UNH icon

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 %
AIA
1651
Affinity Investment Advisors
California
$2.25M -$196K -373 -8%
OA
1652
Oak Associates
Ohio
$2.25M – – –
SIA
1653
Schear Investment Advisers
Ohio
$2.24M +$14.7K +28 +0.7%
LMKC
1654
L.M. Kohn & Company
Ohio
$2.24M +$167K +318 +8%
EGM
1655
Engineers Gate Manager
New York
$2.23M +$2.23M +4,242 New
BWG
1656
Boomfish Wealth Group
Georgia
$2.23M +$2.23M +4,239 New
MFG
1657
Menard Financial Group
Texas
$2.23M -$3.16K -6 -0.1%
CPA
1658
Court Place Advisors
Maryland
$2.23M +$26.3K +50 +1%
LJAC
1659
L.J. Altfest & Co
New York
$2.23M +$176K +335 +9%
FWM
1660
Fiat Wealth Management
Minnesota
$2.23M +$2.23M +4,227 New
OC
1661
Oarsman Capital
Wisconsin
$2.22M +$72.6K +138 +3%
CC
1662
Courier Capital
New York
$2.21M +$4.21K +8 +0.2%
ACL
1663
Applied Capital LLC
Florida
$2.21M -$154K -293 -7%
SI
1664
Symmetry Investments
Jersey
$2.21M +$2.21M +4,200 New
BTI
1665
Blue Trust Inc
Georgia
$2.2M +$230K +457 +12%
CAC
1666
Certified Advisory Corp
Florida
$2.19M -$20.8M -39,436 -90%
FBFS
1667
First Business Financial Services
Wisconsin
$2.19M +$42.1K +80 +2%
QWM
1668
Quadcap Wealth Management
Texas
$2.18M +$2.18M +4,147 New
IB
1669
Iyo Bank
Japan
$2.18M +$521K +990 +31%
RWP
1670
Revolve Wealth Partners
New Jersey
$2.18M -$291K -553 -12%
CP
1671
Canopy Partners
Ohio
$2.17M +$2.17M +4,122 New
MAG
1672
MRA Advisory Group
New Jersey
$2.17M +$621K +1,180 +40%
EIG
1673
Ellenbecker Investment Group
Wisconsin
$2.17M -$8.42K -16 -0.4%
LKIM
1674
Lawson Kroeker Investment Management
Nebraska
$2.17M – – –
SP
1675
Stablepoint Partners
Massachusetts
$2.16M +$2.16M +4,112 New
65 66
67
68 69