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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 %
NRS
676
Neville Rodie & Shaw
New York
$17.2M +$219K +416 +1%
ELC
677
Edgar Lomax Company
Virginia
$17.1M -$692K -1,315 -4%
AAS
678
Avantax Advisory Services
Texas
$17.1M +$140K +266 +0.8%
EF
679
Empirical Finance
Pennsylvania
$17.1M +$70K +133 +0.4%
WTB
680
Washington Trust Bank
Washington
$17.1M -$811K -1,540 -5%
CCM
681
Carlson Capital Management
Minnesota
$17.1M +$168K +319 +1%
ECM
682
ExodusPoint Capital Management
New York
$17.1M +$9.99M +18,970 +141%
GIP
683
Granite Investment Partners
California
$17M -$306K -581 -2%
VIM
684
Vinva Investment Management
Australia
$16.9M +$16.9M +32,283 New
BIAS
685
Beacon Investment Advisory Services
New Jersey
$16.9M -$1.42M -2,696 -8%
KCM
686
Kornitzer Capital Management
Kansas
$16.8M -$297K -564 -2%
CFG
687
Citizens Financial Group
Rhode Island
$16.7M +$686K +1,303 +4%
CIA
688
CCM Investment Advisers
South Carolina
$16.7M +$116K +220 +0.7%
BWP
689
Barlow Wealth Partners
Kentucky
$16.6M +$16.6M +31,616 New
LGF
690
LGT Group Foundation
Liechtenstein
$16.6M +$1.31M +2,504 +9%
SW
691
SVB Wealth
Massachusetts
$16.5M -$2.33M -4,435 -12%
TBA
692
Tower Bridge Advisors
Pennsylvania
$16.5M -$17.9K -34 -0.1%
YIA
693
YHB Investment Advisors
Connecticut
$16.5M -$1.97M -3,743 -11%
1CP
694
11 Capital Partners
Connecticut
$16.4M -$361K -685 -2%
AL
695
Arnhold LLC
New York
$16.3M -$26.3K -50 -0.2%
SFA
696
Sequoia Financial Advisors
Ohio
$16.3M +$6.93M +13,168 +74%
PIA
697
Petredis Investment Advisors
Pennsylvania
$16.2M -$497K -944 -3%
GAB
698
German American Bancorp
Indiana
$16.2M +$253K +481 +2%
UAM
699
UAS Asset Management
New York
$16.2M -$76.3K -145 -0.5%
PMAM
700
Picton Mahoney Asset Management
Ontario, Canada
$16.1M +$5.42M +10,297 +51%
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