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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 %
QPBE
376
Quintet Private Bank (Europe)
Luxembourg
$56M +$3.78M +7,183 +7%
VVP
377
Vulcan Value Partners
Alabama
$55.5M -$9.72M -18,437 -15%
MME
378
Meag Munich Ergo
Germany
$55.4M -$360K -684 -0.6%
CM
379
Cercano Management
Washington
$54.9M – – –
DCM
380
Donaldson Capital Management
Indiana
$54.7M +$5.47M +10,390 +11%
IMPI
381
Ilmarinen Mutual Pension Insurance
Finland
$54.6M +$263K +500 +0.5%
CQS
382
Credential Qtrade Securities
$54.6M +$606K +1,152 +1%
OAM
383
Oppenheimer Asset Management
New York
$54.5M +$374K +710 +0.7%
EOJOAM
384
E. Ohman J:or Asset Management
Sweden
$54.3M -$13.1M -24,876 -19%
OPERF
385
Oregon Public Employees Retirement Fund
Oregon
$53.9M -$9.06M -17,213 -14%
SAM
386
SP Asset Management
California
$53.7M +$444K +844 +0.8%
WFMPM
387
Woodley Farra Manion Portfolio Management
Indiana
$52.9M +$868K +1,648 +2%
Alyeska Investment Group
388
Alyeska Investment Group
Illinois
$52.6M +$52.6M +100,000 New
HJGA
389
Hardman Johnston Global Advisors
Connecticut
$52.4M +$2.89M +5,497 +6%
AIM
390
Achmea Investment Management
Netherlands
$51.8M -$9.53M -18,107 -16%
Envestnet Portfolio Solutions
391
Envestnet Portfolio Solutions
Illinois
$51.6M +$8.46M +16,074 +20%
CPSAC
392
Chas P. Smith & Associates (CPS)
Florida
$51.4M +$620K +1,177 +1%
GCIM
393
Gunn & Company Investment Management
Florida
$51.4M +$47.8M +90,883 +1,337%
Luther King Capital Management (LKCM)
394
Luther King Capital Management (LKCM)
Texas
$51.2M +$30.1M +57,170 +142%
KAS
395
Kestra Advisory Services
Texas
$50.1M -$755K -1,434 -1%
HWA
396
Heritage Wealth Advisors
Virginia
$49.6M -$2.82M -5,351 -5%
Rafferty Asset Management
397
Rafferty Asset Management
New York
$49.6M -$1.32M -2,506 -3%
MPM
398
MBB Public Markets
Illinois
$49.5M -$17.8M -33,822 -26%
BCI
399
Brinker Capital Investments
Pennsylvania
$49.2M +$248K +462 +0.5%
OPS
400
Orion Portfolio Solutions
Nebraska
$49.2M +$248K +462 +0.5%
14 15
16
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