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UnitedHealth
UNH

Overview Fund Activity

3,391 hedge funds and large institutions have $436B invested in UnitedHealth in 2023 Q4 according to their latest regulatory filings, with 410 funds opening new positions, 1,415 increasing their positions, 1,232 reducing their positions, and 89 closing their positions.

Holders
3,391
Holders Change
+268
Holders Change %
+8.58%
% of All Funds
49.72%
Holding in Top 10
362
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-10.17%
% of All Funds
5.31%
New
410
Increased
1,415
Reduced
1,232
Closed
89
Calls
$4.6B
Puts
$4.41B
Net Calls
+$188M
Net Calls Change
-$269M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.7B
2
Jennison Associates
2
Jennison Associates
New York
$1.9B
3
State Street
3
State Street
Massachusetts
$24B
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$1.63B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$403M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$22B
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$243M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$12.8B
4
Bank of America
4
Bank of America
North Carolina
$5.85B
5
Sanders Capital
5
Sanders Capital
Florida
$2.61B
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$1.21B 2,284,931 +208,852 +10%
Brown Advisory
52
Brown Advisory
Maryland
$1.2B 2,278,536 -134,372 -6%
Lazard Asset Management
53
Lazard Asset Management
New York
$1.11B 2,112,116 -28,814 -1%
Mawer Investment Management
54
Mawer Investment Management
Alberta, Canada
$1.08B 2,043,876 +32,726 +2%
Fiera Capital (Canada)
55
Fiera Capital (Canada)
Quebec, Canada
$1.07B 2,036,019 -204,757 -9%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.07B 2,034,718 -149,594 -7%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$1.06B 2,019,293 +67,361 +3%
Swedbank
58
Swedbank
Sweden
$995M 1,890,011 +6,076 +0.3%
Schroder Investment Management Group
59
Schroder Investment Management Group
United Kingdom
$968M 1,839,172 +178,137 +11%
RJA
60
Raymond James & Associates
Florida
$967M 1,837,173 +24,474 +1%
Nordea Investment Management
61
Nordea Investment Management
Sweden
$960M 1,818,250 -120,840 -6%
Eagle Capital Management (New York)
62
Eagle Capital Management (New York)
New York
$941M 1,786,527 -40,933 -2%
PI
63
Putnam Investments
Massachusetts
$935M 1,775,918 +66,180 +4%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$916M 1,740,497 -5,621 -0.3%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$904M 1,717,951 +433,642 +34%
First Manhattan
66
First Manhattan
New York
$904M 1,725,729 -44,778 -3%
Stifel Financial
67
Stifel Financial
Missouri
$901M 1,711,772 -5,709 -0.3%
Ensign Peak Advisors
68
Ensign Peak Advisors
Utah
$888M 1,686,644 -343,936 -17%
Macquarie Group
69
Macquarie Group
Australia
$881M 1,672,466 +22,713 +1%
Arrowstreet Capital
70
Arrowstreet Capital
Massachusetts
$875M 1,661,458 +126,196 +8%
SGA
71
Sustainable Growth Advisers
Connecticut
$869M 1,650,968 +7,862 +0.5%
Principal Financial Group
72
Principal Financial Group
Iowa
$855M 1,623,579 +42,079 +3%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$850M 1,615,001 +438,647 +37%
Grantham, Mayo, Van Otterloo & Co (GMO)
74
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$837M 1,589,231 +54,511 +4%
VAM
75
Vontobel Asset Management
New York
$830M 1,495,906 +3,111 +0.2%
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