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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 %
CAM
1451
Costello Asset Management
Pennsylvania
$3.18M +$2.96M +5,624 +1,342%
PI
1452
PFG Investments
New York
$3.18M +$192K +364 +6%
CICC
1453
Capital Investment Counsel (Colorado)
Colorado
$3.18M +$3.18M +6,035 New
GWMR
1454
GC Wealth Management RIA
Massachusetts
$3.17M +$3.17M +6,019 New
PWPS
1455
Pinnacle Wealth Planning Services
Ohio
$3.17M -$21.6K -41 -0.7%
AC
1456
Avestar Capital
New York
$3.16M +$403K +766 +15%
PRWA
1457
Platte River Wealth Advisors
Colorado
$3.16M -$52.1K -99 -2%
AIA
1458
AIMZ Investment Advisors
California
$3.15M -$28.4K -54 -0.9%
DGAM
1459
Desjardins Global Asset Management
Quebec, Canada
$3.14M -$300K -569 -9%
SP
1460
Symmetry Partners
Connecticut
$3.12M -$187K -356 -6%
GWANC
1461
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.12M -$7.37K -14 -0.2%
CRI
1462
Commonwealth Retirement Investments
Virginia
$3.12M -$1.05K -2 -0%
SWM
1463
Sugarloaf Wealth Management
Georgia
$3.12M +$73.2K +139 +2%
PPWP
1464
Premier Path Wealth Partners
New Jersey
$3.1M +$3.1M +5,935 New
RPC
1465
Rossmore Private Capital
Connecticut
$3.1M – – –
RA
1466
RiverPark Advisors
New York
$3.1M +$74.8K +142 +2%
RCAG
1467
Rehmann Capital Advisory Group
Michigan
$3.1M -$17.4K -33 -0.6%
NCM
1468
Northside Capital Management
Oregon
$3.09M -$115K -218 -4%
PAM
1469
Paradigm Asset Management
New York
$3.08M -$105K -200 -3%
RSWM
1470
Robertson Stephens Wealth Management
California
$3.07M -$280K -532 -8%
Koshinski Asset Management
1471
Koshinski Asset Management
Illinois
$3.07M -$1.63M -3,104 -35%
FTIS
1472
First Trust Investment Solutions
Florida
$3.06M +$3.06M +5,810 New
HI
1473
Harbour Investments
Wisconsin
$3.06M -$56.3K -107 -2%
HCM
1474
Hollencrest Capital Management
California
$3.05M +$812K +1,543 +36%
AL
1475
Aspiriant LLC
California
$3.05M +$361K +686 +13%
57 58
59
60 61