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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 %
SRA
1376
Secured Retirement Advisors
Minnesota
$3.58M +$3.58M +6,803 New
LWM
1377
Laidlaw Wealth Management
New York
$3.57M -$259K -492 -7%
WP
1378
WealthShield Partners
North Carolina
$3.56M +$885K +1,682 +33%
CCT
1379
Capital City Trust
Florida
$3.55M +$172K +327 +5%
LFM
1380
LGT Fund Management
Liechtenstein
$3.55M – – –
FHA
1381
Flagship Harbor Advisors
Massachusetts
$3.53M +$2.63K +5 +0.1%
BG
1382
Bollard Group
Massachusetts
$3.53M -$41.6K -79 -1%
PFA
1383
Pathway Financial Advisers
Indiana
$3.52M +$4.21K +8 +0.1%
NED
1384
Nancy E. Dempze
$3.52M +$218K +414 +7%
RCWM
1385
Royal Capital Wealth Management
Indiana
$3.52M -$44.7K -85 -1%
VBCG
1386
Valley Brook Capital Group
Pennsylvania
$3.51M +$15.8K +30 +0.5%
BIG
1387
Brooklyn Investment Group
New York
$3.51M +$3.51M +6,666 New
JC
1388
JB Capital
Connecticut
$3.51M +$85.3K +162 +2%
CWM
1389
Centric Wealth Management
Illinois
$3.5M +$170K +338 +5%
SFP
1390
Sweet Financial Partners
Minnesota
$3.5M +$183K +348 +6%
CAM
1391
Covenant Asset Management
New Jersey
$3.5M -$15.3K -29 -0.4%
GBT
1392
Grove Bank & Trust
Florida
$3.49M +$33.7K +64 +1%
VLC
1393
Van Leeuwen & Company
New Jersey
$3.49M +$494K +938 +17%
JWM
1394
Jessup Wealth Management
Ohio
$3.48M +$4.74K +9 +0.1%
CTC
1395
Cetera Trust Company
Minnesota
$3.47M +$3.47M +6,595 New
SWA
1396
Stratos Wealth Advisors
Ohio
$3.47M +$19K +36 +0.5%
PGWM
1397
Parisi Gray Wealth Management
New Jersey
$3.47M +$12.6K +24 +0.4%
CAM
1398
Carret Asset Management
New York
$3.47M +$26.9K +51 +0.8%
FHA
1399
First Horizon Advisors
Tennessee
$3.47M +$31.1K +59 +0.9%
RCIM
1400
Red Cedar Investment Management
Michigan
$3.46M +$161K +306 +5%
54 55
56
57 58