UNH icon

UnitedHealth
UNH

Overview Fund Activity

3,392 hedge funds and large institutions have $436B invested in UnitedHealth in 2023 Q4 according to their latest regulatory filings, with 410 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
3,392
Holders Change
+268
Holders Change %
+8.58%
% of All Funds
49.73%
Holding in Top 10
362
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-10.17%
% of All Funds
5.31%
New
410
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
$17.7B
2
Jennison Associates
Jennison Associates
New York
$1.9B
3
State Street
State Street
Massachusetts
$24B
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.63B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$403M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$22B
2
Viking Global Investors
Viking Global Investors
Connecticut
$243M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$12.8B
4
Bank of America
Bank of America
North Carolina
$5.85B
5
Sanders Capital
Sanders Capital
Florida
$2.61B
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
151
Loomis, Sayles & Company
Massachusetts
$309M -$1.89M -3,599 -0.6%
Bank of Nova Scotia
152
Bank of Nova Scotia
Ontario, Canada
$305M +$67.7M +128,578 +29%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$294M -$18M -34,242 -6%
FMI
154
Fiduciary Management Inc
Wisconsin
$288M -$21.8M -41,377 -7%
AAB
155
ABN AMRO Bank
Netherlands
$283M -$6.89M -13,024 -2%
First Trust Advisors
156
First Trust Advisors
Illinois
$282M +$50.4M +95,663 +22%
Nomura Asset Management
157
Nomura Asset Management
Japan
$279M -$17.7M -33,650 -6%
Coatue Management
158
Coatue Management
New York
$279M -$56.1M -106,582 -17%
FWIA
159
Fort Washington Investment Advisors
Ohio
$279M -$1.34M -2,544 -0.5%
State of New Jersey Common Pension Fund D
160
State of New Jersey Common Pension Fund D
New Jersey
$278M -$1.5M -2,853 -0.5%
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$275M +$16.2M +30,742 +6%
Allspring Global Investments
162
Allspring Global Investments
North Carolina
$275M +$18.4M +35,027 +7%
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$271M -$27.6M -52,455 -9%
HL
164
Harding Loevner
New Jersey
$271M -$4.78M -9,085 -2%
A
165
AustralianSuper
Australia
$271M -$20.7M -39,405 -7%
State of Wisconsin Investment Board
166
State of Wisconsin Investment Board
Wisconsin
$270M +$4.37M +8,292 +2%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$268M -$2.63M -5,000 -1%
BCIM
168
British Columbia Investment Management
British Columbia, Canada
$268M -$17.6M -33,397 -6%
Asset Management One
169
Asset Management One
Japan
$261M +$8.99M +17,127 +4%
Ohio Public Employees Retirement System (OPERS)
170
Ohio Public Employees Retirement System (OPERS)
Ohio
$260M +$380K +722 +0.1%
MIM
171
Meridiem Investment Management
United Kingdom
$260M +$40.5M +76,836 +18%
Mariner
172
Mariner
Kansas
$255M +$8.22M +15,615 +3%
Baird Financial Group
173
Baird Financial Group
Wisconsin
$251M +$104M +197,834 +71%
HTC
174
Haverford Trust Company
Pennsylvania
$250M -$49.5K -94 -0%
CFC
175
Cincinnati Financial Corp
Ohio
$247M – – –
5 6
7
8 9