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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 %
OA
3226
Operose Advisors
Wisconsin
$158K -$168K -320 -52%
TVAMP
3227
Tennessee Valley Asset Management Partners
Tennessee
$158K +$158K +300 New
TFGT
3228
TS Financial Group (TSFG)
Illinois
$157K -$11.6K -22 -7%
YAL
3229
Your Advocates Ltd
Texas
$157K -$27.4K -52 -15%
NIMI
3230
Natixis Investment Managers International
France
$156K – – –
AP
3231
Arlington Partners
Alabama
$155K -$162K -307 -51%
VL
3232
Vima LLC
Michigan
$154K +$154K +293 New
PE
3233
Point72 Europe
United Kingdom
$153K +$153K +291 New
DF
3234
Dunhill Financial
United Kingdom
$153K +$10K +19 +7%
RS
3235
Rakuten Securities
Japan
$153K +$153K +290 New
NMM
3236
Naples Money Management
Florida
$152K +$152K +288 New
HBT
3237
Hills Bank & Trust
Iowa
$147K – – –
BCM
3238
Blume Capital Management
California
$145K – – –
FWM
3239
FSA Wealth Management
Massachusetts
$144K +$144K +274 New
CWM
3240
Compass Wealth Management
Connecticut
$140K – – –
PA
3241
PSI Advisors
Florida
$136K -$35.7K -68 -21%
FFO
3242
Fortitude Family Office
Arizona
$135K +$135K +256 New
FPB
3243
First PREMIER Bank
South Dakota
$134K +$8.38K +16 +7%
GAMC
3244
Garner Asset Management Corp
Texas
$132K +$132K +254 New
TCM
3245
TD Capital Management
Tennessee
$130K +$3.16K +6 +2%
RAM
3246
Riggs Asset Management
Pennsylvania
$129K -$15.3K -29 -11%
RP
3247
Rowlandmiller & Partners
Georgia
$129K – – –
TCM
3248
Tradewinds Capital Management
Washington
$125K – – –
BMC
3249
Bear Mountain Capital
Washington
$125K +$125K +240 New
DAM
3250
Delta Asset Management
Tennessee
$123K +$2.63K +5 +2%
128 129
130
131 132