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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 %
CA
551
Cornerstone Advisors
North Carolina
$25.4M -$3.21M -6,100 -11%
SGAM
552
Smith Group Asset Management
Texas
$25.3M +$25.3M +48,015 New
MAM
553
Meeder Asset Management
Ohio
$25.2M +$14.5M +27,610 +137%
HTHT
554
Hemenway Trust Hemenway Trust
New Hampshire
$25.1M +$561K +1,065 +2%
BCM
555
Bridgeway Capital Management
Texas
$24.8M -$84.8K -161 -0.3%
NB
556
Norinchukin Bank
Japan
$24.6M -$3.6M -6,839 -13%
BC
557
Burney Company
Virginia
$24.3M -$266K -506 -1%
AWS
558
Atria Wealth Solutions
New York
$24.3M -$3.38M -6,425 -12%
SS
559
Simplicity Solutions
Minnesota
$24.1M -$1.09M -2,065 -4%
NOCM
560
Night Owl Capital Management
Connecticut
$24.1M – – –
MYAM
561
Meiji Yasuda Asset Management
Japan
$23.9M +$1.87M +3,543 +8%
OMC
562
Overbrook Management Corp
New York
$23.9M -$280K -531 -1%
IMCOOI
563
Investment Management Corp of Ontario (IMCO)
Canada
$23.7M +$22.9M +43,428 +2,824%
BFG
564
Bleakley Financial Group
New Jersey
$23.5M -$1.13M -2,152 -5%
CSIC
565
Clifford Swan Investment Counsel
California
$23.4M +$327K +621 +1%
EWA
566
EP Wealth Advisors
California
$23.3M +$280K +531 +1%
FNT
567
First National Trust
Pennsylvania
$23.3M -$2.21M -4,206 -9%
EARNEST Partners
568
EARNEST Partners
Georgia
$23.2M -$17.9K -34 -0.1%
TTWM
569
TCV Trust & Wealth Management
Virginia
$23.2M -$460K -873 -2%
CA
570
Callahan Advisors
Texas
$23.2M -$161K -306 -0.7%
MC
571
Montag & Caldwell
Georgia
$23.2M -$13.4M -25,475 -37%
DT
572
Diversified Trust
Tennessee
$23M +$158K +300 +0.7%
DADC
573
D.A. Davidson & Co
Montana
$23M +$1.4M +2,658 +6%
PMEF
574
Point72 Middle East FZE
United Arab Emirates
$23M +$23M +43,627 New
CF
575
Covea Finance
France
$22.8M +$2.37M +4,500 +12%
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