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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 %
TPCW
776
TD Private Client Wealth
New York
$12.7M +$1.05M +1,986 +9%
OCAM
777
Onex Canada Asset Management
Ontario, Canada
$12.7M -$3.88M -7,363 -23%
CGA
778
Compound Global Advisors
Washington
$12.7M -$7.75M -14,727 -38%
FI
779
FJ Investments
Utah
$12.6M +$12.6M +24,024 New
MCM
780
McRae Capital Management
New Jersey
$12.6M +$1.15M +2,190 +10%
SCA
781
Stonebridge Capital Advisors
Minnesota
$12.6M +$98.5K +187 +0.8%
CIM
782
Chiron Investment Management
New York
$12.6M – – –
Balyasny Asset Management
783
Balyasny Asset Management
Illinois
$12.5M -$71.9M -136,559 -85%
FNFDCM
784
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$12.5M -$130K -247 -1%
TCM
785
Twin Capital Management
Pennsylvania
$12.4M -$191K -362 -2%
ACM
786
Aquatic Capital Management
Illinois
$12.4M +$12.4M +23,520 New
CWM
787
Curi Wealth Management
North Carolina
$12.4M -$1.31M -2,486 -10%
HCA
788
Hyperion Capital Advisors
New York
$12.4M – – –
IG
789
ING Group
Netherlands
$12.3M +$12.3M +23,309 New
SAM
790
Smithbridge Asset Management
Pennsylvania
$12.3M -$120K -227 -1%
NO
791
Ninety One
South Africa
$12.2M +$1.69M +3,217 +16%
CCM
792
Coldstream Capital Management
Washington
$12.2M +$1.05M +1,990 +9%
LOPW
793
Live Oak Private Wealth
North Carolina
$12.2M -$64.2K -122 -0.5%
CIA
794
Choate Investment Advisors
Massachusetts
$12.1M +$1.35M +2,565 +13%
HR
795
Howe & Rusling
New York
$12.1M +$175K +333 +1%
RS
796
Robeco Schweiz
Switzerland
$12.1M -$4.31M -8,186 -26%
LGWM
797
Litman Gregory Wealth Management
California
$12.1M -$116K -220 -0.9%
ASN
798
Advisory Services Network
Georgia
$12M -$604K -1,148 -5%
DAC
799
Dividend Assets Capital
South Carolina
$12M +$610K +1,159 +5%
LIM
800
Leavell Investment Management
Alabama
$11.9M +$136K +259 +1%
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