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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 %
SIM
976
Seaview Investment Managers
Florida
$7.83M -$489K -928 -6%
BSC
977
Brown Shipley & Co
United Kingdom
$7.81M +$1.45M +2,758 +23%
CT
978
Colonial Trust
South Carolina
$7.8M +$701K +1,332 +10%
RDWM
979
Red Door Wealth Management
Tennessee
$7.78M +$324K +615 +4%
TW
980
TrinityPoint Wealth
Connecticut
$7.78M +$3.94M +7,489 +103%
LA
981
Legacy Advisors
Pennsylvania
$7.76M -$487K -925 -6%
RCM
982
RNC Capital Management
California
$7.74M +$84.8K +161 +1%
HSA
983
HBK Sorce Advisory
Pennsylvania
$7.71M -$572K -1,086 -7%
USCWA
984
U.S. Capital Wealth Advisors
Texas
$7.68M +$1.64M +3,120 +27%
PVI
985
Pine Valley Investments
New Jersey
$7.67M +$1.08M +2,057 +16%
JWBC
986
J.W. Burns & Co
New York
$7.64M +$28.4K +54 +0.4%
ADL
987
Asset Dedication LLC
California
$7.64M +$263K +495 +4%
WCM
988
Wedge Capital Management
North Carolina
$7.63M -$1.53M -2,904 -17%
MSWM
989
Mader & Shannon Wealth Management
Missouri
$7.62M -$34.7K -66 -0.5%
VFA
990
Valeo Financial Advisors
Indiana
$7.62M +$241K +458 +3%
CWM
991
CMH Wealth Management
New Hampshire
$7.61M +$240K +455 +3%
KFP
992
KMG Fiduciary Partners
Ohio
$7.57M +$123K +234 +2%
RI
993
Redwood Investments
Massachusetts
$7.52M -$559K -1,061 -7%
CG
994
Caprock Group
Idaho
$7.51M +$102K +194 +1%
SWK
995
Stephen W. Kidder
$7.5M +$251K +477 +3%
SCM
996
SOL Capital Management
Maryland
$7.46M -$26.3K -50 -0.4%
LCM
997
Liberty Capital Management
Michigan
$7.46M -$303K -575 -4%
LC
998
Lindbrook Capital
California
$7.4M +$380K +722 +5%
TIM
999
Thompson Investment Management
Wisconsin
$7.39M -$325K -618 -4%
FIB
1000
First Interstate Bank
Montana
$7.38M -$331K -628 -4%
38 39
40
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