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 %
WP
3401
Woodline Partners
California
– -$27.3M -54,209 Closed
Artisan Partners
3402
Artisan Partners
Wisconsin
– -$24.4M -48,309 Closed
CCG
3403
Cloverfields Capital Group
Minnesota
– -$24.2M -47,929 Closed
CTC (Chicago Trading Company)
3404
CTC (Chicago Trading Company)
Illinois
– -$20.2M -40,116 Closed
MCM
3405
Makena Capital Management
California
– -$17.5M -34,788 Closed
FNF
3406
Fidelity National Financial
Florida
– -$16.4M -32,440 Closed
Capital Fund Management (CFM)
3407
Capital Fund Management (CFM)
France
– -$10.8M -21,483 Closed
EW
3408
Evoke Wealth
California
– -$9.77M -19,386 Closed
BEC
3409
Blue Edge Capital
Virginia
– -$8.3M -16,464 Closed
FMAEN1
3410
Fund Management at Engine No 1
California
– -$6.68M -13,248 Closed
MMA
3411
Mizuho Markets Americas
New York
– -$5.63M -11,163 Closed
WG
3412
Winton Group
United Kingdom
– -$4.44M -8,809 Closed
AF
3413
Ally Financial
Michigan
– -$4.29M -8,500 Closed
CCM
3414
Cinctive Capital Management
New York
– -$3.65M -7,247 Closed
Gates Foundation Trust
3415
Gates Foundation Trust
Washington
– -$2.86M -5,665 Closed
LIP
3416
Lighthouse Investment Partners
Florida
– -$2.43M -4,816 Closed
TH
3417
Team Hewins
California
– -$2.41M -4,788 Closed
PIWA
3418
Prevail Innovative Wealth Advisors
Kansas
– -$2.39M -4,732 Closed
GKFF
3419
George Kaiser Family Foundation
Oklahoma
– -$2.01M -3,984 Closed
AAM
3420
Alphadyne Asset Management
New York
– -$1.79M -3,558 Closed
MFA
3421
Millington Financial Advisors
Illinois
– -$1.59M -3,156 Closed
WWM
3422
WT Wealth Management
Arizona
– -$1.31M -2,594 Closed
CHP
3423
Cable Hill Partners
Oregon
– -$1.22M -2,415 Closed
ECU
3424
Eisler Capital (US)
New York
– -$1.13M -2,245 Closed
DFCM
3425
Dark Forest Capital Management
Puerto Rico
– -$1.1M -2,172 Closed
135 136
137
138 139