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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 %
IA
1776
IAM Advisory
Pennsylvania
$1.86M +$23.2K +44 +1%
PCP
1777
Proficio Capital Partners
Massachusetts
$1.85M +$43.2K +82 +2%
XF
1778
XML Financial
Maryland
$1.85M +$116K +221 +7%
EFA
1779
Evernest Financial Advisors
Indiana
$1.85M +$1.85M +3,515 New
VU
1780
Vanderbilt University
Tennessee
$1.85M +$263K +499 +17%
SAM
1781
Simplify Asset Management
Nevada
$1.85M -$671K -1,274 -27%
SI
1782
Scharf Investments
California
$1.84M +$81.6K +155 +5%
NL
1783
NWAM LLC
Washington
$1.84M +$81.6K +155 +5%
PWM
1784
Paulson Wealth Management
Illinois
$1.84M +$8.95K +17 +0.5%
PFA
1785
Pure Financial Advisors
California
$1.82M +$246K +468 +16%
ADIM
1786
Alpha DNA Investment Management
Maryland
$1.82M -$340K -646 -16%
FCG
1787
Fielder Capital Group
Tennessee
$1.8M +$1.8M +3,426 New
CBFP
1788
Cedar Brook Financial Partners
Ohio
$1.8M +$168K +312 +10%
DWM
1789
Defined Wealth Management
Oregon
$1.8M +$5.27K +10 +0.3%
TIA
1790
Trust Investment Advisors
Indiana
$1.79M -$27.4K -52 -2%
RL
1791
Rogco LP
Oklahoma
$1.79M +$559K +1,062 +45%
GCM
1792
Glaxis Capital Management
Florida
$1.79M +$1.79M +3,400 New
KMWM
1793
Keudell/Morrison Wealth Management
Oregon
$1.79M -$74.2K -141 -4%
MTIC
1794
Missouri Trust & Investment Company
Missouri
$1.79M +$89.5K +170 +5%
AWA
1795
Alta Wealth Advisors
Massachusetts
$1.79M -$76.3K -145 -4%
RIA
1796
Regal Investment Advisors
Michigan
$1.78M +$86.3K +164 +5%
MCI
1797
MRP Capital Investments
Georgia
$1.78M -$1.68M -3,197 -49%
HAIM
1798
Hunter Associates Investment Management
Pennsylvania
$1.78M +$52.6K +100 +3%
XT
1799
XTX Topco
Cayman Islands
$1.77M +$1.77M +3,368 New
PA
1800
PFW Advisors
Georgia
$1.77M +$36.3K +69 +2%
70 71
72
73 74