UNH icon

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 %
FLII
401
First Long Island Investors
New York
$49.2M -$532K -1,010 -1%
BBVA
402
Banco Bilbao Vizcaya Argentaria
Spain
$49.2M -$3.65M -6,938 -7%
ATN
403
AMF Tjänstepension
Sweden
$48.7M +$48.7M +92,476 New
ACM
404
Alta Capital Management
Utah
$48.3M -$697K -1,323 -1%
UCFA
405
United Capital Financial Advisors
Texas
$48.2M -$11.4M -21,734 -19%
HFS
406
Hantz Financial Services
Michigan
$48.1M -$2.16M -4,098 -4%
ADEF
407
Adams Diversified Equity Fund
Maryland
$47.7M – – –
ZCM
408
Ziegler Capital Management
Illinois
$47.5M -$245K -465 -0.5%
NEI
409
Northwest & Ethical Investments
Ontario, Canada
$46.5M -$2.25M -4,278 -5%
PIM
410
Provident Investment Management
Michigan
$46.3M -$267K -507 -0.6%
WT
411
Whittier Trust
California
$46.3M +$663K +1,259 +1%
RMDI
412
R.M. Davis Inc
Maine
$45.7M -$1.72M -3,269 -4%
BCM
413
Bowie Capital Management
Texas
$45.6M -$1.39M -2,646 -3%
NP
414
NS Partners
United Kingdom
$45.1M -$7.37K -14 -0%
PTC
415
Petrus Trust Company
Texas
$44.7M -$447K -849 -1%
CT
416
Cambridge Trust
Massachusetts
$44.5M +$98.5K +187 +0.2%
OWP
417
Obermeyer Wealth Partners
Colorado
$44.4M -$876K -1,664 -2%
GI
418
Gradient Investments
Minnesota
$44.4M +$2.64M +5,023 +6%
OSAM
419
O'Shaughnessy Asset Management
Connecticut
$44.3M +$947K +1,798 +2%
SCM
420
Silvant Capital Management
Georgia
$44.3M +$485K +922 +1%
AI
421
Atria Investments
North Carolina
$44.2M +$367K +697 +0.8%
AssetMark Inc
422
AssetMark Inc
California
$43.8M +$3.37M +6,394 +8%
AAM
423
Aureus Asset Management
Massachusetts
$43.7M +$42.1K +80 +0.1%
SIA
424
Sit Investment Associates
Minnesota
$43.7M -$1.78M -3,389 -4%
GC
425
Guggenheim Capital
Illinois
$43.7M +$1.75M +3,331 +4%
15 16
17
18 19