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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 %
AA
1801
Advisory Alpha
Michigan
$1.76M +$323K +614 +22%
RWM
1802
Rench Wealth Management
Texas
$1.76M +$822K +1,562 +87%
TCOTS
1803
Trust Company of the South
North Carolina
$1.76M +$1.76M +3,351 New
AIA
1804
Alera Investment Advisors
Illinois
$1.76M +$8.42K +16 +0.5%
BIA
1805
Benchmark Investment Advisors
Illinois
$1.76M -$104K -198 -6%
PA
1806
Prossimo Advisors
California
$1.75M +$29K +55 +2%
FNA
1807
First National Advisers
Nebraska
$1.75M +$385K +732 +28%
LIA
1808
LS Investment Advisors
Michigan
$1.75M +$39.5K +75 +2%
CCG
1809
Ceeto Capital Group
Florida
$1.75M – – –
CFCI
1810
Comprehensive Financial Consultants Institutional
Indiana
$1.75M +$114K +216 +7%
SAM
1811
Synergy Asset Management
Washington
$1.74M -$7.25M -13,770 -81%
OWA
1812
ORBA Wealth Advisors
Illinois
$1.74M +$1.74M +3,307 New
PA
1813
Paragon Advisors
Texas
$1.74M +$22.6K +43 +1%
CPR
1814
CSU Producer Resources
Ohio
$1.74M – – –
WIA
1815
Westbourne Investment Advisors
Maryland
$1.74M -$18.4K -35 -1%
MCC
1816
Money Concepts Capital
Florida
$1.73M -$126K -239 -7%
IAS
1817
Investment Advisory Services
Texas
$1.73M +$16.8K +32 +1%
IFS
1818
Ifrah Financial Services
Arkansas
$1.73M -$143K -271 -8%
MAWA
1819
Moss Adams Wealth Advisors
Washington
$1.73M +$97.4K +185 +6%
EI
1820
Ellevest Inc
New York
$1.71M +$97.9K +186 +6%
MTC
1821
Matrix Trust Company
Colorado
$1.71M +$1.71M +3,242 New
RAM
1822
Ramirez Asset Management
New York
$1.71M – – –
ZIG
1823
Zullo Investment Group
Pennsylvania
$1.7M +$29K +55 +2%
JF
1824
Jump Financial
Illinois
$1.69M +$1.69M +3,219 New
LFA
1825
Laraway Financial Advisors
Minnesota
$1.69M -$39K -74 -2%
71 72
73
74 75