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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 %
UM
351
UniSuper Management
Australia
$65.6M -$3.77M -7,153 -5%
Cambridge Investment Research Advisors
352
Cambridge Investment Research Advisors
Iowa
$64.6M -$4.57M -8,674 -7%
ZIM
353
Zacks Investment Management
Illinois
$64M -$282K -536 -0.4%
GKIM
354
GW&K Investment Management
Massachusetts
$63.9M -$2.13M -4,039 -3%
Focus Partners Wealth
355
Focus Partners Wealth
Massachusetts
$63.8M +$63.8M +121,193 New
CB
356
Commerce Bank
Missouri
$63.8M -$658K -1,249 -1%
OIAM
357
OFI Invest Asset Management
France
$63.6M -$904K -1,896 -1%
NC
358
Nicholas Company
Wisconsin
$62.3M – – –
O
359
Ossiam
France
$62.2M +$53.1M +100,837 +581%
Lido Advisors
360
Lido Advisors
California
$61.9M +$6.52M +12,391 +12%
USAA
361
United Services Automobile Association
Texas
$61.5M +$1.2M +2,271 +2%
NLGIA
362
Nippon Life Global Investors Americas
New York
$61.1M +$611K +1,160 +1%
YCM
363
Yousif Capital Management
Michigan
$59.7M -$3.02M -5,736 -5%
NA
364
NewEdge Advisors
Louisiana
$59.5M +$6.94M +13,287 +13%
AAIS
365
ABN AMRO Investment Solutions
$59.4M -$39K -74 -0.1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
366
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$58.5M +$35.9M +68,100 +159%
SOADOR
367
State of Alaska Department of Revenue
Alaska
$58.1M -$5.37M -10,195 -8%
CFB
368
Cullen/Frost Bankers
Texas
$57.7M -$844K -1,604 -1%
VA
369
Vident Advisory
Georgia
$57.3M +$3.81M +7,241 +7%
BIM
370
Bridges Investment Management
Nebraska
$57.1M -$349K -663 -0.6%
DSA
371
Davis Selected Advisers
Arizona
$57M -$2.82M -5,353 -5%
AA
372
Ancora Advisors
Ohio
$57M -$99.5K -189 -0.2%
MAM
373
Martingale Asset Management
Massachusetts
$56.9M -$4.5M -8,538 -7%
CAI
374
Capital Advisors Inc
Oklahoma
$56.6M +$1.81M +3,438 +3%
VIP
375
Vantage Investment Partners
Missouri
$56.3M +$11.9M +22,610 +27%
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