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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 %
SFC
3451
Strategic Financial Concepts
Texas
– -$270K -535 Closed
ORAM
3452
One River Asset Management
Connecticut
– -$269K -531 Closed
AFP
3453
Alpha Financial Partners
Kentucky
– -$264K -524 Closed
KA
3454
Kearns & Associates
California
– -$252K -500 Closed
BFP
3455
Briaud Financial Planning
Texas
– -$246K -488 Closed
AA
3456
AlphaQ Advisors
Florida
– -$246K -488 Closed
VCM
3457
Verde Capital Management
Michigan
– -$245K -486 Closed
DWM
3458
Destination Wealth Management
California
– -$240K -476 Closed
CCP
3459
Carmel Capital Partners
California
– -$239K -474 Closed
WAOTB
3460
Wealth Advisors of Tampa Bay
Florida
– -$237K -470 Closed
CPCM
3461
Cardinal Point Capital Management
Ontario, Canada
– -$234K -464 Closed
EFH
3462
Eaton Financial Holdings
Florida
– -$232K -460 Closed
BWM
3463
Benchmark Wealth Management
Connecticut
– -$218K -432 Closed
ACA
3464
Ascension Capital Advisors
Texas
– -$216K -429 Closed
RF
3465
Rollins Financial
Georgia
– -$216K -428 Closed
TFO
3466
Tarbox Family Office
California
– -$215K -426 Closed
EIA
3467
Eldridge Investment Advisors
New Hampshire
– -$212K -420 Closed
NIC
3468
Northwest Investment Counselors
Oregon
– -$208K -413 Closed
ML
3469
McAdam LLC
Pennsylvania
– -$203K -403 Closed
AFG
3470
AFS Financial Group
Maryland
– -$202K -401 Closed
FDDB
3471
Fidelity D&D Bancorp
Pennsylvania
– -$202K -400 Closed
SHA
3472
Seneca House Advisors
Virginia
– -$209K -397 Closed
VFP
3473
Verus Financial Partners
Virginia
– -$207K -384 Closed
QP
3474
Quilter Plc
United Kingdom
– -$250K -251 Closed
MS
3475
Mizuho Securities
Japan
– -$111K -220 Closed
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