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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 %
JFG
526
Jefferies Financial Group
New York
$27.5M +$12.5M +23,701 +83%
AAP
527
Aristotle Atlantic Partners
Florida
$27.4M -$10.4M -19,835 -28%
GIA
528
Guyasuta Investment Advisors
Pennsylvania
$27.3M +$11M +20,813 +67%
MGP
529
Metis Global Partners
California
$27.3M +$3.63M +6,887 +15%
BCP
530
Blue Chip Partners
Michigan
$27.1M +$246K +467 +0.9%
CIP
531
Chartwell Investment Partners
Pennsylvania
$27.1M -$887K -1,685 -3%
FFA
532
First Foundation Advisors
California
$27.1M -$6.39M -12,145 -19%
BAM
533
Bell Asset Management
Australia
$27.1M +$562K +1,067 +2%
Tudor Investment Corp
534
Tudor Investment Corp
Connecticut
$27.1M +$25M +47,454 +1,205%
MCM
535
McKinley Capital Management
Alaska
$27M -$3.51M -6,658 -12%
PDM
536
Penn Davis McFarland
Texas
$26.9M -$387K -735 -1%
SFM
537
Stack Financial Management
Montana
$26.9M -$542K -1,029 -2%
CLGM
538
Capitolis Liquid Global Markets
New York
$26.8M +$26.8M +51,000 New
MPWT
539
MassMutual Private Wealth & Trust
Connecticut
$26.7M +$24.2K +46 +0.1%
BAMCO Inc
540
BAMCO Inc
New York
$26.4M +$2.21M +4,194 +9%
AC
541
Armistice Capital
New York
$26.3M -$36.9M -70,000 -58%
CCM
542
Cohen Capital Management
California
$26.3M – – –
CLOS
543
Compagnie Lombard Odier SCmA
Switzerland
$26.3M +$15.6M +29,600 +146%
PFM
544
Premier Fund Managers
United Kingdom
$26.3M -$26.3M -50,000 -50%
BCV
545
Banque Cantonale Vaudoise
Switzerland
$26M +$4.63M +8,796 +22%
QI
546
QV Investors
Alberta, Canada
$25.8M -$2.72M -5,170 -10%
BRWA
547
B. Riley Wealth Advisors
Florida
$25.5M -$3.79M -7,198 -13%
NMERB
548
New Mexico Educational Retirement Board
New Mexico
$25.5M – – –
WP
549
Wedgewood Partners
Missouri
$25.4M -$489K -947 -2%
DIA
550
Dana Investment Advisors
Wisconsin
$25.4M -$2.69M -5,115 -10%
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