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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 %
TA
1251
TFG Advisers
Michigan
$4.48M -$44.8K -85 -1%
CHAM
1252
Clear Harbor Asset Management
Connecticut
$4.47M -$60K -114 -1%
LFG
1253
Larson Financial Group
Missouri
$4.47M -$103K -196 -2%
KIA
1254
Knollwood Investment Advisory
Maryland
$4.47M +$4.47M +8,495 New
MIA
1255
MMBG Investment Advisors
Florida
$4.47M -$100K -190 -2%
V
1256
ViaWealth
Kansas
$4.46M -$534K -1,014 -11%
GCL
1257
Gouws Capital LLC
North Carolina
$4.45M +$231K +439 +5%
BHPW
1258
Beverly Hills Private Wealth
California
$4.44M -$44.8K -85 -1%
NG
1259
NWK Group
California
$4.44M +$4.44M +8,428 New
IAS
1260
Insigneo Advisory Services
Florida
$4.42M +$1.67M +3,169 +61%
PDL
1261
Portfolio Design Labs
California
$4.42M +$4.42M +8,402 New
PS
1262
Pensionfund Sabic
Netherlands
$4.42M – – –
TCWA
1263
Turtle Creek Wealth Advisors
Texas
$4.42M +$4.42M +8,398 New
CDH
1264
Charles D. Hyman
$4.42M +$228K +434 +5%
WBC
1265
West Branch Capital
Massachusetts
$4.42M +$82.7K +157 +2%
CWAG
1266
Compton Wealth Advisory Group
Virginia
$4.41M +$340K +645 +8%
TCA
1267
Transcend Capital Advisors
New Jersey
$4.4M +$94.2K +179 +2%
VF
1268
Virtu Financial
New York
$4.39M +$4.39M +8,344 New
RP
1269
Regal Partners
Australia
$4.38M +$548K +1,041 +14%
DWM
1270
Dorchester Wealth Management
Quebec, Canada
$4.37M -$50K -95 -1%
SRC
1271
Shufro Rose & Co
New York
$4.37M -$12.6K -25 -0.3%
PWS
1272
Private Wealth Strategies
Ohio
$4.37M +$526 +1 +0%
BCM
1273
Becker Capital Management
Oregon
$4.36M -$132K -251 -3%
SGI
1274
Summit Global Investments
Utah
$4.36M -$9.22M -17,518 -68%
RMAM
1275
Raab & Moskowitz Asset Management
New Jersey
$4.33M -$71.1K -135 -2%
49 50
51
52 53