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UnitedHealth
UNH

Overview Fund Activity

3,391 hedge funds and large institutions have $436B invested in UnitedHealth in 2023 Q4 according to their latest regulatory filings, with 410 funds opening new positions, 1,415 increasing their positions, 1,232 reducing their positions, and 89 closing their positions.

Holders
3,391
Holders Change
+268
Holders Change %
+8.58%
% of All Funds
49.72%
Holding in Top 10
362
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-10.17%
% of All Funds
5.31%
New
410
Increased
1,415
Reduced
1,232
Closed
89
Calls
$4.6B
Puts
$4.41B
Net Calls
+$188M
Net Calls Change
-$269M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.7B
2
Jennison Associates
2
Jennison Associates
New York
$1.9B
3
State Street
3
State Street
Massachusetts
$24B
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$1.63B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$403M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$22B
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$243M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$12.8B
4
Bank of America
4
Bank of America
North Carolina
$5.85B
5
Sanders Capital
5
Sanders Capital
Florida
$2.61B
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$2.95B +$70.7M +134,381 +2%
Sanders Capital
27
Sanders Capital
Florida
$2.61B -$417M -792,748 -14%
Franklin Resources
28
Franklin Resources
California
$2.47B -$107M -202,439 -4%
Invesco
29
Invesco
Georgia
$2.42B +$187M +355,267 +8%
T. Rowe Price Investment Management
30
T. Rowe Price Investment Management
Maryland
$2.23B -$163M -308,795 -7%
Amundi
31
Amundi
France
$2.02B +$269M +500,041 +15%
UBS Group
32
UBS Group
Switzerland
$2.01B +$153M +291,491 +8%
Ameriprise
33
Ameriprise
Minnesota
$1.93B -$34.9M -66,382 -2%
Deutsche Bank
34
Deutsche Bank
Germany
$1.91B +$110M +209,334 +6%
Jennison Associates
35
Jennison Associates
New York
$1.9B +$629M +1,195,352 +49%
Barclays
36
Barclays
United Kingdom
$1.81B -$6.16M -11,696 -0.3%
GQG Partners
37
GQG Partners
Florida
$1.8B +$95M +180,511 +6%
Dodge & Cox
38
Dodge & Cox
California
$1.79B -$21.6M -40,998 -1%
American Century Companies
39
American Century Companies
Missouri
$1.7B +$157M +297,283 +10%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$1.63B +$430M +815,822 +36%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$1.54B +$128M +242,390 +9%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.52B -$51.6M -98,100 -3%
Fisher Asset Management
43
Fisher Asset Management
Washington
$1.51B +$49.9M +94,760 +3%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$1.43B -$28.8M -54,621 -2%
Canada Pension Plan Investment Board
45
Canada Pension Plan Investment Board
Ontario, Canada
$1.41B +$111M +210,920 +9%
DZ Bank
46
DZ Bank
Germany
$1.39B -$49.7M -94,372 -3%
CS
47
Credit Suisse
Switzerland
$1.35B -$38.6M -73,349 -3%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$1.33B +$8.88M +16,864 +0.7%
Polen Capital Management
49
Polen Capital Management
Florida
$1.28B -$54.3M -103,060 -4%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$1.25B -$40.4M -76,718 -3%
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