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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 %
Daiwa Securities Group
301
Daiwa Securities Group
Japan
$96.5M +$4.73M +8,959 +5%
SC
302
Sapient Capital
Indiana
$95.8M +$95.8M +182,022 New
JWBC
303
John W. Bristol & Co
New York
$95.2M -$4.73M -8,992 -5%
QCM
304
QRG Capital Management
Illinois
$91.1M -$3.36M -6,375 -4%
BAMF
305
BI Asset Management Fondsmaeglerselskab
Denmark
$89M -$3.9M -7,402 -4%
MML Investors Services
306
MML Investors Services
Massachusetts
$88.6M +$12.6M +23,907 +17%
BCWM
307
Bartlett & Co Wealth Management
Ohio
$86.7M +$409K +779 +0.5%
BC
308
Bartlett & Co
Ohio
$86.7M +$409K +779 +0.5%
RP
309
Riverbridge Partners
Minnesota
$86.2M -$2.35M -4,459 -3%
CF
310
Canoe Financial
Alberta, Canada
$85.9M -$3.31M -6,281 -4%
CNB
311
Czech National Bank
Czech Republic
$85.3M +$64.8K +123 +0.1%
URS
312
Utah Retirement Systems
Utah
$84.9M +$500K +950 +0.6%
FDCDDQ
313
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.5M -$2.63M -4,995 -3%
LCP
314
LGT Capital Partners
Switzerland
$83.2M -$47.6M -90,386 -36%
Renaissance Technologies
315
Renaissance Technologies
New York
$82M +$82M +155,826 New
HPC
316
HM Payson & Co
Maine
$81.1M +$747K +1,419 +0.9%
Sands Capital Management
317
Sands Capital Management
Virginia
$81.1M +$4.65M +8,841 +6%
RG
318
Rathbones Group
United Kingdom
$80.4M +$2.66M +5,061 +3%
PI
319
PineBridge Investments
New York
$79.7M -$66.5M -126,353 -46%
ASC
320
Atalanta Sosnoff Capital
New York
$79.5M +$16.4M +31,229 +26%
BFS
321
Bradley Foster & Sargent
Connecticut
$78.7M +$5.38M +10,212 +7%
AWM
322
AE Wealth Management
Kansas
$77.7M +$3.85M +7,650 +5%
FWCM
323
Ferguson Wellman Capital Management
Oregon
$77.7M +$1.53M +2,908 +2%
CW
324
Connectus Wealth
Ohio
$77.6M -$461K -875 -0.6%
Federated Hermes
325
Federated Hermes
Pennsylvania
$76.9M -$2.5M -4,750 -3%
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