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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 %
FI
1576
Fosun International
China
$2.56M -$1.24M -2,360 -33%
PP
1577
PDS Planning
Ohio
$2.56M +$11.6K +22 +0.5%
FAIM
1578
Financial Advocates Investment Management
Washington
$2.56M +$108K +205 +4%
AWM
1579
Ameliora Wealth Management
Switzerland
$2.55M +$425K +808 +20%
MFIM
1580
Mesirow Financial Investment Management
Illinois
$2.55M +$2.55M +47,809 New
HIC
1581
Hartline Investment Corp
Illinois
$2.54M +$1.58K +3 +0.1%
SPG
1582
Strategic Planning Group
Utah
$2.53M +$2.53M +4,813 New
PCM
1583
Parsons Capital Management
Rhode Island
$2.53M +$240K +455 +10%
CWP
1584
Concord Wealth Partners
Virginia
$2.52M +$726K +1,379 +40%
KA
1585
Kovack Advisors
Florida
$2.52M -$90K -171 -3%
AW
1586
Alaethes Wealth
Nevada
$2.51M +$69K +131 +3%
ISL
1587
Ingalls & Snyder LLC
New York
$2.51M -$36.8K -70 -1%
WF
1588
Welch & Forbes
Massachusetts
$2.51M -$129K -245 -5%
NWM
1589
Napa Wealth Management
California
$2.49M +$2.49M +4,739 New
FMLI
1590
Fukoku Mutual Life Insurance
Japan
$2.49M -$861K -1,635 -26%
MFG
1591
Monte Financial Group
Connecticut
$2.49M -$17.4K -33 -0.7%
CAMV
1592
Concord Asset Management (Virginia)
Virginia
$2.49M +$904K +1,717 +57%
PCM
1593
Palouse Capital Management
Washington
$2.48M -$70K -133 -3%
CWI
1594
Conscious Wealth Investments
Florida
$2.48M +$2.48M +5,021 New
HA
1595
Harfst & Associates
Wyoming
$2.47M -$53.7K -102 -2%
MP
1596
McDonald Partners
Ohio
$2.45M +$21.1K +40 +0.9%
MWM
1597
Marion Wealth Management
Pennsylvania
$2.45M +$46.3K +88 +2%
HFM
1598
Hartford Financial Management
Connecticut
$2.45M -$9.48K -18 -0.4%
HFM
1599
Hartford Funds Management
Pennsylvania
$2.45M +$472K +896 +24%
CASB
1600
Cape Ann Savings Bank
Massachusetts
$2.44M -$27.6K -54 -1%
62 63
64
65 66