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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 %
WC
1751
Wexford Capital
Florida
$1.93M +$1.05M +2,000 +120%
KFI
1752
Key Financial Inc
Pennsylvania
$1.92M – – –
OC
1753
Oakworth Capital
Alabama
$1.92M -$526 -1 -0%
ICM
1754
IMS Capital Management
Oregon
$1.92M +$68.4K +130 +4%
VIM
1755
Vista Investment Management
Pennsylvania
$1.92M -$1.58K -3 -0.1%
EP
1756
Eudaimonia Partners
Tennessee
$1.91M -$942K -1,790 -33%
NFA
1757
Northern Financial Advisors
Michigan
$1.91M +$125K +237 +7%
GIM
1758
Guardian Investment Management
California
$1.91M +$1.91M +3,630 New
CIAS
1759
Capital Investment Advisory Services
North Carolina
$1.91M -$7.37K -14 -0.4%
RW
1760
Rede Wealth
Virginia
$1.9M -$2.11K -4 -0.1%
FFO
1761
Fiduciary Family Office
Florida
$1.9M +$1.9M +3,615 New
FWA
1762
FSM Wealth Advisors
Ohio
$1.9M +$7.9K +15 +0.4%
ET
1763
Entropy Technologies
New York
$1.9M +$1.9M +3,604 New
WCM
1764
Weaver Capital Management
Georgia
$1.9M +$1.9M +3,601 New
BCM
1765
Bayesian Capital Management
New York
$1.9M -$3.74M -7,100 -66%
WKWM
1766
Walter & Keenan Wealth Management
Indiana
$1.89M -$27.9K -53 -1%
BWM
1767
BCGM Wealth Management
Indiana
$1.87M +$31.6K +60 +2%
HBT
1768
Heartland Bank & Trust
Illinois
$1.87M +$436K +829 +30%
M1FG
1769
Mach-1 Financial Group
Arkansas
$1.87M -$371K -704 -17%
SWM
1770
SeaCrest Wealth Management
New York
$1.87M +$204K +380 +12%
CC
1771
Commons Capital
Massachusetts
$1.87M +$42.6K +81 +2%
DIP
1772
DT Investment Partners
Pennsylvania
$1.87M -$75.5K -150 -4%
III
1773
Independent Investors Inc
New York
$1.86M – – –
AIM
1774
Aigen Investment Management
New York
$1.86M +$1.57M +2,988 +541%
JCM
1775
Jacobi Capital Management
Pennsylvania
$1.86M +$4.74K +9 +0.3%
69 70
71
72 73