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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 %
MWM
3151
MinichMacGregor Wealth Management
New York
$221K -$1.12M -2,128 -84%
MWM
3152
Meritas Wealth Management
California
$221K +$221K +419 New
SAM
3153
Summit Asset Management
Tennessee
$220K – – –
TFM
3154
TFC Financial Management
Massachusetts
$220K – – –
EWM
3155
Edge Wealth Management
New York
$220K – – –
FWMM
3156
Foundation Wealth Management (Missouri)
Missouri
$219K +$4.21K +8 +2%
CTB
3157
Country Trust Bank
Illinois
$219K +$200K +380 +1,056%
HDIM
3158
Hanson & Doremus Investment Management
Vermont
$219K +$11.1K +21 +5%
AWM
3159
Accel Wealth Management
Iowa
$219K +$219K +415 New
PWMG
3160
Pinnacle Wealth Management Group
Michigan
$218K – – –
OBGC
3161
O'Brien Greene & Co
Pennsylvania
$218K – – –
CSIA
3162
Charles Schwab Investment Advisory
California
$217K -$9.48K -18 -4%
SIA
3163
Sage Investment Advisers
New York
$214K – – –
RC
3164
Rareview Capital
Nevada
$214K +$214K +406 New
CWA
3165
Centennial Wealth Advisory
Michigan
$213K -$50K -95 -19%
HA
3166
HFG Advisors
Ohio
$213K +$213K +405 New
VFG
3167
V2 Financial group
Illinois
$212K – – –
SHFP
3168
Second Half Financial Partners
Florida
$212K +$2.63K +5 +1%
SWM
3169
Shakespeare Wealth Management
Wisconsin
$211K -$2.63K -5 -1%
HG
3170
Harbor Group
New Hampshire
$211K +$1.05K +2 +0.5%
PIFP
3171
Partners in Financial Planning
Virginia
$211K – – –
OKSA
3172
O'Keefe Stevens Advisory
New York
$211K – – –
WA
3173
Wealthstar Advisors
Texas
$210K +$527 +1 +0.3%
PWMG
3174
Private Wealth Management Group
New Jersey
$210K +$210K +398 New
BFO
3175
Biltmore Family Office
North Carolina
$210K +$210K +398 New
125 126
127
128 129