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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 %
IAIM
1626
International Assets Investment Management
Florida
$2.35M +$44.8K +85 +2%
FDS
1627
Freedom Day Solutions
Texas
$2.35M -$29K -55 -1%
MIFH
1628
Migdal Insurance & Financial Holdings
Israel
$2.35M +$1.51M +2,880 +181%
DCM
1629
Davidson Capital Management
Texas
$2.35M +$52.1K +99 +2%
KCM
1630
Kathmere Capital Management
Pennsylvania
$2.35M +$81.6K +155 +4%
AWP
1631
Accretive Wealth Partners
New Jersey
$2.34M +$8.42K +16 +0.4%
WWS
1632
Wellington Wealth Strategies
Indiana
$2.33M +$2.33M +4,425 New
BFA
1633
Beaumont Financial Advisors
Massachusetts
$2.33M -$143K -272 -6%
PCS
1634
Personal CFO Solutions
New Jersey
$2.32M -$13.2K -25 -0.6%
CAM
1635
Cidel Asset Management
Ontario, Canada
$2.32M +$2.32M +4,410 New
NG
1636
Norden Group
Utah
$2.32M -$1.04M -1,973 -31%
GWS
1637
Glassman Wealth Services
Virginia
$2.32M -$19K -36 -0.8%
SP
1638
SWS Partners
Ohio
$2.31M -$196K -372 -8%
LBWM
1639
Left Brain Wealth Management
Illinois
$2.31M +$282K +536 +14%
LWM
1640
Ledge Wealth Management
Minnesota
$2.3M -$61.6K -117 -3%
BAAM
1641
Baker Avenue Asset Management
California
$2.3M +$1.66M +3,146 +258%
IA
1642
IFG Advisory
Georgia
$2.29M +$80.6K +153 +4%
VFPI
1643
Vantage Financial Partners (Illinois)
Illinois
$2.28M -$29K -55 -1%
CA
1644
Continuum Advisory
Idaho
$2.28M -$144K -273 -6%
SW
1645
StrongBox Wealth
Missouri
$2.27M -$70.5K -134 -3%
FFG
1646
Frisch Financial Group
New York
$2.26M +$105K +200 +5%
WAM
1647
Worth Asset Management
Texas
$2.26M +$1.93M +3,666 +582%
CFA
1648
Cahill Financial Advisors
Minnesota
$2.26M +$7.37K +14 +0.3%
PCG
1649
Prosperity Consulting Group
Maryland
$2.26M +$283K +537 +14%
9WM
1650
9258 Wealth Management
Ohio
$2.25M +$153K +290 +7%
64 65
66
67 68