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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 %
BFW
1426
Brady Family Wealth
Missouri
$3.33M -$8.95K -17 -0.3%
KA
1427
Kerrisdale Advisers
Florida
$3.32M -$390K -740 -11%
PPWP
1428
Proquility Private Wealth Partners
Nevada
$3.32M -$461K -875 -12%
MLA
1429
My Legacy Advisors
Oregon
$3.31M +$52.3K +97 +2%
SFS
1430
Strategic Financial Services
New York
$3.31M -$73.2K -139 -2%
CA
1431
Claro Advisors
Massachusetts
$3.3M -$36.3K -69 -1%
RZH
1432
Relyea Zuckerberg Hanson
Connecticut
$3.3M +$196K +372 +6%
TI
1433
TrueMark Investments
Illinois
$3.3M +$3.3M +6,263 New
WA
1434
Wealth Architects
California
$3.28M +$27.9K +53 +0.9%
SVWAG
1435
Sound View Wealth Advisors Group
Georgia
$3.28M -$104K -198 -3%
RPWA
1436
Regent Peak Wealth Advisors
Georgia
$3.27M +$1.79M +3,407 +121%
BOH
1437
Bank of Hawaii
Hawaii
$3.26M -$90.6K -172 -3%
OAM
1438
Occidental Asset Management
California
$3.26M -$242K -460 -7%
HAM
1439
Harmony Asset Management
Arizona
$3.26M +$3.26M +6,183 New
VA
1440
Valmark Advisers
Ohio
$3.25M +$172K +326 +6%
OIS
1441
Okabena Investment Services
Minnesota
$3.25M +$2.48M +4,711 +323%
ABP
1442
Arthur B. Page
$3.25M -$354K -673 -10%
LSA
1443
L & S Advisors
California
$3.24M -$5.11M -9,706 -61%
NAS
1444
Nicolet Advisory Services
Wisconsin
$3.23M +$100K +187 +3%
ST
1445
Smithfield Trust
Pennsylvania
$3.23M +$29K +55 +0.9%
NW
1446
Naviter Wealth
Arkansas
$3.23M +$772K +1,466 +31%
FTWA
1447
Fifth Third Wealth Advisors
Ohio
$3.22M +$326K +620 +11%
AF
1448
Advisornet Financial
Minnesota
$3.22M +$99.5K +189 +3%
BB
1449
Bell Bank
North Dakota
$3.2M +$75.3K +143 +2%
IRAG
1450
Investment Research & Advisory Group
Georgia
$3.19M +$21.1K +40 +0.7%
56 57
58
59 60