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 %
NWM
1676
Northcape Wealth Management
New York
$2.16M -$2.11K -4 -0.1%
TSWM
1677
Triangle Securities Wealth Management
North Carolina
$2.16M -$22.6K -43 -1%
TC
1678
TwinBeech Capital
New York
$2.15M +$2.15M +4,088 New
OWA
1679
Opal Wealth Advisors
New York
$2.15M -$1.05K -2 -0%
LWCFA
1680
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.14M -$58.9K -115 -3%
LM
1681
Lincluden Management
Ontario, Canada
$2.14M -$25.8K -49 -1%
CFP
1682
Catalyst Financial Partners
Massachusetts
$2.14M +$122K +232 +6%
FFA
1683
Fairfield Financial Advisors
Massachusetts
$2.13M +$302K +573 +16%
PA
1684
Paralel Advisors
Colorado
$2.13M – – –
AIM
1685
AHL Investment Management
Florida
$2.13M +$2.63K +5 +0.1%
GMFG
1686
Greater Midwest Financial Group
Minnesota
$2.13M +$2.13M +4,041 New
P
1687
&Partners
Tennessee
$2.13M +$1.48M +2,764 +227%
CNFG
1688
Creegan & Nassoura Financial Group
New Hampshire
$2.12M -$13.2K -25 -0.6%
MGIU
1689
M&G Investments (USA)
Illinois
$2.12M +$2.12M +4,028 New
SLC
1690
Second Line Capital
Louisiana
$2.12M +$2.12M +4,023 New
CW
1691
CIC Wealth
Maryland
$2.12M -$383K -727 -15%
ICA
1692
Infrastructure Capital Advisors
New York
$2.12M +$2.12M +4,022 New
NL
1693
NVWM LLC
Pennsylvania
$2.11M -$24.2K -46 -1%
KP
1694
Keel Point
Alabama
$2.11M +$92.7K +176 +5%
KA
1695
KLCM Advisors
Wisconsin
$2.11M +$630K +1,196 +43%
T
1696
TOBAM
France
$2.11M -$455K -864 -18%
MFS
1697
Monetta Financial Services
Illinois
$2.11M – – –
WP
1698
Waycross Partners
Kentucky
$2.11M – – –
VFM
1699
Viking Fund Management
North Dakota
$2.11M – – –
AWM
1700
Aries Wealth Management
Maine
$2.1M +$24.7K +47 +1%
66 67
68
69 70