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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 %
HH
1401
Hilltop Holdings
Texas
$3.45M +$20.5K +39 +0.6%
FBT
1402
First Bankers Trust
Kentucky
$3.45M -$21.6K -41 -0.6%
RA
1403
RFG Advisory
Alabama
$3.45M +$12.1K +23 +0.4%
FM
1404
Foster & Motley
Ohio
$3.43M -$293K -556 -8%
WA
1405
Wambolt & Associates
Colorado
$3.43M +$225K +428 +7%
GM
1406
GeoWealth Management
Illinois
$3.42M +$2.94M +5,587 +609%
CAAS
1407
Capital Asset Advisory Services
Michigan
$3.42M +$252K +479 +8%
LWMM
1408
Legacy Wealth Management (Mississippi)
Mississippi
$3.41M – – –
CFM
1409
Capricorn Fund Managers
United Kingdom
$3.41M – – –
MRCM
1410
M&R Capital Management
New Jersey
$3.4M +$42.6K +81 +1%
SLWA
1411
San Luis Wealth Advisors
California
$3.4M +$179K +340 +6%
LFP
1412
Leeward Financial Partners
Washington
$3.4M +$176K +335 +5%
GSB
1413
Greenfield Savings Bank
Massachusetts
$3.39M +$9.48K +18 +0.3%
RB
1414
Renasant Bank
Mississippi
$3.38M -$80K -152 -2%
SC
1415
Sepio Capital
Utah
$3.38M +$277K +526 +9%
DDC
1416
DF Dent & Co
Maryland
$3.37M -$124K -236 -4%
NA
1417
Nordwand Advisors
Pennsylvania
$3.37M +$12.1K +23 +0.4%
CW
1418
Channel Wealth
California
$3.37M -$15.3K -29 -0.5%
CWM
1419
Chemistry Wealth Management
New York
$3.37M +$61.1K +116 +2%
WCM
1420
Wunderlich Capital Managemnt
Tennessee
$3.36M -$124K -235 -4%
GBWM
1421
Granite Bay Wealth Management
New Hampshire
$3.36M – – –
PIP
1422
Peachtree Investment Partners
Florida
$3.35M +$195K +371 +6%
WI
1423
WrapManager Inc
California
$3.35M -$131K -249 -4%
LWM
1424
Lyell Wealth Management
California
$3.34M +$247K +470 +8%
LWA
1425
Lineweaver Wealth Advisors
Ohio
$3.34M +$108K +205 +3%
55 56
57
58 59