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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 %
GW
1051
GW & Wade
Massachusetts
$6.67M +$744K +1,413 +13%
AG
1052
AlTi Global
New York
$6.66M +$6.66M +12,643 New
BI
1053
Ballast Inc
Kentucky
$6.64M -$55.3K -105 -0.8%
CPA
1054
Capital Planning Advisors
California
$6.62M -$123K -234 -2%
WPW
1055
Waldron Private Wealth
Pennsylvania
$6.61M +$443K +841 +7%
GCM
1056
Gunderson Capital Management
South Carolina
$6.6M +$6.6M +12,532 New
WANY
1057
Wealthspire Advisors (New York)
New York
$6.59M +$117K +222 +2%
SW
1058
SlateStone Wealth
Florida
$6.56M +$90.5K +172 +1%
MS
1059
Marshall & Sullivan
Washington
$6.56M -$221K -419 -3%
NCM
1060
Nelson Capital Management
California
$6.56M -$144K -273 -2%
JRP
1061
Jasper Ridge Partners
California
$6.52M – – –
CBTWT
1062
Community Bank & Trust (Waco, Texas)
Texas
$6.51M +$228K +434 +4%
CT
1063
Chicago Trust
Illinois
$6.5M -$310K -589 -5%
LSAG
1064
Lake Street Advisors Group
New Hampshire
$6.5M +$92.7K +176 +1%
CWM
1065
Connecticut Wealth Management
Connecticut
$6.48M +$1.18M +2,236 +22%
TAIM
1066
Te Ahumairangi Investment Management
New Zealand
$6.46M -$1.34M -2,540 -17%
BWS
1067
Buck Wealth Strategies
Colorado
$6.45M +$804K +1,527 +14%
NGA
1068
Naples Global Advisors
Florida
$6.45M -$104K -197 -2%
PCTC
1069
Perkins Coie Trust Company
Washington
$6.43M -$291K -552 -4%
CAM
1070
Cubic Asset Management
Massachusetts
$6.43M -$147K -279 -2%
CCT
1071
Chemung Canal Trust
New York
$6.36M +$3.42M +6,499 +116%
GC
1072
Globeflex Capital
California
$6.35M – – –
CANC
1073
Culbertson A N & Co
Virginia
$6.34M -$27.4K -52 -0.4%
CL
1074
Choreo LLC
Illinois
$6.34M +$2.19M +4,158 +53%
QCG
1075
Quadrant Capital Group
Ohio
$6.33M +$450K +854 +8%
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