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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 %
CH
3251
Canton Hathaway
Rhode Island
$121K – – –
SA
3252
Scarborough Advisors
Maryland
$120K +$120K +228 New
MFT
3253
Moisand Fitzgerald Tamayo
Florida
$120K – – –
MIHAS
3254
Maj Invest Holding A/S
Denmark
$117K – – –
AW
3255
Avion Wealth
Texas
$117K +$5.8K +11 +5%
CSWM
3256
Cassady Schiller Wealth Management
Ohio
$115K – – –
AWM
3257
Activest Wealth Management
Florida
$114K -$13.7K -26 -11%
OLVIG
3258
Oliver Lagore Vanvalin Investment Group
Michigan
$113K +$12.6K +24 +13%
RA
3259
Rise Advisors
New York
$112K +$85.8K +163 +326%
MAWCM
3260
Mine & Arao Wealth Creation & Management
California
$111K – – –
HC
3261
Hoese & Co
Minnesota
$109K – – –
FCG
3262
Financial Connections Group
California
$106K -$6.3K -12 -6%
BCMLT
3263
Beacon Capital Management LLC (Tennessee)
Tennessee
$106K -$91.8K -182 -46%
ACA
3264
American Capital Advisory
Idaho
$106K +$106K +201 New
PP
3265
Pingora Partners
Wyoming
$105K +$105K +200 New
SGC
3266
Slocum, Gordon & Co
Rhode Island
$105K – – –
NMG
3267
New Millennium Group
Utah
$101K -$3.69K -7 -4%
HF
3268
Halpern Financial
Virginia
$100K -$16.8K -31 -14%
IUHSA
3269
Itau Unibanco Holding S.A.
Brazil
$99.5K -$112K -213 -53%
CHA
3270
Carmichael Hill & Associates
Maryland
$98.2K – – –
WAM
3271
WFA Asset Management
Wisconsin
$97.1K -$2.11K -4 -2%
AWM
3272
Able Wealth Management
New Jersey
$94.4K +$94.4K +179 New
WAG
3273
Wiser Advisor Group
Arizona
$93.3K +$93.3K +177 New
CFG
3274
CKW Financial Group
Hawaii
$92K – – –
GIS
3275
Grayhawk Investment Strategies
Alberta, Canada
$91.1K +$41.6K +79 +84%
129 130
131
132 133