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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 %
BIA
1151
Biondo Investment Advisors
Pennsylvania
$5.45M +$5.45M +10,349 New
DPIM
1152
Duff & Phelps Investment Management
Illinois
$5.43M +$42.1K +80 +0.8%
NFC
1153
Northeast Financial Consultants
Connecticut
$5.43M -$19K -36 -0.3%
WCM
1154
Weik Capital Management
Pennsylvania
$5.41M -$84.2K -160 -2%
MSAM
1155
Moloney Securities Asset Management
Missouri
$5.4M -$58.4K -111 -1%
IB
1156
Intrust Bank
Kansas
$5.4M +$95.8K +182 +2%
QI
1157
Qtron Investments
Massachusetts
$5.39M +$1.03M +1,950 +24%
CCG
1158
Chatham Capital Group
Georgia
$5.37M -$24.2K -46 -0.4%
BZWA
1159
Blue Zone Wealth Advisors
California
$5.37M +$133K +253 +3%
RWA
1160
River Wealth Advisors
Pennsylvania
$5.36M +$176K +335 +3%
KTM
1161
Keeler Thomas Management
Utah
$5.36M -$150K -284 -3%
PWG
1162
Portside Wealth Group
Utah
$5.36M -$435K -826 -8%
JIP
1163
Jaffetilchin Investment Partners
Florida
$5.35M +$133K +253 +3%
FWM
1164
Fairhaven Wealth Management
Illinois
$5.34M -$166K -315 -3%
SVCP
1165
Silicon Valley Capital Partners
California
$5.28M -$90.6K -172 -2%
Verition Fund Management
1166
Verition Fund Management
Connecticut
$5.28M +$2.04M +3,882 +63%
CAM
1167
Cypress Asset Management
Texas
$5.27M +$86.3K +164 +2%
SGH
1168
Sivik Global Healthcare
Connecticut
$5.27M -$2.63M -5,000 -33%
FL
1169
FreeGulliver LLC
Louisiana
$5.26M +$5.26M +10,000 New
TLP
1170
Trinity Legacy Partners
Texas
$5.26M -$1.58K -3 -0%
DR
1171
Davis Rea
Ontario, Canada
$5.25M -$3.81M -7,234 -42%
ACM
1172
Ayrshire Capital Management
Connecticut
$5.23M +$99.5K +189 +2%
CI
1173
Cigna Investments
Connecticut
$5.22M -$25.8K -49 -0.5%
PA
1174
PFG Advisors
Arizona
$5.22M +$336K +639 +7%
RP
1175
Rice Partnership
Hawaii
$5.21M -$563K -1,070 -10%
45 46
47
48 49