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 %
EBT
1201
Enterprise Bank & Trust
Massachusetts
$4.9M +$4.9M +9,301 New
PWS
1202
Peloton Wealth Strategists
Indiana
$4.89M +$79K +150 +2%
CAM
1203
Centre Asset Management
New York
$4.89M -$805K -1,528 -14%
GEA
1204
Glen Eagle Advisors
New Jersey
$4.88M -$129K -245 -3%
CWG
1205
Cornerstone Wealth Group
North Carolina
$4.87M +$29K +55 +0.6%
DAM
1206
Deltec Asset Management
New York
$4.86M -$1.06M -2,018 -18%
CC
1207
Constitution Capital
Connecticut
$4.82M -$581K -1,103 -11%
AF
1208
Arrow Financial
New York
$4.81M -$1.3M -2,474 -21%
DBG
1209
De Burlo Group
Massachusetts
$4.81M – – –
GA
1210
Gateway Advisory
New Jersey
$4.8M -$144K -274 -3%
LA
1211
Lindenwold Advisors
Pennsylvania
$4.8M -$26.9K -51 -0.6%
TPCM
1212
Templeton & Phillips Capital Management
Tennessee
$4.78M +$217K +412 +5%
MLL
1213
Moody Lynn & Lieberson
Massachusetts
$4.78M +$1.05K +2 +0%
MFG
1214
Merit Financial Group
Georgia
$4.78M -$653K -1,240 -12%
MBTD
1215
Mechanics Bank - Trust Department
California
$4.78M -$668K -1,269 -12%
HTIM
1216
Harbour Trust & Investment Management
Indiana
$4.78M +$4.78M +9,078 New
MNBTD
1217
Moody National Bank Trust Division
Texas
$4.78M -$5.3M -10,076 -53%
OCM
1218
Orleans Capital Management
Louisiana
$4.78M +$116K +220 +2%
DC
1219
DeDora Capital
California
$4.75M +$91.6K +174 +2%
CUAMC
1220
China Universal Asset Management Company
China
$4.74M – – –
BHC
1221
Bowen Hanes & Co
Florida
$4.74M -$19.5K -37 -0.4%
JAG
1222
Journey Advisory Group
Kentucky
$4.73M +$14.7K +28 +0.3%
FWP
1223
FAS Wealth Partners
Kansas
$4.72M +$322K +612 +7%
JFGIW
1224
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.69M -$501K -952 -10%
AWM
1225
Avior Wealth Management
Nebraska
$4.69M -$85.3K -162 -2%
47 48
49
50 51