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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 %
RMC
1076
Resources Management Corp
Connecticut
$6.33M +$12.1K +23 +0.2%
KA
1077
Kintegral Advisory
New York
$6.3M -$40K -76 -0.6%
IA
1078
IFP Advisors
Florida
$6.29M -$2.05M -3,891 -25%
GLR
1079
Great Lakes Retirement
Ohio
$6.28M +$268K +509 +4%
NS
1080
NBC Securities
Alabama
$6.28M -$77.4K -147 -1%
RRA
1081
Round Rock Advisors
Connecticut
$6.27M +$6.27M +11,914 New
MWA
1082
Meridian Wealth Advisors
Texas
$6.27M +$105K +199 +2%
UF
1083
Univest Financial
Pennsylvania
$6.26M -$83.2K -158 -1%
KWM
1084
Kingsview Wealth Management
Oregon
$6.26M -$733K -1,392 -10%
HIS
1085
Horizon Investment Services
Indiana
$6.21M +$51.1K +97 +0.8%
MMG
1086
Monetary Management Group
Missouri
$6.21M -$276K -525 -4%
IWA
1087
Icon Wealth Advisors
Texas
$6.19M +$6.19M +11,764 New
AF
1088
Alerus Financial
North Dakota
$6.19M +$3.59M +6,827 +138%
BA
1089
Bristlecone Advisors
Washington
$6.19M -$100K -190 -2%
DLCIG
1090
D.L. Carlson Investment Group
New Hampshire
$6.19M -$1.68M -3,220 -21%
CP
1091
CenterBook Partners
Connecticut
$6.19M +$2.54M +4,821 +70%
CCM
1092
Canal Capital Management
Virginia
$6.18M +$343K +651 +6%
CW
1093
CreativeOne Wealth
Kansas
$6.17M +$188K +358 +3%
CHC
1094
City Holding Co
West Virginia
$6.17M +$484K +920 +9%
VC
1095
Vestor Capital
Illinois
$6.17M -$54.8K -104 -0.9%
PTC
1096
Private Trust Company
Ohio
$6.15M -$33.2K -63 -0.5%
RWM
1097
RBA Wealth Management
California
$6.15M -$13.2K -25 -0.2%
SFS
1098
Stiles Financial Services
Minnesota
$6.14M +$98.5K +187 +2%
EFS
1099
Essex Financial Services
Connecticut
$6.12M -$208K -395 -3%
BP
1100
Broadleaf Partners
Ohio
$6.11M +$2.29M +4,354 +60%
42 43
44
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