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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 %
HEIP
1126
Hudson Edge Investment Partners
New Jersey
$5.78M -$1.12M -2,131 -16%
DI
1127
DFPG Investments
Utah
$5.78M +$97.6K +180 +2%
SW
1128
SteelPeak Wealth
California
$5.76M +$3.78M +7,174 +190%
COI
1129
Connable Office Inc
Michigan
$5.75M -$68.4K -130 -1%
CAG
1130
Csenge Advisory Group
Florida
$5.75M +$147K +280 +3%
VAS
1131
Vestmark Advisory Solutions
Massachusetts
$5.72M -$457K -868 -7%
NC
1132
NBW Capital
Massachusetts
$5.72M +$173K +328 +3%
VPI
1133
Value Partners Investments
Manitoba, Canada
$5.71M -$718K -1,366 -11%
CAL
1134
Capital Analysts LLC
Pennsylvania
$5.71M +$101K +192 +2%
SFA
1135
Souders Financial Advisors
Ohio
$5.71M -$70.5K -134 -1%
SB
1136
Simmons Bank
Arkansas
$5.68M +$591K +1,123 +12%
GS
1137
GTS Securities
New York
$5.68M +$5.07M +9,624 +829%
Wolverine Trading
1138
Wolverine Trading
Illinois
$5.68M +$1.78M +3,373 +46%
DIM
1139
DLK Investment Management
California
$5.63M +$5.63M +10,696 New
AAMU
1140
AEGON Asset Management (UK)
United Kingdom
$5.61M +$5.61M +10,651 New
AAS
1141
Ameritas Advisory Services
Nebraska
$5.6M +$50.4K +97 +0.9%
TAM
1142
Trust Asset Management
Texas
$5.55M -$208K -396 -4%
BCM
1143
BlueCrest Capital Management
Jersey
$5.54M +$2.73M +5,190 +97%
PH
1144
Pinnacle Holdings
Oklahoma
$5.53M +$52.1K +99 +1%
HWM
1145
Heirloom Wealth Management
Colorado
$5.53M +$146K +277 +3%
SAG
1146
SageView Advisory Group
California
$5.53M +$1.16M +2,299 +27%
AT
1147
Arden Trust
Delaware
$5.51M -$213K -405 -4%
GAG
1148
GM Advisory Group
New York
$5.49M -$28.4K -54 -0.5%
BONH
1149
Bank of New Hampshire
New Hampshire
$5.49M -$32.6K -62 -0.6%
MCP
1150
Mirador Capital Partners
California
$5.48M +$103K +195 +2%
44 45
46
47 48