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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 %
WCA
1551
Waypoint Capital Advisors
Minnesota
$2.65M +$29K +55 +1%
BCA
1552
Bay Colony Advisors
Massachusetts
$2.65M +$152K +288 +6%
AF
1553
Apexium Financial
Texas
$2.65M +$111K +210 +4%
SSWM
1554
Sheets Smith Wealth Management
North Carolina
$2.64M -$15.8K -30 -0.6%
SFI
1555
SPC Financial Inc
Maryland
$2.64M +$2.64M +5,006 New
GCM
1556
Graham Capital Management
Connecticut
$2.63M -$11.7M -22,174 -82%
KM
1557
KP Management
Minnesota
$2.63M +$2.63M +5,000 New
HCM
1558
Hall Capital Management
Rhode Island
$2.63M +$270K +512 +11%
TAM
1559
Tealwood Asset Management
Minnesota
$2.63M +$10K +19 +0.4%
CIC
1560
Cornercap Investment Counsel
Georgia
$2.61M -$65.3K -124 -2%
MIA
1561
MeadowBrook Investment Advisors
Michigan
$2.61M +$2.61M +4,956 New
MWA
1562
Moser Wealth Advisors
Washington
$2.6M – – –
CWM
1563
Chesapeake Wealth Management
Virginia
$2.6M -$33.7K -64 -1%
FIM
1564
Freedom Investment Management
Connecticut
$2.6M +$171K +324 +7%
EWM
1565
Empirical Wealth Management
Washington
$2.6M +$404K +768 +18%
JFA
1566
JNBA Financial Advisors
Minnesota
$2.6M -$74.2K -141 -3%
IBOK
1567
Independence Bank of Kentucky
Kentucky
$2.59M +$530K +1,006 +26%
NSIM
1568
North Star Investment Management
Illinois
$2.59M -$10K -19 -0.4%
RIM
1569
Redwood Investment Management
Arizona
$2.59M -$964K -1,831 -27%
AIM
1570
AMI Investment Management
Indiana
$2.58M -$160K -303 -6%
ICG
1571
InterOcean Capital Group
Tennessee
$2.58M +$302K +573 +13%
TWP
1572
Tyche Wealth Partners
Texas
$2.58M +$2.58M +4,895 New
SS
1573
Sunbelt Securities
Texas
$2.57M +$40K +76 +2%
CCB
1574
Country Club Bank
Missouri
$2.57M -$151K -288 -6%
SPIS
1575
Steward Partners Investment Solutions
Oregon
$2.56M +$2.56M +4,871 New
61 62
63
64 65