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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 %
GI
1601
GAMMA Investing
California
$2.44M +$2.44M +4,771 New
HIC
1602
Harvey Investment Company
Kentucky
$2.44M -$76.3K -145 -3%
KF
1603
KKM Financial
Illinois
$2.43M +$2.43M +4,625 New
BHB
1604
Bank Hapoalim BM
Israel
$2.43M -$144K -274 -6%
WA
1605
WP Advisors
California
$2.42M +$24.7K +47 +1%
OAM
1606
Oak Asset Management
California
$2.42M – – –
RCM
1607
Radnor Capital Management
Pennsylvania
$2.41M -$105K -200 -4%
LSPW
1608
Lake Street Private Wealth
Illinois
$2.41M -$296K -563 -11%
AFS
1609
Aft Forsyth & Sober
Florida
$2.41M – – –
CCA
1610
Criterion Capital Advisors
Tennessee
$2.41M +$2.41M +4,570 New
ARC
1611
Advisor Resource Council
Texas
$2.4M +$1.96M +3,721 +444%
CV
1612
Counterweight Ventures
North Carolina
$2.4M +$2.4M +4,556 New
CWS
1613
Confluence Wealth Services
Pennsylvania
$2.4M +$222K +422 +10%
MPA
1614
Marvin & Palmer Associates
Delaware
$2.4M +$2.4M +4,550 New
PPC
1615
Park Place Capital
Alabama
$2.39M -$254K -482 -10%
TPI
1616
Trust Point Inc
Wisconsin
$2.38M +$2.38M +4,519 New
SWM
1617
SilverOak Wealth Management
Minnesota
$2.38M +$2.38M +4,730 New
IAS
1618
IMA Advisory Services
Colorado
$2.37M -$284K -539 -11%
VFA
1619
Voya Financial Advisors
Connecticut
$2.37M -$21.5K -41 -0.9%
AIA
1620
Alternative Investment Advisors
Florida
$2.37M -$7.9K -15 -0.3%
REMPR
1621
Roof Eidam Maycock Peralta (REMP)
California
$2.36M -$42.1K -80 -2%
AWA
1622
Arete Wealth Advisors
Illinois
$2.36M +$2.36M +4,489 New
MFG
1623
Magnus Financial Group
New York
$2.36M +$174K +331 +8%
CWA
1624
Core Wealth Advisors
Florida
$2.36M +$6.84K +13 +0.3%
OL
1625
Optas LLC
Texas
$2.36M +$14.2K +27 +0.6%
63 64
65
66 67