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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 %
WPC
1301
Wedmont Private Capital
Pennsylvania
$4.13M +$667K +1,243 +19%
LDB
1302
Lee, Danner & Bass
Tennessee
$4.12M +$3.73M +7,083 +951%
WIA
1303
World Investment Advisors
California
$4.12M +$3.7M +7,022 +872%
ECM
1304
Elgethun Capital Management
South Dakota
$4.12M +$7.37K +14 +0.2%
BFPW
1305
BOK Financial Private Wealth
Colorado
$4.12M -$238K -453 -5%
FLI
1306
Family Legacy Inc
South Carolina
$4.11M -$58.4K -111 -1%
BAM
1307
Belpointe Asset Management
Nevada
$4.1M +$90.6K +172 +2%
PWMAG
1308
Pinnacle Wealth Management Advisory Group
New Jersey
$4.1M +$5.27K +10 +0.1%
B
1309
Barings
North Carolina
$4.09M -$29K -55 -0.7%
SIA
1310
Soltis Investment Advisors
Utah
$4.09M +$70K +133 +2%
ACM
1311
Ashford Capital Management
Delaware
$4.08M +$1.65M +3,131 +68%
FFA
1312
Farther Finance Advisors
California
$4.08M +$2.03M +3,861 +99%
CAMG
1313
CWA Asset Management Group
Florida
$4.08M +$1.13M +2,143 +38%
RFN
1314
RDA Financial Network
Iowa
$4.07M +$906K +1,721 +29%
SCP
1315
Shorepoint Capital Partners
Massachusetts
$4.06M -$258K -490 -6%
ACS
1316
Archford Capital Strategies
Illinois
$4.06M +$471K +894 +13%
FPGT
1317
Financial Partners Group (Tennessee)
Tennessee
$4.04M +$138K +263 +4%
MCB
1318
Morton Community Bank
Illinois
$4.03M +$4.03M +7,663 New
SC
1319
SouthState Corp
Florida
$4.03M +$127K +241 +3%
AC
1320
Abbrea Capital
California
$4.03M +$129K +245 +3%
HIM
1321
Harbour Investment Management
Washington
$4.01M – – –
CCG
1322
Cypress Capital Group
Florida
$4.01M +$353K +671 +10%
MPAM
1323
Murphy Pohlad Asset Management
Minnesota
$4.01M -$88.4K -168 -2%
HIP
1324
Harrell Investment Partners
Texas
$3.99M +$170K +322 +4%
WCA
1325
Westover Capital Advisors
Delaware
$3.99M +$55.3K +105 +1%
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