UNH icon

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 %
KSWA
3376
Kathleen S. Wright Associates
Pennsylvania
$8.95K – – –
MSWM
3377
Mowery & Schoenfeld Wealth Management
Illinois
$8.95K +$8.95K +17 New
LIM
3378
Longfellow Investment Management
Massachusetts
$8.42K – – –
FBC
3379
Fairfield, Bush & Co
Connecticut
$7.9K +$7.9K +15 New
TC
3380
Trium Capital
United Kingdom
$7.04K +$354 +672 +5%
PS
3381
PayPay Securities
Japan
$6.29K -$2.86K -5 -31%
KC
3382
Knuff & Co
California
$5.79K – – –
BCPWM
3383
Bradley & Co Private Wealth Management
Florida
$5.27K – – –
IWA
3384
IBEX Wealth Advisors
New Jersey
$5.02K -$4.65M -9,264 -100%
AFWM
3385
Abich Financial Wealth Management
Virginia
$4.42K +$4.42K +8 New
HFS
3386
HBC Financial Services
Washington
$4K – – –
MIM
3387
Macroview Investment Management
Maryland
$3.79K -$20K -37 -84%
DWA
3388
Delos Wealth Advisors
Texas
$3.69K -$30.5K -58 -89%
CWM
3389
Cedar Wealth Management
California
$3.16K – – –
SWM
3390
Sanctuary Wealth Management
Idaho
$3.16K – – –
PIS
3391
POM Investment Strategies
North Carolina
$3.16K +$3.16K +6 New
NC
3392
NewSquare Capital
Pennsylvania
$1.58K -$33.2K -63 -95%
QL
3393
Quarry LP
New York
$1.58K +$1.58K +3 New
MBFW
3394
Morton Brown Family Wealth
Pennsylvania
$1.58K +$1.58K +3 New
GIM
3395
Gold Investment Management
Alberta, Canada
$1.58K +$1.58K +3 New
ESCM
3396
Echo Street Capital Management
New York
– -$252M -500,678 Closed
MCM
3397
Marsico Capital Management
Colorado
– -$48.6M -96,397 Closed
ECM
3398
Element Capital Management
New York
– -$38.4M -76,148 Closed
KWILP
3399
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$36.9M -73,100 Closed
CF
3400
Cantor Fitzgerald
New York
– -$34.1M -67,715 Closed
134 135
136
137 138