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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 %
ZB
926
Zions Bancorporation
Utah
$8.73M +$329K +625 +4%
HCMT
927
Highland Capital Management (Tennessee)
Tennessee
$8.72M +$29K +55 +0.3%
CIG
928
Consolidated Investment Group
Colorado
$8.71M -$561K -1,065 -6%
WC
929
Winmill & Co
New York
$8.67M – – –
OA
930
Oxbow Advisors
Texas
$8.67M -$57.4K -109 -0.7%
MCM
931
Mitchell Capital Management
Kansas
$8.65M -$118K -225 -1%
LNB
932
Ledyard National Bank
$8.64M +$41.1K +78 +0.5%
BB
933
Busey Bank
Illinois
$8.63M +$570K +1,083 +7%
GIA
934
GHP Investment Advisors
Colorado
$8.63M -$17.9K -34 -0.2%
NSAM
935
North Star Asset Management
Wisconsin
$8.61M +$351K +667 +4%
CIS
936
Capital International Sarl
California
$8.59M -$199K -378 -2%
FC
937
FORA Capital
Florida
$8.57M +$8.57M +16,278 New
BONST
938
Bank of Nova Scotia Trust
Ontario, Canada
$8.5M +$1.16M +2,201 +16%
ROC
939
Running Oak Capital
Minnesota
$8.47M +$1.26M +2,400 +18%
SBIA
940
Sheaff Brock Investment Advisors
Indiana
$8.46M +$64.8K +123 +0.8%
TWM
941
Tradition Wealth Management
Minnesota
$8.46M -$302K -573 -3%
NAM
942
NorthCrest Asset Manangement
Minnesota
$8.43M +$272K +517 +3%
FFA
943
Fragasso Financial Advisors
Pennsylvania
$8.42M -$758K -1,439 -8%
MCWS
944
McKinley Carter Wealth Services
West Virginia
$8.39M +$738K +1,402 +10%
Kovitz Investment Group Partners
945
Kovitz Investment Group Partners
Illinois
$8.38M -$585K -1,112 -7%
FFP
946
FourThought Financial Partners
Florida
$8.35M -$88.4K -168 -1%
MPM
947
Meritage Portfolio Management
Kansas
$8.34M +$520K +988 +7%
FA
948
FDx Advisors
Illinois
$8.29M -$1M -1,902 -11%
ANTB
949
AMG National Trust Bank
Colorado
$8.28M +$37.4K +71 +0.5%
KWA
950
Kingswood Wealth Advisors
California
$8.28M +$7.41M +14,080 +853%
36 37
38
39 40