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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 %
HL
3126
HeadInvest LLC
Maine
$231K -$13.7K -26 -6%
VIA
3127
Virtus Investment Advisers
Connecticut
$231K +$42.1K +80 +22%
CPP
3128
Capasso Planning Partners
South Carolina
$230K +$4.22K +8 +2%
TPWA
3129
Twin Peaks Wealth Advisors
California
$230K +$230K +437 New
TFCP
3130
Twin Focus Capital Partners
Massachusetts
$230K -$5.27K -10 -2%
IIA
3131
Integral Investment Advisors
California
$230K -$14.2K -27 -6%
MHWM
3132
Montz Harcus Wealth Management
Louisiana
$229K -$6.84K -13 -3%
MLA
3133
MB, Levis & Associates
Pennsylvania
$229K – – –
CCM
3134
Coerente Capital Management
Ontario, Canada
$229K +$229K +435 New
JA
3135
JVL Associates
Michigan
$229K +$229K +435 New
RWA
3136
Rooted Wealth Advisors
Illinois
$229K -$16.8K -33 -7%
GAM
3137
GEM Asset Management
Michigan
$228K -$9.48K -18 -4%
CPG
3138
Cornerstone Planning Group
New Jersey
$228K +$1.58K +3 +0.7%
CMAI
3139
Capital Management Associates Inc
Minnesota
$227K +$227K +432 New
AW
3140
Apricus Wealth
South Carolina
$227K -$9.48K -18 -4%
LWANC
3141
Laurel Wealth Advisors (North Carolina)
North Carolina
$227K -$7.9K -15 -3%
HCM
3142
Hutner Capital Management
Vermont
$227K – – –
ACM
3143
Academy Capital Management
Texas
$227K – – –
HIF
3144
Hill Island Financial
Michigan
$227K +$227K +432 New
TWM
3145
TriaGen Wealth Management
California
$225K -$52.6K -100 -19%
SCA
3146
Southern Capital Advisors
Tennessee
$224K -$180K -342 -45%
DIM
3147
Delta Investment Management
California
$224K +$5.26K +10 +2%
CP
3148
Camelot Portfolios
Ohio
$224K +$224K +425 New
W
3149
Wealthquest
Ohio
$223K -$8.42K -16 -4%
LFA
3150
Landmark Financial Advisors
Kentucky
$222K – – –
124 125
126
127 128