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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 %
GT
751
Greenleaf Trust
Michigan
$13.4M +$563K +1,069 +4%
FGAM
752
Financial Gravity Asset Management
Texas
$13.4M +$5.19M +24 +63%
HT
753
Heritage Trust
Oklahoma
$13.4M -$46.3K -88 -0.3%
VWM
754
Venturi Wealth Management
Texas
$13.4M -$29K -55 -0.2%
WS
755
Wedbush Securities
California
$13.4M +$7.37K +14 +0.1%
LG
756
Leuthold Group
Minnesota
$13.3M +$98.5K +187 +0.7%
TAM
757
Tocqueville Asset Management
New York
$13.3M -$32.6K -62 -0.2%
PTB
758
Pioneer Trust Bank
Oregon
$13.2M +$386K +734 +3%
GT
759
Glenview Trust
Kentucky
$13.2M +$243K +461 +2%
PJSIMP
760
P.J. Schmidt Investment Management (PJS)
Wisconsin
$13.2M -$244K -484 -2%
MMA
761
Miracle Mile Advisors
California
$13.2M +$4.58M +8,704 +53%
BRCM
762
Bright Rock Capital Management
Massachusetts
$13.2M – – –
BCMO
763
Buckingham Capital Management (Ohio)
Ohio
$13.1M -$174K -331 -1%
MC
764
Muhlenkamp & Co
Pennsylvania
$13.1M +$95.3K +181 +0.7%
GC
765
Grimes & Company
Massachusetts
$13.1M +$187K +356 +1%
TI
766
Tidal Investments
Wisconsin
$13.1M +$1.66M +3,144 +14%
CWP
767
Cyndeo Wealth Partners
Florida
$13.1M +$3.79M +7,192 +41%
PR
768
Payden & Rygel
California
$13M – – –
AIMCA
769
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13M -$58.8M -111,634 -82%
EH
770
Equitable Holdings
New York
$12.9M +$1.83M +3,481 +17%
VHAM
771
Van Hulzen Asset Management
California
$12.8M +$1.65M +3,135 +15%
SC
772
Scholtz & Company
Connecticut
$12.8M +$1.92M +3,655 +18%
EF
773
Empowered Funds
Pennsylvania
$12.8M -$1.23M -2,329 -9%
AHB
774
Abner Herrman & Brock
New Jersey
$12.8M -$35.3K -67 -0.3%
SAM
775
Sawgrass Asset Management
Florida
$12.8M -$7.24M -13,755 -36%
29 30
31
32 33