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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 %
FBB
476
Fulton Breakefield Broenniman
Maryland
$33.8M +$59K +112 +0.2%
HIMC
477
Heritage Investors Management Corp
Maryland
$33.7M -$710K -1,349 -2%
FMII
478
Farmers & Merchants Investments Inc
Nebraska
$33.6M +$84.8K +161 +0.3%
ACI
479
Alpha Cubed Investments
California
$33.5M +$634K +1,205 +2%
VMPIC
480
Varma Mutual Pension Insurance Co
Finland
$33.4M -$18.7M -35,458 -36%
DLA
481
Douglas Lane & Associates
New York
$33.3M -$1.32M -2,516 -4%
GGS
482
Galvin Gaustad & Stein
Arizona
$33.2M +$314K +596 +1%
EB
483
Eastern Bank
Massachusetts
$33M -$63.2K -120 -0.2%
SEM
484
Suncoast Equity Management
Florida
$32.9M +$455K +864 +1%
ST
485
Sabal Trust
Florida
$32.9M -$1.11M -2,106 -3%
HIMCH
486
Hartford Investment Management Co (HIMCO)
Connecticut
$32.8M -$710K -1,349 -2%
AC
487
AltraVue Capital
Washington
$32.1M – – –
PCIA
488
Prime Capital Investment Advisors
Kansas
$32M +$1.02M +1,946 +3%
ABC
489
Associated Banc-Corp
Wisconsin
$32M -$77.4K -147 -0.2%
Pacer Advisors
490
Pacer Advisors
Pennsylvania
$31.9M +$551K +1,047 +2%
CNAM
491
Campbell Newman Asset Management
Wisconsin
$31.8M +$178K +338 +0.6%
OC
492
Oppenheimer & Co
New York
$31.8M +$914K +1,736 +3%
IC
493
IEQ Capital
California
$31.7M +$2.83M +5,378 +10%
EWA
494
Exencial Wealth Advisors
Oklahoma
$31.6M +$395K +751 +1%
CIC
495
Chilton Investment Company
Connecticut
$31.2M -$512K -972 -2%
QIM
496
Quantitative Investment Management
Virginia
$31.1M +$31.1M +59,092 New
MCM
497
Maple Capital Management
Vermont
$31.1M +$757K +1,437 +2%
CTI
498
Community Trust & Investment
Kentucky
$31M -$128K -244 -0.4%
PWAM
499
Park West Asset Management
California
$30.9M +$4M +7,600 +15%
SYBT
500
Stock Yards Bank & Trust
Kentucky
$30.9M +$1.85M +3,518 +6%
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