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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 %
PMG
1526
ProVise Management Group
Florida
$2.77M +$81.6K +155 +3%
JSL
1527
JT Stratford LLC
Georgia
$2.77M +$342K +649 +14%
CT
1528
Columbia Trust
Oregon
$2.77M +$318K +604 +13%
MW
1529
Marcum Wealth
Ohio
$2.76M +$107K +203 +4%
BCM
1530
Bourgeon Capital Management
Connecticut
$2.75M +$2.18M +4,150 +386%
TWM
1531
Trueblood Wealth Management
Ohio
$2.75M +$2.75M +5,225 New
TCOT
1532
Trust Company of Toledo
Ohio
$2.75M +$343K +651 +14%
FA
1533
Fagan Associates
New York
$2.74M +$227K +432 +9%
CSA
1534
Cottage Street Advisors
Massachusetts
$2.74M -$5.83K -11 -0.2%
MG
1535
Mather Group
Illinois
$2.73M +$165K +313 +6%
PL
1536
Parkwood LLC
Ohio
$2.73M -$550K -1,045 -17%
WAP
1537
Wealthcare Advisory Partners
Pennsylvania
$2.73M +$1.02M +1,942 +60%
CWA
1538
Consilium Wealth Advisory
Texas
$2.72M +$162K +308 +6%
CCWM
1539
Cassaday & Co Wealth Management
Virginia
$2.72M +$34.2K +65 +1%
HI
1540
Handelsinvest Investeringsforvaltning
Denmark
$2.72M -$622K -1,181 -19%
NC
1541
NinePointTwo Capital
California
$2.71M – – –
CWMU
1542
Caliber Wealth Management (Utah)
Utah
$2.71M +$44.2K +84 +2%
EWM
1543
Elmwood Wealth Management
California
$2.7M -$643K -1,221 -19%
BCM
1544
Brasada Capital Management
Texas
$2.69M +$248K +471 +10%
AI
1545
AXS Investments
New York
$2.69M -$377K -716 -12%
MUAMU
1546
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.69M – – –
RCM
1547
RB Capital Management
Nevada
$2.68M +$14.2K +27 +0.5%
SF
1548
Symphony Financial
Texas
$2.67M +$1.07M +2,042 +67%
GA
1549
Geller Advisors
New York
$2.67M -$137K -261 -5%
JWCA
1550
J.W. Cole Advisors
Florida
$2.66M +$185K +352 +7%
60 61
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