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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 %
SEEDPG
1351
S.E.E.D. Planning Group
New York
$3.8M -$85.3K -162 -2%
RAM
1352
Roanoke Asset Management
New Jersey
$3.79M -$26.3K -50 -0.7%
DCM
1353
Delta Capital Management
New Jersey
$3.79M -$29K -55 -0.8%
CNBT
1354
Canandaigua National Bank & Trust
New York
$3.78M -$43.2K -82 -1%
FCP
1355
Fidelis Capital Partners
Florida
$3.77M +$879K +1,669 +30%
BDL
1356
Bey-Douglas LLC
Georgia
$3.77M +$3.77M +7,161 New
BCM
1357
Birch Capital Management
Texas
$3.77M +$182K +346 +5%
CCM
1358
Consolidated Capital Management
California
$3.76M +$1.14M +2,165 +44%
MC
1359
Mirabaud & Cie
Switzerland
$3.75M +$3.75M +7,121 New
MLFP
1360
MPS Loria Financial Planners
Illinois
$3.75M +$19K +36 +0.5%
PWAM
1361
Pinnacle West Asset Management
Wyoming
$3.73M +$86.9K +165 +2%
CCM
1362
Condor Capital Management
New Jersey
$3.72M +$14.7K +28 +0.4%
DTL
1363
Dynamic Technology Lab
Singapore
$3.72M +$3.72M +7,071 New
BPCA
1364
Bank Pictet & Cie (Asia)
Singapore
$3.71M -$211K -401 -5%
SFG
1365
SevenBridge Financial Group
Pennsylvania
$3.7M +$74.2K +141 +2%
ACM
1366
Accent Capital Management
Ohio
$3.69M +$3.69M +7,017 New
FCM
1367
Fairbanks Capital Management
California
$3.68M +$192K +364 +5%
VT
1368
Vise Technologies
New York
$3.68M +$302K +573 +9%
FFM
1369
Forum Financial Management
Illinois
$3.67M -$190K -360 -5%
DCM
1370
Decatur Capital Management
Georgia
$3.66M +$269K +510 +8%
SWP
1371
Strategic Wealth Partners
Ohio
$3.66M -$92.7K -176 -2%
SPC
1372
Sigma Planning Corp
Michigan
$3.65M -$4.23M -8,041 -54%
SJL
1373
Shayne & Jacobs LLC
Tennessee
$3.65M -$12.1K -23 -0.3%
FTC
1374
Farmers Trust Company
Ohio
$3.61M -$721K -1,370 -17%
BB
1375
Berkshire Bank
Massachusetts
$3.58M -$56.3K -107 -2%
53 54
55
56 57