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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 %
EDRH
326
Edmond de Rothschild Holding
Switzerland
$76.9M -$11.2M -21,283 -13%
NYLIM
327
New York Life Investment Management
New York
$76.6M -$2.32M -4,406 -3%
FCI
328
Financial Counselors Inc
Kansas
$76.3M +$1.26M +2,400 +2%
BGCP
329
Bristol Gate Capital Partners
Ontario, Canada
$76.1M -$2.48M -4,718 -3%
VanEck Associates
330
VanEck Associates
New York
$75.4M +$4.82M +9,159 +7%
TRCT
331
Tower Research Capital (TRC)
New York
$74.9M +$58.8M +111,659 +365%
CII
332
Capital International Inc
California
$74.8M +$23.6M +44,895 +46%
CAN
333
Cetera Advisor Networks
California
$74.5M +$2.89M +5,495 +4%
Connor, Clark & Lunn Investment Management (CC&L)
334
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$73.8M -$55.4M -105,242 -43%
BTCPP
335
Border to Coast Pensions Partnership
United Kingdom
$73.7M +$1.53M +2,900 +2%
SPIA
336
Steward Partners Investment Advisory
New York
$73.7M +$2.71M +5,141 +4%
VDI
337
Vaughan David Investments
Illinois
$73.4M -$855K -1,624 -1%
BG
338
Bellevue Group
Switzerland
$72.7M -$63.2M -120,053 -46%
Holocene Advisors
339
Holocene Advisors
New York
$72.5M -$57.6M -109,333 -44%
Pathstone Holdings
340
Pathstone Holdings
New Jersey
$70.8M +$70.8M +133,498 New
UB
341
UMB Bank
Missouri
$68.7M -$4.96M -9,415 -7%
MOACM
342
Mutual of America Capital Management
New York
$68.3M -$3.3M -6,277 -5%
TIAA Trust, National Association
343
TIAA Trust, National Association
North Carolina
$67.5M +$2.51M +4,760 +4%
DILIC
344
Dai-ichi Life Insurance Company
Japan
$67.4M +$9.01M +17,108 +15%
GF
345
Gabelli Funds
New York
$67.2M +$3.47M +6,595 +5%
MCM
346
MAI Capital Management
Ohio
$67.1M +$3.5M +6,639 +5%
HPG
347
Harvest Portfolios Group
Ontario, Canada
$66.7M -$8.35M -15,865 -11%
Citadel Advisors
348
Citadel Advisors
Florida
$66.6M +$51.2M +97,284 +333%
CIP
349
Cornerstone Investment Partners
Georgia
$66.3M -$1.08M -2,059 -2%
LWCA
350
Locust Wood Capital Advisers
New York
$66M -$48.4M -91,983 -42%
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