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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 %
EA
3326
Evolution Advisers
Virginia
$41K +$539 +1 +1%
AFS
3327
Annapolis Financial Services
Maryland
$40K -$1.58K -3 -4%
TCG
3328
Transcendent Capital Group
Oklahoma
$40K +$40K +76 New
LIWM
3329
Long Island Wealth Management
New York
$39K +$39K +75 New
SIS
3330
Strategic Investment Solutions
Illinois
$39K -$2.43M -4,621 -98%
CWM
3331
CarsonAllaria Wealth Management
Illinois
$37.4K +$527 +1 +1%
SR
3332
Syntax Research
Florida
$35.3K -$3.16K -6 -8%
LFASL
3333
Lugano Financial Advisors SA (LFA)
Switzerland
$35.3K +$21.1K +40 +148%
TWP
3334
TFO Wealth Partners
Ohio
$34.2K -$371K -705 -92%
CWM
3335
Cranbrook Wealth Management
Michigan
$31.6K – – –
TWD
3336
True Wealth Design
Ohio
$30.5K +$30.5K +58 New
TC
3337
Tacita Capital
Ontario, Canada
$30.5K +$30.5K +58 New
DF
3338
DecisionPoint Financial
Arizona
$30K – – –
DMKJ
3339
David M. Knott Jr
$30K – – –
CFS
3340
CGC Financial Services
Oregon
$29K +$26.3K +50 +1,000%
PK
3341
Pflug Koory
Nebraska
$27.4K – – –
PP
3342
Pacifica Partners
Canada
$27K – – –
RTL
3343
Red Tortoise LLC
Georgia
$26.9K – – –
CCC
3344
Chelsea Counsel Company
California
$26.3K – – –
RF
3345
Robbins Farley
New Hampshire
$26.3K – – –
RFG
3346
REAP Financial Group
Texas
$26.3K +$26.3K +50 New
VF
3347
VitalStone Financial
Texas
$26K -$418K -788 -94%
RG
3348
Richelieu Gestion
France
$26K +$26K +49 New
RWM
3349
Ruedi Wealth Management
Illinois
$25.4K -$38.7K -73 -60%
LAM
3350
Lummis Asset Management
Texas
$24.2K +$24.2K +46 New
132 133
134
135 136