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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 %
TC
826
Telemus Capital
Michigan
$11.2M +$1.04M +1,970 +10%
SWP
827
Stratos Wealth Partners
Ohio
$11.1M +$262K +497 +2%
HNW
828
High Note Wealth
Minnesota
$11.1M +$327K +621 +3%
RIG
829
RiverFront Investment Group
Virginia
$11.1M +$614K +1,166 +6%
NB
830
NBT Bank
New York
$11M +$24.7K +47 +0.2%
LCI
831
L1 Capital International
Australia
$11M +$11M +20,890 New
DJSG
832
D.J. St. Germain
Massachusetts
$11M -$36.9K -70 -0.3%
HI
833
Horizon Investments
North Carolina
$11M -$2.38M -4,516 -18%
MWM
834
Mission Wealth Management
California
$10.9M -$282K -536 -3%
BFG
835
Berger Financial Group
Minnesota
$10.9M -$164K -312 -1%
HCM
836
Hilton Capital Management
New York
$10.9M -$140K -266 -1%
ANBT
837
American National Bank & Trust
Texas
$10.9M -$145K -276 -1%
SCM
838
Shelton Capital Management
Colorado
$10.9M -$6.45M -12,242 -37%
Jones Financial Companies
839
Jones Financial Companies
Missouri
$10.8M +$388K +737 +4%
WAS
840
WESPAC Advisors SoCal
California
$10.8M +$228K +433 +2%
SF
841
Summit Financial
New Jersey
$10.7M +$359K +682 +3%
GCA
842
Guardian Capital Advisors
Ontario, Canada
$10.7M +$886K +1,651 +9%
STAS
843
Strong Tower Advisory Services
Minnesota
$10.7M +$69K +131 +0.7%
VVP
844
Venture Visionary Partners
Ohio
$10.7M +$116K +221 +1%
GWM
845
Greenwich Wealth Management
Connecticut
$10.7M +$10K +19 +0.1%
GPTE
846
Generali Powszechne Towarzystwo Emerytalne
Poland
$10.6M – – –
PS
847
Principal Securities
Iowa
$10.6M +$10.6M +20,051 New
Primecap Management
848
Primecap Management
California
$10.5M – – –
CA
849
Cullinan Associates
Kentucky
$10.5M -$2.41M -4,569 -19%
MGIA
850
Moneta Group Investment Advisors
Missouri
$10.5M +$1.2M +2,285 +13%
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