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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 %
HCM
3201
Hutchinson Capital Management
California
$200K +$200K +380 New
PHIC
3202
Pine Haven Investment Counsel
Massachusetts
$200K +$200K +380 New
OSNBOA
3203
Old Second National Bank of Aurora
Illinois
$199K – – –
FCMT
3204
Founders Capital Management (Texas)
Texas
$199K -$3.16K -6 -2%
FG
3205
Fairman Group
Pennsylvania
$198K +$198K +377 New
AA
3206
Addison Advisors
Vermont
$197K +$36.9K +70 +23%
WWM
3207
Wolff Wiese Magana
California
$194K – – –
RIM
3208
Rockbridge Investment Management
New York
$193K +$193K +367 New
FFL
3209
Financial Freedom LLC
Ohio
$191K +$527 +1 +0.3%
MFA
3210
McClarren Financial Advisors
Pennsylvania
$188K +$79.7K +151 +74%
DCBT
3211
Dakota Community Bank & Trust
North Dakota
$185K +$10.5K +20 +6%
AJ
3212
Ashburton (Jersey)
Jersey
$185K -$1.19M -2,355 -87%
AWM
3213
Atticus Wealth Management
Florida
$185K -$16.9K -32 -8%
FWA
3214
FSC Wealth Advisors
New York
$185K – – –
KFP
3215
Keener Financial Planning
Texas
$184K +$184K +350 New
GCM
3216
Gladius Capital Management
Illinois
$180K +$180K +342 New
NFA
3217
Northwest Financial Advisors
Virginia
$174K +$174K +331 New
BWAM
3218
Boyd Watterson Asset Management
Ohio
$174K – – –
FCT
3219
First Community Trust
Iowa
$172K -$303K -575 -64%
HWM
3220
HighMark Wealth Management
Minnesota
$168K +$527 +1 +0.3%
AP
3221
Aspect Partners
Virginia
$168K +$168K +319 New
SHIM
3222
Stone House Investment Management
Pennsylvania
$166K +$527 +1 +0.3%
AEPWM
3223
Atlantic Edge Private Wealth Management
Florida
$164K +$164K +312 New
BBPWM
3224
Blue Bell Private Wealth Management
Pennsylvania
$164K +$26.9K +51 +20%
AWM
3225
Abound Wealth Management
Tennessee
$164K +$8.42K +16 +5%
127 128
129
130 131