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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 %
SAM
501
Securian Asset Management
Minnesota
$30.8M -$4.16M -7,908 -12%
RG
502
Renaissance Group
Kentucky
$30.8M -$508K -965 -2%
APM
503
Avidity Partners Management
Texas
$30.8M -$28.3M -53,700 -48%
CTA
504
Chesley Taft & Associates
Illinois
$30.8M -$124K -236 -0.4%
WorldQuant Millennium Advisors
505
WorldQuant Millennium Advisors
New York
$30.7M -$25.7M -48,843 -46%
PP
506
Prudential plc
United Kingdom
$30.5M +$2.14M +4,062 +8%
SAI
507
Systematic Alpha Investments
New Jersey
$30.2M – – –
SBH
508
Segall Bryant & Hamill
Illinois
$29.9M -$83.8M -159,263 -74%
ICP
509
Ironvine Capital Partners
Nebraska
$29.9M -$2.04M -3,869 -6%
ATI
510
Act Two Investors
California
$29.9M +$1.37M +2,609 +5%
CWM
511
Congress Wealth Management
Massachusetts
$29.7M +$1.04M +1,982 +4%
VI
512
Vestcor Inc
New Brunswick, Canada
$29.7M +$1.23M +2,343 +4%
LSERS
513
Louisiana State Employees Retirement System
Louisiana
$29.4M -$790K -1,500 -3%
GIM
514
Generate Investment Management
New Zealand
$29.3M +$29.3M +55,725 New
GC
515
Guardian Capital
Ontario, Canada
$29.2M -$412K -783 -1%
SF
516
Synovus Financial
Georgia
$29M -$5.25M -9,963 -15%
RC
517
RBF Capital
California
$29M – – –
CRC
518
Curi RMB Capital
Illinois
$28.9M -$2.78M -5,283 -9%
BPWM
519
Badgley Phelps Wealth Managers
Washington
$28.8M +$2.69M +5,110 +10%
RPAM
520
Rhenman & Partners Asset Management
Sweden
$28.4M +$4.21M +8,000 +17%
Group One Trading
521
Group One Trading
Illinois
$28.2M +$17.9M +33,935 +173%
ONB
522
Old National Bancorp
Indiana
$28M +$249K +473 +0.9%
DOA
523
D'Orazio & Associates
Virginia
$27.7M +$217K +412 +0.8%
PAM
524
Palisade Asset Management
Minnesota
$27.6M +$8.95K +17 +0%
BS
525
Banco Santander
Spain
$27.5M -$14.8M -28,091 -35%
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