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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 %
FG
1826
Foster Group
Iowa
$1.69M – – –
OFS
1827
OneAscent Financial Services
Alabama
$1.69M +$89K +169 +6%
AC
1828
Allstate Corporation
Illinois
$1.69M -$95.8K -182 -5%
WAAG
1829
Wealth Alliance Advisory Group
Kansas
$1.67M +$326K +619 +24%
MAC
1830
Mason & Associates (California)
California
$1.67M -$45.3K -86 -3%
PF
1831
Prosperitas Financial
California
$1.67M +$131K +249 +9%
PWM
1832
Palumbo Wealth Management
New York
$1.67M -$87.9K -167 -5%
BFA
1833
Brendel Financial Advisors
New Hampshire
$1.67M +$1.67M +3,170 New
SRSA
1834
S.R. Schill & Associates
Washington
$1.67M -$51.6K -98 -3%
CRI
1835
Colonial River Investments
Virginia
$1.67M +$386K +733 +30%
BAMG
1836
Brand Asset Management Group
Missouri
$1.66M +$57.4K +109 +4%
IFWM
1837
Institute for Wealth Management
Colorado
$1.66M -$7.9K -15 -0.5%
EFMC
1838
Empire Financial Management Company
New York
$1.66M +$1.28M +2,425 +335%
IWA
1839
Invera Wealth Advisors
Oregon
$1.66M +$1.66M +3,148 New
SIC
1840
Sterling Investment Counsel
New York
$1.66M -$48.4K -92 -3%
LF
1841
Lee Financial
Texas
$1.65M +$2.63K +5 +0.2%
IIC
1842
Ironwood Investment Counsel
Arizona
$1.65M -$62.7K -119 -4%
IF
1843
Intrua Financial
Texas
$1.65M +$126K +240 +8%
JGGDR
1844
JGP Global Gestao de Recursos
Brazil
$1.65M -$5.27K -10 -0.3%
PIA
1845
Pinion Investment Advisors
Kansas
$1.64M -$105K -200 -6%
BWM
1846
BigSur Wealth Management
Florida
$1.64M -$8.42K -16 -0.5%
LC
1847
Lavaca Capital
Texas
$1.64M -$3.44M -6,529 -68%
MFC
1848
Mechanics Financial Corp
Ohio
$1.64M -$1.05K -2 -0.1%
FMWA
1849
Forvis Mazars Wealth Advisors
Missouri
$1.64M -$104K -198 -6%
TFP
1850
Tilia Fiduciary Partners
North Carolina
$1.64M +$42.6K +81 +3%
72 73
74
75 76