financial
California
$234K -$10.5K -20 -4%
PCFFS
3117
Pacific Center for Financial Services
California
$234K -$1.05K -2 -0.4%
ACM
3118
AUA Capital Management
Pennsylvania
$234K – – –
ICM
3119
Intrepid Capital Management
Florida
$234K +$16.3K +31 +7%
WFA
3120
Wade Financial Advisory
California
$233K -$5.79K -11 -2%
EWA
3121
ERTS Wealth Advisors
Michigan
$233K -$2.11K -4 -0.9%
MAM
3122
Mystic Asset Management
Rhode Island
$233K +$15.8K +30 +7%
TWP
3123
Tempus Wealth Planning
California
$232K +$232K +441 New
MWA
3124
Motive Wealth Advisors
Michigan
$232K -$53.2K -101 -19%
FIBT
3125
First International Bank & Trust
North Dakota
$232K -$220K -418 -49%
123 124
125
126 127