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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 %
WMSA
951
Weiss Multi-Strategy Advisers
New York
$8.28M +$2.78M +5,277 +50%
ELI
952
Empire Life Investments
Ontario, Canada
$8.26M -$85.3K -162 -1%
SIM
953
Stratos Investment Management
Ohio
$8.25M +$82.7K +157 +1%
GRP
954
Global Retirement Partners
California
$8.24M +$227K +438 +3%
TCCM
955
Timber Creek Capital Management
Massachusetts
$8.24M +$60.5K +115 +0.7%
CT
956
Coastline Trust
Rhode Island
$8.22M +$444K +844 +6%
AP
957
Americana Partners
Texas
$8.22M +$525K +1,067 +7%
CCA
958
Checchi Capital Advisers
California
$8.21M +$193K +367 +2%
RCP
959
Rothschild Capital Partners
New York
$8.18M +$188K +358 +2%
APWM
960
Argonautica Private Wealth Management
Massachusetts
$8.17M -$10.5K -20 -0.1%
SIC
961
Sigma Investment Counselors
Michigan
$8.16M +$47.4K +90 +0.6%
LNC
962
Lincoln National Corp
Pennsylvania
$8.15M +$583K +1,107 +8%
TCBWMS
963
Texas Capital Bank Wealth Management Services
Texas
$8.15M -$264K -502 -3%
WIS
964
Wright Investors Service
Connecticut
$8.15M -$1.76M -3,352 -18%
IEFM
965
IQ EQ Fund Management
Ireland
$8.08M +$7.79M +14,802 +2,731%
BFC
966
Blue Fin Capital
Rhode Island
$8.05M +$228K +434 +3%
PC
967
Pavadi Capital
New York
$8.04M +$3.98M +7,560 +98%
AIMC
968
Alley Investment Management Company
Illinois
$8.02M +$2.93M +5,562 +58%
S
969
SimplyRich
California
$7.99M -$47.9K -91 -0.6%
JWM
970
Jackson Wealth Management
Florida
$7.95M +$117K +223 +1%
CPC
971
Consolidated Planning Corp
Georgia
$7.94M +$56.3K +107 +0.7%
SIA
972
Schechter Investment Advisors
Michigan
$7.94M -$215K -409 -3%
AIP
973
Alapocas Investment Partners
Massachusetts
$7.89M +$52.1K +99 +0.7%
MWM
974
Marietta Wealth Management
Georgia
$7.88M +$45.8K +87 +0.6%
ETC
975
Exchange Traded Concepts
Oklahoma
$7.88M -$9.03M -17,149 -53%
37 38
39
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