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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 %
ECM
901
Evergreen Capital Management
Washington
$9.26M +$419K +795 +5%
CM
902
Castleark Management
Illinois
$9.25M -$266K -506 -3%
MIA
903
MainStreet Investment Advisors
Illinois
$9.24M +$152K +289 +2%
SC
904
Savant Capital
Illinois
$9.19M +$579K +1,099 +7%
TFS
905
Thoroughbred Financial Services
Tennessee
$9.14M +$439K +834 +5%
PI
906
PEAK6 Investments
Illinois
$9.13M +$5.07M +9,633 +125%
NIM
907
NEOS Investment Management
Connecticut
$9.11M +$1.88M +3,569 +26%
SNB
908
Security National Bank
Nebraska
$9.05M +$74.8K +142 +0.8%
AFA
909
Abacus FCF Advisors
Florida
$9.05M +$4.04M +7,679 +81%
AWM
910
Avitas Wealth Management
California
$9.03M -$21.1K -40 -0.2%
SIG
911
Stonegate Investment Group
Alabama
$9M – – –
BWA
912
Burt Wealth Advisors
Maryland
$8.98M -$150K -285 -2%
P
913
Pitcairn
Pennsylvania
$8.98M +$1.69M +3,201 +23%
OAM
914
Ostrum Asset Management
France
$8.93M -$1.63M -3,091 -15%
VCA
915
Verdence Capital Advisors
Maryland
$8.92M +$180K +342 +2%
SCM
916
Schnieders Capital Management
California
$8.91M -$506K -962 -5%
CIA
917
Capital Investment Advisors
Georgia
$8.9M +$754K +1,432 +9%
GIM
918
Goelzer Investment Management
Indiana
$8.89M +$200K +379 +2%
KNW
919
Kesler Norman & Wride
Utah
$8.88M -$141K -267 -2%
RWM
920
Ritholtz Wealth Management
New York
$8.88M +$1.44M +2,744 +19%
AT
921
American Trust
Kentucky
$8.81M -$249K -473 -3%
FC
922
Fulcrum Capital
Washington
$8.79M +$8.79M +16,697 New
CAM
923
Cozad Asset Management
Illinois
$8.78M +$411K +781 +5%
SC
924
Stolper & Co
Oklahoma
$8.78M +$5.27K +10 +0.1%
CWM
925
Chronos Wealth Management
Florida
$8.75M -$214K -407 -2%
35 36
37
38 39