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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 %
CMP
3276
Coston McIsaac & Partners
Maine
$89K – – –
UFF
3277
USA Financial Formulas
Michigan
$87.4K +$87.4K +166 New
VWA
3278
Valued Wealth Advisors
Utah
$87.2K +$87.2K +173 New
BHWM
3279
Beaird Harris Wealth Management
Texas
$86.9K +$34.2K +65 +65%
BHWM
3280
Bay Harbor Wealth Management
Maryland
$84.8K +$2.63K +5 +3%
CCMI
3281
Creative Capital Management Investments
California
$84.2K – – –
GG
3282
Gleason Group
Kentucky
$82.9K – – –
IWP
3283
IAG Wealth Partners
Wisconsin
$82.1K – – –
DI
3284
DAGCO Inc
Ohio
$81.1K -$53.4M -101,515 -100%
DWS
3285
Dynamic Wealth Strategies
California
$81.1K +$81.1K +154 New
W
3286
WealthCollab
Washington
$80K +$80K +152 New
KWAG
3287
Kiely Wealth Advisory Group
North Carolina
$79.6K +$79.6K +160 New
NCM
3288
Northwest Capital Management
Oregon
$79K +$2.63K +5 +3%
RBC
3289
Roble Belko & Company
Pennsylvania
$77K – – –
EFMH
3290
E Fund Management (HK)
Hong Kong
$76K +$76K +144 New
GJIA
3291
Glass Jacobson Investment Advisors
Maryland
$74.8K -$2.11K -4 -3%
ODG
3292
O'Dell Group
Ohio
$73.6K +$73.6K +140 New
DPW
3293
DiNuzzo Private Wealth
Pennsylvania
$72.7K +$72.7K +138 New
RG
3294
Retirement Group
California
$70.5K -$6.32K -12 -8%
GWMIA
3295
Global Wealth Management Investment Advisory
Florida
$70K -$10.5K -20 -13%
FIM
3296
FWL Investment Management
Texas
$69.5K -$3.16K -6 -4%
NF
3297
Norwood Financial
Pennsylvania
$69.5K – – –
NSG
3298
Nalls Sherbakoff Group
Tennessee
$68.4K – – –
GWM
3299
Guardian Wealth Management
Illinois
$67.8K – – –
DFA
3300
DHJJ Financial Advisors
Illinois
$65.7K – – –
130 131
132
133 134