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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 %
BF
451
BOK Financial
Oklahoma
$38.7M -$1.06M -2,020 -3%
RRAM
452
River Road Asset Management
Kentucky
$38.3M -$2.99M -5,670 -7%
MGM
453
Manchester Global Management
United Kingdom
$38.2M – – –
EI
454
Ethic Inc
New York
$38.1M +$4.02M +7,645 +12%
CTC
455
Central Trust Company
Missouri
$38.1M +$34.2K +65 +0.1%
MSRPS
456
Maryland State Retirement & Pension System
Maryland
$38M +$326K +620 +0.9%
Kayne Anderson Rudnick Investment Management
457
Kayne Anderson Rudnick Investment Management
California
$37.8M +$2.79M +5,304 +8%
WA
458
WestEnd Advisors
North Carolina
$37.5M -$791K -1,503 -2%
IMRF
459
Illinois Municipal Retirement Fund
Illinois
$37.4M -$272K -517 -0.7%
TAM
460
Todd Asset Management
Kentucky
$37.2M +$1.98M +3,760 +6%
O
461
OrbiMed
New York
$36.9M – – –
FT
462
Fiduciary Trust
Massachusetts
$36.8M +$287K +545 +0.8%
RT
463
Rockland Trust
Massachusetts
$36.7M -$124K -235 -0.3%
PC
464
Port Capital
Illinois
$36.5M +$219K +416 +0.6%
CP
465
Cumberland Partners
Ontario, Canada
$36.5M +$3.7M +7,263 +11%
Cetera Investment Advisers
466
Cetera Investment Advisers
Illinois
$36.5M -$630K -1,197 -2%
SDIC
467
South Dakota Investment Council
South Dakota
$36.4M -$1.11M -2,100 -3%
WJWM
468
Williams Jones Wealth Management
New York
$36.2M +$389K +739 +1%
Millennium Management
469
Millennium Management
New York
$36.1M -$21.8M -41,317 -38%
ERIM
470
Eagle Ridge Investment Management
Connecticut
$36.1M -$282K -535 -0.8%
SCTC
471
Sanibel Captiva Trust Company
Florida
$35.7M +$35.7M +67,720 New
RJT
472
Raymond James Trust
Florida
$35.6M +$511K +970 +1%
AAM
473
Auxier Asset Management
Oregon
$35.5M -$6.36M -12,075 -15%
LA
474
LBP AM
France
$34.2M -$706K -1,341 -2%
PGFC
475
Peapack-Gladstone Financial Corp
New Jersey
$33.8M +$13.2K +25 +0%
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