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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 %
ST
1026
Spinnaker Trust
Maine
$7.05M +$261K +495 +4%
TW
1027
TritonPoint Wealth
Maryland
$7.05M +$7.05M +13,384 New
CA
1028
Clearstead Advisors
Ohio
$7.02M -$8.28M -15,730 -54%
SWC
1029
Spectrum Wealth Counsel
Indiana
$7.02M +$7.02M +13,327 New
SSB
1030
Sandy Spring Bank
Maryland
$7.01M -$29.5K -56 -0.4%
GFS
1031
GYL Financial Synergies
Connecticut
$6.98M +$87.4K +166 +1%
UIA
1032
Ulland Investment Advisors
Minnesota
$6.98M -$111K -210 -2%
SSA
1033
Sierra Summit Advisors
Nevada
$6.97M +$6.97M +13,244 New
AC
1034
Arjuna Capital
North Carolina
$6.97M +$394K +749 +6%
GFA
1035
Gifford Fong Associates
California
$6.95M – – –
BCM
1036
Buckhead Capital Management
Georgia
$6.94M +$283K +537 +4%
FB
1037
Fulton Bank
Pennsylvania
$6.93M -$6.32K -12 -0.1%
FMB
1038
Field & Main Bank
Kentucky
$6.91M -$24.2K -46 -0.3%
WAS
1039
Wesleyan Assurance Society
United Kingdom
$6.9M – – –
SIG
1040
Sky Investment Group
Connecticut
$6.88M -$82.7K -157 -1%
GCA
1041
Greenwood Capital Associates
South Carolina
$6.81M +$6.81M +12,932 New
APSI
1042
Asset Planning Services Inc
Louisiana
$6.8M -$97.4K -185 -1%
SCM
1043
Suvretta Capital Management
New York
$6.75M -$7.58M -14,400 -53%
GIA
1044
Gladstone Institutional Advisory
Florida
$6.74M +$663K +1,259 +11%
TPA
1045
Trivium Point Advisory
Connecticut
$6.71M +$65.8K +125 +1%
BHWM
1046
Bar Harbor Wealth Management
New Hampshire
$6.7M +$113K +215 +2%
CT
1047
Clearstead Trust
Maine
$6.68M +$980K +1,861 +17%
GGI
1048
GPM Growth Investors
Michigan
$6.68M -$11.6K -22 -0.2%
WFI
1049
West Family Investments
California
$6.68M +$151K +287 +2%
NP
1050
NorthRock Partners
Minnesota
$6.67M +$3.22M +6,122 +94%
40 41
42
43 44