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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 %
HAS
1226
HBW Advisory Services
California
$4.69M -$101K -192 -2%
SCI
1227
S&CO Inc
Massachusetts
$4.69M +$2.37M +4,511 +102%
GL
1228
Graypoint LLC
New York
$4.69M +$792K +1,504 +20%
MC
1229
Moors & Cabot
Massachusetts
$4.65M +$181K +344 +4%
CBB
1230
Citizens Business Bank
California
$4.65M -$166K -316 -3%
CGIM
1231
Capital Group Investment Management
Singapore
$4.65M -$6.55M -12,435 -58%
BIMC
1232
Benson Investment Management Company
Virginia
$4.63M +$28.4K +54 +0.6%
MOS
1233
MGO One Seven
Ohio
$4.61M +$1.01M +1,917 +28%
PT
1234
Plimoth Trust
Massachusetts
$4.61M -$83.7K -159 -2%
GI
1235
GLOBALT Investments
Georgia
$4.61M +$4.61M +8,750 New
MYIA
1236
Mount Yale Investment Advisors
Colorado
$4.59M -$103K -196 -2%
IFAM
1237
Institutional & Family Asset Management
Colorado
$4.59M -$575K -1,092 -11%
CIP
1238
Capital Insight Partners
Arizona
$4.59M -$56.3K -107 -1%
LHC
1239
Little House Capital
Massachusetts
$4.58M +$107K +204 +2%
MA
1240
MONECO Advisors
Connecticut
$4.58M +$2.57M +4,879 +128%
MWM
1241
Mattern Wealth Management
Kansas
$4.58M +$275K +523 +6%
ACM
1242
Alcosta Capital Management
California
$4.57M -$26.3K -50 -0.6%
OIA
1243
Optimum Investment Advisors
Illinois
$4.56M -$190K -360 -4%
CB
1244
Community Bank
New York
$4.54M -$87.9K -167 -2%
VIP
1245
Vista Investment Partners
Oklahoma
$4.52M +$4.52M +8,587 New
MMPW
1246
Mitchell McLeod Pugh & Williams
Alabama
$4.52M -$80K -152 -2%
BFM
1247
Boston Financial Management
Massachusetts
$4.49M -$4.52M -8,593 -50%
NIM
1248
Nicollet Investment Management
Minnesota
$4.49M -$129K -245 -3%
CGL
1249
Clarius Group LLC
Washington
$4.48M -$185K -352 -4%
FGA
1250
Fortis Group Advisors
New Jersey
$4.48M – – –
48 49
50
51 52