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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 %
TSW
1276
Thompson Siegel & Walmsley
Virginia
$4.33M -$12.6K -24 -0.3%
MPPW
1277
Mitchell & Pahl Private Wealth
Oklahoma
$4.33M -$95.3K -181 -2%
PWP
1278
Perfromance Wealth Partners
Illinois
$4.32M +$356K +676 +9%
SSI
1279
Scott & Selber Inc
Texas
$4.31M -$50.5K -96 -1%
GCP
1280
GSA Capital Partners
United Kingdom
$4.3M +$4.3M +8,163 New
SFG
1281
SNS Financial Group
Minnesota
$4.29M -$17.4K -33 -0.4%
NHT
1282
New Hampshire Trust
New Hampshire
$4.29M +$36.9K +70 +0.9%
SA
1283
Strategic Advisors
New York
$4.28M -$70K -133 -2%
STA
1284
Summit Trail Advisors
New York
$4.27M +$124K +236 +3%
NP
1285
Nilsine Partners
Colorado
$4.26M -$114K -216 -3%
DWP
1286
Daymark Wealth Partners
Ohio
$4.24M +$2.41K +67 +0.1%
APF
1287
Alaska Permanent Fund
Alaska
$4.24M +$4.24M +8,058 New
BOSSRA
1288
B.O.S.S. Retirement Advisors
Utah
$4.24M +$364K +692 +9%
DRD
1289
Dennis R. Delaney
$4.24M +$487K +925 +13%
ET
1290
Equitable Trust
Tennessee
$4.23M -$115K -218 -3%
NME
1291
Notis-McConarty Edward
$4.22M +$478K +907 +13%
CWM
1292
Cordatus Wealth Management
Pennsylvania
$4.19M -$63.2K -120 -1%
FFS
1293
Founders Financial Securities
Maryland
$4.18M +$767K +1,456 +22%
HWAM
1294
Hennion & Walsh Asset Management
New Jersey
$4.17M -$323K -613 -7%
ZF
1295
Zega Financial
Florida
$4.16M +$4.16M +7,903 New
UHC
1296
Union Heritage Capital
Michigan
$4.16M – – –
SCP
1297
Sandhill Capital Partners
New York
$4.15M -$433K -823 -9%
NCGI
1298
Next Century Growth Investors
Minnesota
$4.14M +$1.01M +1,925 +32%
SCM
1299
Sitrin Capital Management
California
$4.14M -$75.8K -144 -2%
AF
1300
Affiance Financial
Minnesota
$4.13M -$6.84K -13 -0.2%
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