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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 %
DFCM
3426
Dark Forest Capital Management
Puerto Rico
– -$1.1M -2,172 Closed
BS
3427
Bessemer Securities
New York
– -$1.09M -2,169 Closed
BWA
3428
Blodgett Wealth Advisors
California
– -$954K -1,893 Closed
GAA
3429
Global Assets Advisory
Florida
– -$946K -1,877 Closed
TC
3430
Toews Corporation
New Jersey
– -$756K -1,500 Closed
SA
3431
SRN Advisors
Pennsylvania
– -$744K -1,476 Closed
HS
3432
HighVista Strategies
Massachusetts
– -$605K -1,200 Closed
SSA
3433
Schonfeld Strategic Advisors
New York
– -$575K -1,141 Closed
WMC
3434
Westwood Management Corporation
Illinois
– -$555K -1,100 Closed
MC
3435
Maverick Capital
Texas
– -$543K -1,076 Closed
ICM
3436
Ionic Capital Management
New York
– -$530K -1,051 Closed
SPA
3437
Sherbrooke Park Advisers
New York
– -$443K -879 Closed
CA
3438
Corrado Advisors
New Jersey
– -$439K -871 Closed
TA
3439
Trellis Advisors
Washington
– -$439K -870 Closed
RCG
3440
Rock Creek Group
District of Columbia
– -$424K -840 Closed
MIA
3441
Milestone Investment Advisors
Wisconsin
– -$409K -811 Closed
CWM
3442
CCG Wealth Management
California
– -$353K -700 Closed
QC
3443
QCM Cayman
Texas
– -$352K -699 Closed
CFP
3444
Cypress Financial Planning
New Jersey
– -$316K -627 Closed
CIS
3445
Connors Investor Services
Pennsylvania
– -$310K -614 Closed
SWM
3446
Stockman Wealth Management
Montana
– -$292K -579 Closed
RA
3447
Rockingstone Advisors
Massachusetts
– -$288K -571 Closed
FMN
3448
Financial Management Network
California
– -$287K -563 Closed
PWLP
3449
Prio Wealth Limited Partnership
Massachusetts
– -$278K -552 Closed
GF
3450
Gries Financial
Ohio
– -$278K -551 Closed
136 137
138
139 140