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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 %
ACM
426
Advisors Capital Management
New Jersey
$43.4M +$412K +783 +1%
EMPI
427
Elo Mutual Pension Insurance
Finland
$42.6M +$1.55M +2,948 +4%
Carson Wealth (CWM LLC)
428
Carson Wealth (CWM LLC)
Nebraska
$42.4M +$4.05M +7,697 +11%
SAM
429
Shell Asset Management
Netherlands
$42.2M -$10.5M -19,918 -20%
UH
430
Unigestion Holding
Switzerland
$41.7M -$98.5K -187 -0.2%
FFN
431
Focus Financial Network
Minnesota
$41.5M +$8.86M +16,829 +27%
B
432
Bailard
California
$41.4M +$436K +829 +1%
CA
433
Commerzbank Aktiengesellschaft
Germany
$41.4M +$7.14M +13,563 +21%
TMAM
434
Tokio Marine Asset Management
Japan
$41.3M +$1.51M +2,873 +4%
SI
435
Stephens Inc
Arkansas
$41.3M +$4.93M +9,370 +14%
GIBU
436
Gulf International Bank (UK)
United Kingdom
$40.8M -$4.24M -8,051 -9%
FLPIM
437
F.L. Putnam Investment Management
Massachusetts
$40.7M +$1.89M +3,583 +5%
BPA
438
Beacon Pointe Advisors
California
$40.5M -$1.28M -2,438 -3%
Baillie Gifford & Co
439
Baillie Gifford & Co
United Kingdom
$40.4M -$359K -681 -0.9%
Wealthfront Advisers
440
Wealthfront Advisers
California
$40.2M +$5.05M +9,587 +14%
CFM
441
Coronation Fund Managers
South Africa
$40.2M -$3.61M -6,866 -8%
Walleye Trading
442
Walleye Trading
New York
$39.8M +$31M +58,816 +349%
VPIM
443
Vanguard Personalized Indexing Management
California
$39.8M +$2.92M +5,537 +8%
CCM
444
Chilton Capital Management
Texas
$39.8M -$17.4K -33 -0%
Acadian Asset Management
445
Acadian Asset Management
Massachusetts
$39.7M -$7.37M -14,005 -16%
PCM
446
Polaris Capital Management
Massachusetts
$39M -$1.21M -2,300 -3%
KRS
447
Kentucky Retirement Systems
Kentucky
$39M +$71.1K +135 +0.2%
PAG
448
Private Advisor Group
New Jersey
$39M +$476K +904 +1%
MNG
449
Manning & Napier Group
New York
$38.9M +$20.1M +38,169 +107%
TC
450
TownSquare Capital
Utah
$38.8M -$1.37M -2,610 -3%
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