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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 %
QCM
601
Quantinno Capital Management
New York
$21.2M +$3.07M +5,825 +17%
FFB
602
First Financial Bankshares
Texas
$21.2M +$21.2M +40,194 New
TAM
603
Trillium Asset Management
Massachusetts
$21.1M +$7.57M +14,378 +56%
CWM
604
Calamos Wealth Management
Illinois
$21.1M -$95.3K -181 -0.5%
LIP
605
Liontrust Investment Partners
United Kingdom
$21.1M +$16.1M +30,500 +321%
PCA
606
Private Capital Advisors
Connecticut
$21M -$147K -280 -0.7%
CCM
607
Copeland Capital Management
Pennsylvania
$21M -$514K -976 -2%
GVAG
608
Great Valley Advisor Group
Delaware
$20.7M +$2.68M +5,092 +15%
PP
609
Patten & Patten
Tennessee
$20.7M -$643K -1,222 -3%
CGH
610
Crossmark Global Holdings
Texas
$20.6M -$351K -667 -2%
First Eagle Investment Management
611
First Eagle Investment Management
New York
$20.4M -$1.75M -3,327 -8%
PAIM
612
Punch & Associates Investment Management
Minnesota
$20.4M – – –
LMIM
613
Lockheed Martin Investment Management
Maryland
$20.4M +$1.84M +3,650 +10%
NCM
614
Narwhal Capital Management
Georgia
$20.3M -$3.34M -6,352 -14%
CA
615
Cetera Advisors
Colorado
$20.3M +$1.21M +2,299 +6%
BFEC
616
Benjamin F. Edwards & Company
Missouri
$20.3M +$4M +7,594 +25%
MWM
617
Modera Wealth Management
New Jersey
$20.3M -$667K -1,266 -3%
MAM
618
Madison Asset Management
Wisconsin
$20.1M -$329K -624 -2%
MLICM
619
Metropolitan Life Insurance Company (MetLife)
New York
$19.8M -$356K -677 -2%
HI
620
Hendershot Investments
Virginia
$19.8M +$253K +480 +1%
BMCM
621
Bryn Mawr Capital Management
Pennsylvania
$19.8M +$1.33M +2,519 +7%
DWT
622
Dorsey & Whitney Trust
South Dakota
$19.8M +$790K +1,500 +4%
SPC
623
Stewart & Patten Company
California
$19.7M -$278K -528 -1%
JA
624
JLB & Associates
Michigan
$19.7M -$94.2K -179 -0.5%
WI
625
Wafra Inc
New York
$19.6M -$27.2M -51,695 -58%
23 24
25
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