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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 %
CK
726
Cohen Klingenstein
New York
$14.6M – – –
MFAM
727
Motley Fool Asset Management
Virginia
$14.6M +$723K +1,373 +5%
KWMG
728
King Wealth Management Group
Florida
$14.6M -$418K -794 -3%
ECU
729
Eisler Capital (UK)
United Kingdom
$14.6M -$10.4M -19,786 -42%
MGWM
730
Marks Group Wealth Management
Minnesota
$14.4M +$315K +598 +2%
LBC
731
Lowe Brockenbrough & Co
Virginia
$14.4M -$1.6M -3,031 -10%
TCOV
732
Trust Company of Vermont
Vermont
$14.4M +$1.4M +2,661 +11%
CPC
733
Cookson Peirce & Co
Pennsylvania
$14.2M +$13.2M +25,041 +1,343%
TIP
734
Torray Investment Partners
Maryland
$14.1M +$15.3K +29 +0.1%
PI
735
PGGM Investments
Netherlands
$14.1M -$4.46M -8,470 -24%
MWM
736
Moran Wealth Management
Florida
$14.1M -$514K -976 -4%
PIM
737
Penobscot Investment Management
Massachusetts
$14M +$718K +1,364 +5%
PFS
738
Prospera Financial Services
Texas
$14M +$240K +455 +2%
HFS
739
Haverford Financial Services
Pennsylvania
$14M -$1.72M -3,271 -11%
AMI
740
Amica Mutual Insurance
Rhode Island
$13.9M -$1.76M -3,347 -11%
BCP
741
BlackBarn Capital Partners
New York
$13.8M +$13.8M +26,300 New
LNWWM
742
Laird Norton Wetherby Wealth Management
California
$13.8M -$177K -337 -1%
RC
743
Roundview Capital
New Jersey
$13.8M +$124K +235 +0.9%
AC
744
Addenda Capital
Quebec, Canada
$13.8M +$1.09M +2,073 +9%
NTIC
745
Napean Trading & Investment Company
Singapore
$13.8M +$13.8M +26,234 New
BSW
746
Buckingham Strategic Wealth
Missouri
$13.7M -$649K -1,232 -5%
JIR
747
James Investment Research
Ohio
$13.7M -$594K -1,129 -4%
HCM
748
Highlander Capital Management
New Jersey
$13.6M – – –
SC
749
Syon Capital
California
$13.6M +$8.39M +15,944 +161%
BIM
750
Bridgecreek Investment Management
Oklahoma
$13.5M -$79K -150 -0.6%
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