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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 %
LFAS
701
Level Four Advisory Services
Texas
$16.1M +$218K +414 +1%
SFI
702
Siemens Fonds Invest
Germany
$15.8M -$370K -702 -2%
HF
703
HRT Financial
New York
$15.8M +$7.59M +14,420 +92%
BCM
704
Bornite Capital Management
New York
$15.8M +$15.8M +30,000 New
FGP
705
Foyston, Gordon, & Payne
Ontario, Canada
$15.8M -$454K -862 -3%
CAC
706
Core Alternative Capital
Georgia
$15.8M -$3.56M -6,765 -18%
GH
707
GAM Holding
Switzerland
$15.7M +$11.6K +22 +0.1%
MSFP
708
Mark Sheptoff Financial Planning
Connecticut
$15.6M -$262K -498 -2%
AWM
709
Axxcess Wealth Management
California
$15.4M +$1.35M +2,573 +10%
NMIMC
710
Northwestern Mutual Investment Management Company
Wisconsin
$15.4M +$21.1K +40 +0.1%
SWM
711
Segment Wealth Management
Texas
$15.4M +$574K +1,090 +4%
Walleye Capital
712
Walleye Capital
New York
$15.3M +$7.28M +13,830 +90%
MC
713
Middleton & Co
Massachusetts
$15.3M -$236K -448 -2%
FIA
714
Foundations Investment Advisors
Arizona
$15.3M +$2.9M +5,718 +23%
CCMIC
715
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$15.3M -$1.16M -2,209 -7%
MWM
716
Meridian Wealth Management
Kentucky
$15.3M +$3.44M +6,529 +29%
JAM
717
Jupiter Asset Management
United Kingdom
$15.2M +$305K +580 +2%
Nomura Holdings
718
Nomura Holdings
Japan
$15.1M +$15.1M +28,706 New
LS
719
Livforsakringsbolaget Skandia
Sweden
$15M +$460K +874 +3%
AF
720
Allworth Financial
California
$15M +$66.9K +127 +0.4%
QIM
721
Quest Investment Management
Oregon
$14.8M +$1.53M +2,904 +12%
GP
722
Girard Partners
Pennsylvania
$14.7M -$451K -856 -3%
NWM
723
Nicola Wealth Management
British Columbia, Canada
$14.7M – – –
WSTAM
724
Wilbanks Smith & Thomas Asset Management
Virginia
$14.7M +$475K +903 +3%
BWFA
725
Baltimore-Washington Financial Advisors
Maryland
$14.6M +$89K +169 +0.6%
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