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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 %
FNBOMD
1176
First National Bank of Mount Dora
Florida
$5.17M -$33.7K -64 -0.6%
SW
1177
Solidarity Wealth
Utah
$5.16M -$1.48M -2,811 -22%
LA
1178
LexAurum Advisors
Kansas
$5.15M +$89K +169 +2%
SAM
1179
Strategy Asset Managers
California
$5.13M +$3.68M +6,981 +253%
EA
1180
Eclectic Associates
California
$5.11M -$108K -205 -2%
WA
1181
Waverly Advisors
Alabama
$5.11M +$2.43M +4,622 +91%
HIC
1182
Holderness Investments Company
North Carolina
$5.09M -$51.1K -97 -1%
KJHP
1183
K.J. Harrison & Partners
Ontario, Canada
$5.08M -$268K -509 -5%
BCA
1184
Bray Capital Advisors
Florida
$5.06M -$2.63K -5 -0.1%
BAM
1185
Berkshire Asset Management
Pennsylvania
$5.05M -$54.2K -103 -1%
LPT
1186
Legacy Private Trust
Wisconsin
$5.04M +$25.8K +49 +0.5%
KCM
1187
Kennedy Capital Management
Missouri
$5.04M +$613K +1,165 +14%
IHL
1188
Investment House LLC
California
$5.03M – – –
BW
1189
Bison Wealth
Georgia
$5.03M +$175K +333 +4%
TCA
1190
Trifecta Capital Advisors
Illinois
$5.01M +$92.7K +176 +2%
TVWM
1191
Tower View Wealth Management
Wisconsin
$5.01M -$23.2K -44 -0.5%
IWM
1192
IHT Wealth Management
Illinois
$5M -$34.7K -66 -0.7%
JWCA
1193
J.W. Coons Advisors
Ohio
$4.98M -$54.8K -104 -1%
TP
1194
Tranquility Partners
Tennessee
$4.97M -$503K -956 -9%
UOTTAIMCU
1195
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4.93M +$4.83M +9,167 +4,538%
LC
1196
Legacy CG
Texas
$4.93M +$238K +452 +5%
BDFN
1197
Bond & Devick Financial Network
Minnesota
$4.92M +$111K +210 +2%
MCP
1198
Martin Capital Partners
Oregon
$4.92M -$64.2K -122 -1%
IA
1199
Icon Advisers
Colorado
$4.91M – – –
AWA
1200
Arkadios Wealth Advisors
Georgia
$4.9M +$14.2K +27 +0.3%
46 47
48
49 50