UNH icon

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 %
WPW
1101
Warther Private Wealth
Ohio
$6.09M +$394K +748 +7%
NF
1102
Nikulski Financial
Iowa
$6.08M +$172K +326 +3%
PL
1103
Plancorp LLC
Missouri
$6.08M +$120K +227 +2%
WPP
1104
Whalerock Point Partners
Rhode Island
$6.07M -$121K -229 -2%
BOC
1105
Barbara Oil Co
Illinois
$6.05M – – –
LAM
1106
Lountzis Asset Management
Pennsylvania
$6.05M -$41.6K -79 -0.7%
PP
1107
Pegasus Partners
Wisconsin
$6.04M -$359K -681 -6%
TAM
1108
Thematics Asset Management
France
$6.02M – – –
NFG
1109
Nations Financial Group
Iowa
$6M +$290K +550 +5%
PIMJS
1110
PKO Investment Management Joint-Stock
Poland
$6M -$526K -1,000 -8%
GC
1111
Gratus Capital
Georgia
$5.97M +$2.36M +4,474 +65%
RIM
1112
Reliant Investment Management
Tennessee
$5.94M -$5.27K -10 -0.1%
WWM
1113
Western Wealth Management
Colorado
$5.91M -$23.2K -44 -0.4%
CFGS
1114
Concourse Financial Group Securities
Alabama
$5.9M +$63.2K +120 +1%
BWM
1115
Bulltick Wealth Management
Florida
$5.9M +$2M +3,790 +51%
JAM
1116
JCIC Asset Management
Ontario, Canada
$5.84M -$11.1K -21 -0.2%
AIM
1117
Acropolis Investment Management
Missouri
$5.84M -$141K -269 -2%
GI
1118
GS Investments
Minnesota
$5.84M -$156K -296 -3%
MA
1119
Montag & Associates
Georgia
$5.84M +$1.05K +2 +0%
RWM
1120
Rockline Wealth Management
New York
$5.82M +$5.82M +11,062 New
KWM
1121
Keebeck Wealth Management
Illinois
$5.82M +$34.2K +65 +0.6%
UAM
1122
Unison Asset Management
Florida
$5.81M – – –
LAM
1123
Lynch Asset Management
Pennsylvania
$5.79M – – –
MG
1124
Markel Group
Virginia
$5.79M +$3.16M +6,000 +120%
MAS
1125
Meeder Advisory Services
Ohio
$5.79M +$292K +555 +5%
43 44
45
46 47