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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 %
BWM
1726
BKM Wealth Management
Wisconsin
$2.02M +$2.02M +3,829 New
WI
1727
WBI Investments
New Jersey
$2.02M +$2.02M +3,828 New
FHWM
1728
Fox Hill Wealth Management
Massachusetts
$2.01M +$2.01M +3,816 New
CG
1729
CFO4Life Group
Texas
$2.01M -$15.3K -29 -0.8%
EFG
1730
Everhart Financial Group
Ohio
$2.01M +$289K +549 +17%
DA
1731
Doliver Advisors
Texas
$2M +$8.42K +16 +0.4%
TIMH
1732
Tilt Investment Management Holdings
New York
$2M -$592K -1,125 -23%
RBC
1733
Romano Brothers & Co
Illinois
$2M -$17.4K -33 -0.9%
TA
1734
Townsend & Associates
Colorado
$1.99M -$139K -270 -7%
WCM
1735
Whitener Capital Management
North Carolina
$1.98M +$170K +322 +9%
WH
1736
Willner & Heller
California
$1.97M +$1.97M +3,744 New
MSFS
1737
Main Street Financial Solutions
Pennsylvania
$1.97M +$37.4K +71 +2%
BWM
1738
Buckley Wealth Management
Nevada
$1.95M -$25.3K -48 -1%
LIG
1739
Lokken Investment Group
Delaware
$1.95M +$601K +1,141 +45%
CCA
1740
Cobblestone Capital Advisors
New York
$1.95M -$49.5K -94 -2%
BIP
1741
Blueprint Investment Partners
North Carolina
$1.95M +$1.3M +2,478 +202%
SC
1742
Sierra Capital
Florida
$1.95M -$30K -57 -2%
CGA
1743
Crescent Grove Advisors
Illinois
$1.95M -$40.5K -77 -2%
GB
1744
Goepper Burkhardt
South Carolina
$1.94M +$101K +194 +5%
CSS
1745
Cubist Systematic Strategies
Connecticut
$1.94M +$1.42M +2,703 +276%
HCM
1746
HMS Capital Management
Tennessee
$1.94M -$1.05K -2 -0.1%
SIA
1747
Strategic Investment Advisors
Michigan
$1.94M -$116K -220 -6%
HCCM
1748
Hudson Canyon Capital Management
New York
$1.94M -$41.6K -79 -2%
LCWP
1749
Legacy Capital Wealth Partners
Arkansas
$1.93M -$26.9K -51 -1%
FG
1750
Fiduciary Group
Georgia
$1.93M +$99K +188 +5%
68 69
70
71 72