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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 %
PF
801
Phoenix Financial
Israel
$11.9M -$598K -1,050 -5%
DWM
802
Dakota Wealth Management
Florida
$11.9M +$167K +318 +1%
WCF
803
West Coast Financial
California
$11.9M +$1.26M +2,388 +12%
DAS
804
Dynamic Advisor Solutions
Arizona
$11.8M +$3.58M +6,654 +43%
RBA
805
Richard Bernstein Advisors
New York
$11.8M +$2.63M +4,988 +28%
BCM
806
Brookstone Capital Management
Illinois
$11.8M +$118K +225 +1%
AG
807
Ascent Group
Virginia
$11.7M +$190K +368 +2%
AWAG
808
ARS Wealth Advisors Group
Florida
$11.7M +$10.4M +19,708 +765%
CSPIA
809
Cary Street Partners Investment Advisory
Virginia
$11.7M +$842K +1,599 +8%
JCM
810
Janney Capital Management
Pennsylvania
$11.6M +$11.6M +22,073 New
LCM
811
Logan Capital Management
Pennsylvania
$11.6M -$344K -653 -3%
GI
812
GAMCO Investors
Connecticut
$11.6M +$3.71M +7,043 +47%
CIA
813
Covington Investment Advisors
Pennsylvania
$11.6M +$106K +201 +0.9%
AR
814
Advisory Research
Illinois
$11.5M -$68.4K -130 -0.6%
AMBIA
815
Allen Mooney & Barnes Investment Advisors
Georgia
$11.5M -$54.2K -103 -0.5%
FNBOO
816
First National Bank of Omaha
Nebraska
$11.5M -$594K -1,128 -5%
KFS
817
Kurt F. Somerville
$11.4M +$702K +1,334 +7%
WF
818
WoodTrust Financial
Wisconsin
$11.4M +$62.6K +119 +0.6%
PGAM
819
Princeton Global Asset Management
New Jersey
$11.3M +$280K +531 +3%
PA
820
Procyon Advisors
Connecticut
$11.3M +$394K +749 +4%
BL
821
Balentine LLC
Georgia
$11.3M +$2.41M +4,584 +27%
SIMG
822
Sonora Investment Management Group
Arizona
$11.3M +$540K +1,025 +5%
S
823
SignatureFD
Georgia
$11.3M +$860K +1,634 +8%
AG
824
AIA Group
Hong Kong
$11.3M -$756K -1,436 -6%
AIP
825
Ameritas Investment Partners
Nebraska
$11.3M -$485K -922 -4%
31 32
33
34 35