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UnitedHealth
UNH

Overview Fund Activity

3,392 hedge funds and large institutions have $436B invested in UnitedHealth in 2023 Q4 according to their latest regulatory filings, with 410 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
3,392
Holders Change
+268
Holders Change %
+8.58%
% of All Funds
49.73%
Holding in Top 10
362
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-10.17%
% of All Funds
5.31%
New
410
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
$17.7B
2
Jennison Associates
Jennison Associates
New York
$1.9B
3
State Street
State Street
Massachusetts
$24B
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.63B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$403M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$22B
2
Viking Global Investors
Viking Global Investors
Connecticut
$243M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$12.8B
4
Bank of America
Bank of America
North Carolina
$5.85B
5
Sanders Capital
Sanders Capital
Florida
$2.61B
Name Holding Trade Value Shares
Change 		Shares
Change %
TLA
3301
Tanglewood Legacy Advisors
Texas
$64.2K – – –
BAM
3302
Bellevue Asset Management
Washington
$64.2K – – –
LFA
3303
Level Financial Advisors
New York
$63.9K – – –
OAJ
3304
Ogorek Anthony Joseph
New York
$63K – – –
FSWA
3305
Financial Synergies Wealth Advisors
Texas
$62K – – –
JEST
3306
JTC Employer Solutions Trustee
Jersey
$62K -$380K -772 -86%
LWA
3307
Lowe Wealth Advisors
Maryland
$59.1K – – –
SC
3308
Solstein Capital
California
$54.8K – – –
CIR
3309
Clear Investment Research
Georgia
$53.7K +$13.3K +25 +33%
HWM
3310
Horizons Wealth Management
North Carolina
$52.9K – – –
EPW
3311
Evergreen Private Wealth
Colorado
$52.6K +$52.6K +100 New
PCWA
3312
Pacific Capital Wealth Advisors
California
$52.6K +$52.6K +100 New
SCA
3313
Stuart Chaussee & Associates
California
$51.6K +$19.5K +37 +61%
FRA
3314
Front Row Advisors
California
$50.5K -$39.5K -75 -44%
LFA
3315
Legend Financial Advisors
Pennsylvania
$49K +$10.5K +20 +27%
PPWM
3316
PFG Private Wealth Management
Florida
$47.9K – – –
IRC
3317
Investors Research Corp
Georgia
$46.9K +$5.79K +11 +14%
JSP
3318
Jackson Square Partners
California
$46.3K -$330K -627 -88%
TAM
3319
Tucker Asset Management
Colorado
$44.2K -$3.69K -7 -8%
CMA
3320
Cedar Mountain Advisors
Oregon
$43.7K – – –
BSWA
3321
Bromfield Sneider Wealth Advisors
Massachusetts
$43.7K – – –
PCA
3322
Providence Capital Advisors
North Carolina
$42.6K -$5.79K -11 -12%
KFS
3323
Kelly Financial Services
Massachusetts
$42.4K +$524 +1 +1%
FF
3324
Friedenthal Financial
New Jersey
$42.1K +$42.1K +80 New
OBWP
3325
O'Brien Wealth Partners
Massachusetts
$41.1K +$11.1K +21 +37%
131 132
133
134 135