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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 %
GJWM
1701
Gilliland Jeter Wealth Management
Arkansas
$2.1M +$2.1M +3,982 New
QC
1702
Quent Capital
New York
$2.09M +$182K +345 +9%
HA
1703
Herold Advisors
New York
$2.09M – – –
MFA
1704
Mayflower Financial Advisors
Massachusetts
$2.09M +$79K +150 +4%
RWA
1705
Redhawk Wealth Advisors
Minnesota
$2.08M +$1.87M +3,547 +891%
SMA
1706
Sage Mountain Advisors
Georgia
$2.06M +$207K +394 +11%
MWM
1707
MGB Wealth Management
Texas
$2.06M +$2.06M +3,908 New
PBT
1708
Pictet Bank & Trust
Bahamas
$2.06M -$470K -893 -19%
PI
1709
Pettee Investors
Connecticut
$2.05M +$242K +460 +13%
MCCP
1710
Mission Creek Capital Partners
California
$2.05M +$180K +342 +10%
SB
1711
Strategic Blueprint
Georgia
$2.05M +$15.8K +30 +0.8%
SFG
1712
Snider Financial Group
Washington
$2.05M +$91.6K +174 +5%
JGCM
1713
Joseph Group Capital Management
Ohio
$2.05M +$85.8K +163 +4%
PTP
1714
Platform Technology Partners
New York
$2.04M -$650K -1,256 -24%
DA
1715
Dover Advisors
Virginia
$2.04M -$743K -1,411 -27%
CC
1716
Chicago Capital
Illinois
$2.04M +$1.3M +2,462 +174%
WCM
1717
Washburn Capital Management
Florida
$2.04M +$263K +500 +15%
MFG
1718
MidWestOne Financial Group
Iowa
$2.04M -$21.6K -41 -1%
UAML
1719
US Asset Management LLC
Pennsylvania
$2.04M +$2.04M +3,867 New
BFO
1720
Boston Family Office
Massachusetts
$2.03M +$86.9K +165 +4%
HCM
1721
Highview Capital Management
Illinois
$2.03M +$26.3K +50 +1%
GIM
1722
Groesbeck Investment Management
New Jersey
$2.03M – – –
SCI
1723
Stableford Capital II
Arizona
$2.02M -$19.4K -36 -1%
PWMG
1724
Prestige Wealth Management Group
New Jersey
$2.02M +$110K +208 +6%
TFIPS
1725
Towarzystwo Funduszy Inwestycyjnych PZU SA
$2.02M +$2.02M +3,835 New
67 68
69
70 71