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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 %
NRG
1001
Nemes Rush Group
Michigan
$7.37M +$168K +320 +2%
BFIC
1002
Bedell Frazier Investment Counselling
California
$7.36M -$120K -228 -2%
CI
1003
Conning Inc
Connecticut
$7.34M -$331K -629 -4%
HCA
1004
Harbour Capital Advisors
Virginia
$7.34M -$13K -24 -0.2%
FFM
1005
Fullerton Fund Management
Singapore
$7.33M +$1.56M +2,959 +27%
STB
1006
S&T Bank
Pennsylvania
$7.32M -$323K -613 -4%
AC
1007
Asio Capital
Kentucky
$7.29M +$31.1K +59 +0.4%
PWM
1008
Perigon Wealth Management
California
$7.28M +$444K +843 +6%
B
1009
Bellecapital
Switzerland
$7.28M +$102K +193 +1%
GAM
1010
Griffin Asset Management
New York
$7.28M +$519K +986 +8%
CCM
1011
Carderock Capital Management
Maryland
$7.27M +$101K +191 +1%
MJP
1012
Michael J. Puzo
$7.27M +$533K +1,012 +8%
FTDI
1013
First Trust Direct Indexing
Massachusetts
$7.25M +$2.42M +4,602 +50%
ECML
1014
Eagle Capital Management (Louisiana)
Louisiana
$7.25M -$215K -408 -3%
VCWA
1015
Vanguard Capital Wealth Advisors
Colorado
$7.22M +$25.3K +48 +0.4%
BWL
1016
Bogart Wealth LLC
Virginia
$7.19M -$15.8K -30 -0.2%
WAM
1017
Weatherly Asset Management
California
$7.17M -$330K -627 -4%
ACM
1018
Aljian Capital Management
Nevada
$7.17M +$359K +682 +5%
GWM
1019
GDS Wealth Management
Texas
$7.15M +$1.1M +2,096 +18%
CCFCSB
1020
Cape Cod Five Cents Savings Bank
Massachusetts
$7.14M -$8.37M -15,905 -54%
DSC
1021
Duncker Streett & Co
Missouri
$7.12M +$642K +1,220 +10%
CIA
1022
Concurrent Investment Advisors
Florida
$7.09M +$7.09M +13,466 New
SDWIA
1023
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$7.08M -$763K -1,450 -10%
SFS
1024
Sowell Financial Services
Arkansas
$7.07M +$593K +1,126 +9%
IAN
1025
Integrated Advisors Network
Texas
$7.06M +$154K +293 +2%
39 40
41
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