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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 %
CCP
1476
Cunning Capital Partners
North Carolina
$3.04M – – –
BRG
1477
Bay Rivers Group
Virginia
$3.03M +$107K +204 +4%
CA
1478
CoreCap Advisors
Michigan
$3.03M +$2.38M +4,519 +367%
EHWM
1479
Eads & Heald Wealth Management
Georgia
$3.03M -$21.1K -40 -0.7%
DL
1480
DOHJ LLC
Washington
$3.03M +$161K +306 +6%
LSIA
1481
LaSalle St. Investment Advisors
Illinois
$3.02M +$158K +30 +6%
PG
1482
Patten Group
Tennessee
$3.02M -$127K -241 -4%
SFP
1483
Shepherd Financial Partners
Massachusetts
$3.02M +$11.6K +22 +0.4%
BA
1484
Birinyi Associates
Connecticut
$3.02M +$2.26M +4,285 +296%
LCM
1485
Legato Capital Management
California
$3.02M – – –
CWM
1486
Circle Wealth Management
New Jersey
$3.02M +$75.3K +143 +3%
RIA
1487
Realta Investment Advisors
Delaware
$3.01M +$324K +616 +12%
CCFP
1488
Charles Carroll Financial Partners
Massachusetts
$3M +$132K +250 +5%
FP
1489
Factorial Partners
New York
$3M +$1.18M +2,240 +65%
BMWM
1490
Brown Miller Wealth Management
Virginia
$3M +$22.1K +42 +0.7%
ST
1491
Sentinel Trust
Texas
$3M – – –
ST
1492
Somerset Trust
Pennsylvania
$2.99M +$45.8K +87 +2%
SIM
1493
Sentry Investment Management
Wisconsin
$2.99M +$158K +300 +6%
JIC
1494
Joel Isaacson & Co
New York
$2.98M +$151K +287 +5%
LOIM
1495
Liberty One Investment Management
Illinois
$2.98M +$152K +289 +5%
SCP
1496
Stamos Capital Partners
California
$2.97M -$1.96M -3,730 -40%
AFG
1497
Atomi Financial Group
New York
$2.97M +$990K +1,881 +50%
VCAM
1498
Van Cleef Asset Management
Ohio
$2.93M -$111K -210 -4%
RFA
1499
ROI Financial Advisors
Oregon
$2.93M +$2.93M +5,564 New
WA
1500
Wealth Alliance
New York
$2.93M -$56.9K -108 -2%
58 59
60
61 62