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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 %
WTC
576
WhitTier Trust Company
Nevada
$22.7M -$122K -232 -0.5%
MCM
577
Mill Capital Management
North Carolina
$22.7M +$8.95K +17 +0%
NCM
578
Novare Capital Management
North Carolina
$22.6M +$202K +383 +0.9%
NW
579
NewEdge Wealth
Pennsylvania
$22.6M +$1.11M +2,104 +5%
GBA
580
Garrison Bradford & Associates
New York
$22.5M -$1.07M -2,033 -5%
ACA
581
Aptus Capital Advisors
Alabama
$22.5M -$614K -1,166 -3%
FCH
582
Freestone Capital Holdings
Washington
$22.5M +$186K +354 +0.8%
NSLI
583
Nan Shan Life Insurance
Taiwan
$22.5M -$10.5M -19,965 -32%
DCM
584
Dupont Capital Management
Delaware
$22.4M -$1.19M -2,255 -5%
SCA
585
Snowden Capital Advisors
New York
$22.2M +$617K +1,172 +3%
BSA
586
Braun Stacey Associates
New York
$22.2M -$325K -617 -1%
CIC
587
Carnegie Investment Counsel
Ohio
$22.2M +$217K +413 +1%
PAI
588
Pittenger & Anderson Inc
Nebraska
$22.1M -$59.5K -113 -0.3%
HW
589
Hancock Whitney
Mississippi
$22.1M -$28.4K -54 -0.1%
SPS
590
Susquehanna Portfolio Strategies
Pennsylvania
$21.8M +$21.8M +41,498 New
CAM
591
ClariVest Asset Management
California
$21.8M -$3.99M -7,574 -15%
Credit Agricole
592
Credit Agricole
France
$21.8M +$4.01M +7,619 +23%
WBC
593
Westpac Banking Corp
Australia
$21.7M -$4.67M -8,874 -18%
AA
594
ALPS Advisors
Colorado
$21.7M +$170K +323 +0.8%
JCM
595
JS Capital Management
New York
$21.6M +$3.16M +6,000 +17%
FAB
596
First American Bank
Illinois
$21.6M -$399K -758 -2%
CTA
597
Colonial Trust Advisors
South Carolina
$21.6M -$421K -800 -2%
MPMG
598
Minneapolis Portfolio Management Group
Minnesota
$21.4M -$912K -1,732 -4%
PA
599
Pinnacle Associates
New York
$21.3M +$198K +377 +0.9%
HWM
600
HB Wealth Management
Georgia
$21.2M +$1.26M +2,394 +6%
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