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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 %
MIC
1501
Means Investment Company
Maine
$2.92M -$85.3K -162 -3%
CS
1502
Cannell & Spears
New York
$2.91M +$7.9K +15 +0.3%
GWSG
1503
GPS Wealth Strategies Group
Colorado
$2.91M +$44.7K +85 +2%
MWAM
1504
Manhattan West Asset Management
California
$2.9M +$1.61M +3,056 +124%
SIAG
1505
Signet Investment Advisory Group
Rhode Island
$2.9M +$19K +36 +0.7%
AHC
1506
Anderson Hoagland & Co
Missouri
$2.89M +$6.75K +13 +0.2%
AWAU
1507
Alliance Wealth Advisors (Utah)
Utah
$2.89M +$36.3K +69 +1%
APP
1508
Avantax Planning Partners
Iowa
$2.88M -$128K -244 -4%
RFM
1509
Royal Fund Management
Florida
$2.87M +$144K +273 +5%
IWS
1510
Insight Wealth Strategies
California
$2.86M +$40K +76 +1%
AO
1511
Advisor OS
Illinois
$2.85M -$73.2K -139 -3%
BIA
1512
Bigelow Investment Advisors
Maine
$2.85M -$51.6K -98 -2%
MCM
1513
Manchester Capital Management
Vermont
$2.84M -$55.8K -106 -2%
FP
1514
Financial Perspectives
Minnesota
$2.83M +$8.95K +17 +0.3%
PFBT
1515
Parkside Financial Bank & Trust
Missouri
$2.83M +$1.42M +2,693 +100%
GFP
1516
Gryphon Financial Partners
Ohio
$2.82M +$1.26M +2,782 +81%
BTWM
1517
Baker Tilly Wealth Management
Wisconsin
$2.81M -$521K -990 -16%
BSAM
1518
Blue Square Asset Management
New York
$2.81M -$2.63K -5 -0.1%
IC
1519
Inscription Capital
Texas
$2.8M +$254K +483 +10%
HIIFS
1520
Harel Insurance Investments & Financial Services
Israel
$2.8M +$1.24M +2,355 +79%
WC
1521
Waterloo Capital
Texas
$2.8M +$1.34M +2,548 +92%
RIA
1522
Richwood Investment Advisors
Ohio
$2.79M -$128K -244 -4%
LFA
1523
Legacy Financial Advisors
Kentucky
$2.77M +$153K +290 +6%
SG
1524
StoneX Group
New York
$2.77M -$41.6K -79 -1%
SIM
1525
Sterling Investment Management
Arizona
$2.77M -$6.84K -13 -0.2%
59 60
61
62 63