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UnitedHealth
UNH

Overview Fund Activity

3,392 hedge funds and large institutions have $436B invested in UnitedHealth in 2023 Q4 according to their latest regulatory filings, with 410 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
3,392
Holders Change
+268
Holders Change %
+8.58%
% of All Funds
49.73%
Holding in Top 10
362
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-10.17%
% of All Funds
5.31%
New
410
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
$17.7B
2
Jennison Associates
Jennison Associates
New York
$1.9B
3
State Street
State Street
Massachusetts
$24B
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.63B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$403M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$22B
2
Viking Global Investors
Viking Global Investors
Connecticut
$243M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$12.8B
4
Bank of America
Bank of America
North Carolina
$5.85B
5
Sanders Capital
Sanders Capital
Florida
$2.61B
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
126
LPL Financial
California
$423M +$31.8M +60,430 +8%
Korea Investment Corp
127
Korea Investment Corp
South Korea
$418M -$13.2M -25,038 -3%
RJFSA
128
Raymond James Financial Services Advisors
Florida
$415M +$15.4M +29,345 +4%
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$403M +$331M +629,656 +462%
Axa
130
Axa
France
$403M -$23.7M -44,972 -6%
KBC Group
131
KBC Group
Belgium
$381M -$30.6M -58,095 -7%
Chevy Chase Trust
132
Chevy Chase Trust
Maryland
$373M -$2.49M -4,739 -0.7%
Mackenzie Financial
133
Mackenzie Financial
Ontario, Canada
$369M +$29.8M +56,694 +9%
MAM
134
Magellan Asset Management
Australia
$368M -$45M -85,414 -11%
BNP Paribas Asset Management
135
BNP Paribas Asset Management
France
$367M -$137M -260,805 -27%
SEI Investments
136
SEI Investments
Pennsylvania
$362M +$13.2M +25,067 +4%
Mitsubishi UFJ Trust & Banking
137
Mitsubishi UFJ Trust & Banking
Japan
$355M -$19.2M -36,380 -5%
Los Angeles Capital Management
138
Los Angeles Capital Management
California
$354M +$15.2M +28,792 +4%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$350M +$26.3M +50,021 +8%
Lord, Abbett & Co
140
Lord, Abbett & Co
New Jersey
$349M -$23.7M -45,032 -6%
JFL
141
Jarislowsky, Fraser Ltd
Quebec, Canada
$344M -$4.58M -8,698 -1%
HighTower Advisors
142
HighTower Advisors
Illinois
$341M +$7.59M +14,416 +2%
Truist Financial
143
Truist Financial
North Carolina
$338M -$45.6M -86,525 -12%
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$333M +$47M +89,243 +16%
MMH
145
Menora Mivtachim Holdings
Israel
$333M +$36M +68,455 +12%
SO
146
STRS Ohio
Ohio
$328M -$6.58M -12,498 -2%
Toronto Dominion Bank
147
Toronto Dominion Bank
Ontario, Canada
$325M -$36M -68,287 -10%
National Bank of Canada
148
National Bank of Canada
Quebec, Canada
$324M -$116M -214,896 -26%
Skandinaviska Enskilda Banken (SEB)
149
Skandinaviska Enskilda Banken (SEB)
Sweden
$310M +$9.15M +17,374 +3%
PTC
150
Provident Trust Company
Wisconsin
$310M -$2.29M -4,344 -0.7%
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