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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 %
CCM
1326
Cox Capital Management
Massachusetts
$3.99M +$778K +1,478 +24%
AG
1327
Advocate Group
Minnesota
$3.98M +$34.2K +65 +0.9%
BDS
1328
Banco de Sabadell
Florida
$3.97M -$20K -38 -0.5%
SIM
1329
Studio Investment Management
Illinois
$3.97M -$202K -383 -5%
SLG
1330
Stanley-Laman Group
Pennsylvania
$3.96M -$809K -1,537 -17%
PWP
1331
Principle Wealth Partners
Connecticut
$3.96M +$62.6K +119 +2%
FAP
1332
Financial Advisory Partners
Florida
$3.96M -$61.6K -117 -2%
CG
1333
Cynosure Group
Utah
$3.96M +$1.97M +3,746 +99%
GP
1334
Greenline Partners
New York
$3.96M -$19K -36 -0.5%
OCM
1335
Olstein Capital Management
New York
$3.95M -$3.16M -6,000 -44%
RCAP
1336
Resolute Capital Asset Partners
Colorado
$3.95M +$3.95M +7,500 New
RCM
1337
Regency Capital Management
Hawaii
$3.94M -$528K -1,002 -12%
HWM
1338
Hohimer Wealth Management
Washington
$3.94M -$12.6K -24 -0.3%
PPW
1339
PACK Private Wealth
Minnesota
$3.93M -$1.06M -2,020 -21%
OTPPB
1340
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.93M -$1.98M -3,767 -34%
BHCM
1341
Brevan Howard Capital Management
Jersey
$3.92M +$3.92M +7,442 New
BL
1342
BFSG LLC
California
$3.92M -$37.4K -71 -0.9%
WI
1343
Wintrust Investments
Illinois
$3.9M +$108K +206 +3%
ERIC
1344
Eagle Rock Investment Company
Georgia
$3.89M -$633K -1,203 -14%
GDP
1345
Great Diamond Partners
Maine
$3.89M +$60.5K +115 +2%
PSB
1346
Piscataqua Savings Bank
New Hampshire
$3.86M -$67.4K -128 -2%
B
1347
Bensler
Washington
$3.85M +$10.5K +20 +0.3%
AI
1348
Accredited Investors
Minnesota
$3.84M -$59K -112 -2%
AWM
1349
Accurate Wealth Management
Florida
$3.82M -$85.8K -159 -2%
APWM
1350
Atlas Private Wealth Management
New York
$3.82M +$240K +456 +7%
52 53
54
55 56