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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 %
APIM
3176
Agate Pass Investment Management
Washington
$209K +$209K +397 New
IWS
3177
Integrity Wealth Solutions
Colorado
$208K +$208K +395 New
CFA
3178
Camarda Financial Advisors
Florida
$208K +$208K +395 New
BF
3179
Brogan Financial
Tennessee
$207K +$207K +393 New
NA
3180
Nottingham Advisors
New York
$207K +$207K +393 New
WA
3181
WBH Advisory
Maryland
$206K -$20K -38 -9%
FAG
3182
Financial Advisory Group
Texas
$206K +$206K +391 New
WDC
3183
Woodward Diversified Capital
California
$205K -$12.6K -24 -6%
2L
3184
25 LLC
Missouri
$205K +$205K +390 New
TFG
3185
Tilson Financial Group
New Jersey
$205K -$15.8K -30 -7%
OA
3186
Oracle Alpha
Ontario, Canada
$205K +$205K +389 New
PWA
3187
Physician Wealth Advisors
Utah
$204K +$2.57K +5 +1%
SFA
3188
Seneca Financial Advisors
New York
$204K +$204K +387 New
KWS
3189
Keystone Wealth Services
California
$204K +$204K +387 New
SFG
3190
Sterling Financial Group
California
$204K +$204K +387 New
FFA
3191
Fortune Financial Advisors
Kansas
$203K +$203K +386 New
IGGA
3192
Iron Gate Global Advisors
Utah
$203K +$203K +386 New
EWA
3193
Evolution Wealth Advisors
Florida
$203K +$203K +386 New
POIA
3194
Pin Oak Investment Advisors
Texas
$203K – – –
CWM
3195
Cabot Wealth Management
Massachusetts
$203K -$65.8K -125 -25%
PWM
3196
Power Wealth Management
Georgia
$203K +$203K +385 New
GAA
3197
Guardian Asset Advisors
Pennsylvania
$202K +$202K +384 New
CMBA
3198
C.M. Bidwell & Associates
Hawaii
$202K -$86.3K -164 -30%
IPWA
3199
International Private Wealth Advisors
California
$201K +$201K +382 New
PA
3200
Pineridge Advisors
Missouri
$201K +$201K +382 New
126 127
128
129 130