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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 %
TA
651
TruWealth Advisors
Louisiana
$18.3M -$126K -239 -0.7%
ACIM
652
Azimuth Capital Investment Management
Michigan
$18.2M -$7.9K -15 -0%
WM
653
Whitford Management
New York
$18.1M +$17.6M +33,497 +3,610%
AIM
654
Artemis Investment Management
United Kingdom
$18.1M -$21.6M -41,024 -54%
ATPW
655
Ashton Thomas Private Wealth
Arizona
$18.1M +$1.07M +2,026 +6%
RBCM
656
Raub Brock Capital Management
California
$18.1M -$3.94M -7,483 -18%
WB
657
WesBanco Bank
West Virginia
$18M -$11.6M -21,995 -39%
VLKIM
658
Van Lanschot Kempen Investment Management
Netherlands
$18M -$309K -586 -2%
SRAM
659
Spouting Rock Asset Management
Pennsylvania
$18M -$4.95M -9,404 -22%
RWP
660
RWA Wealth Partners
Massachusetts
$17.9M +$9.53M +18,101 +114%
ORI
661
Oak Ridge Investments
Illinois
$17.9M +$231K +438 +1%
FMC
662
First Merchants Corp
Indiana
$17.8M +$824K +1,566 +5%
VCM
663
Violich Capital Management
California
$17.8M -$23.7K -45 -0.1%
SMFG
664
Sumitomo Mitsui Financial Group
Japan
$17.8M +$1.8M +3,415 +11%
FCBT
665
First Citizens Bank & Trust
North Carolina
$17.6M +$5.73M +10,881 +48%
AHC
666
Adell Harriman & Carpenter
Texas
$17.5M +$111K +211 +0.6%
HIP
667
HUB Investment Partners
Texas
$17.5M +$13.6M +25,925 +355%
ATC
668
Argent Trust Co
Tennessee
$17.4M +$110K +208 +0.6%
BBA
669
Baader Bank Aktiengesellschaft
Germany
$17.4M -$1.43M -2,708 -8%
LSV Asset Management
670
LSV Asset Management
Illinois
$17.4M – – –
KRSITF
671
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$17.3M -$15.8K -30 -0.1%
BFA
672
Bragg Financial Advisors
North Carolina
$17.3M -$858K -1,629 -5%
AWM
673
Apollon Wealth Management
South Carolina
$17.2M +$5.7M +10,828 +49%
CL
674
CIM LLC
New York
$17.2M +$157K +298 +0.9%
ACA
675
Anchor Capital Advisors
Massachusetts
$17.2M -$851K -1,617 -5%
25 26
27
28 29