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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 %
EWA
1851
EverSource Wealth Advisors
Alabama
$1.63M +$105K +200 +7%
PFMU
1852
Privium Fund Management (UK)
United Kingdom
$1.63M -$1.05M -1,950 -39%
VRM
1853
Vectors Research Management
New York
$1.63M +$12.2K +23 +0.8%
CIG
1854
Cullen Investment Group
Louisiana
$1.63M +$1.63M +3,096 New
FCB
1855
First County Bank
Connecticut
$1.63M -$22.6K -43 -1%
AAM
1856
AR Asset Management
California
$1.63M – – –
MAM
1857
MWA Asset Management
Massachusetts
$1.63M +$11.1K +21 +0.7%
SWM
1858
Scissortail Wealth Management
Oklahoma
$1.63M +$1.63M +3,221 New
SSWM
1859
Smith Salley Wealth Management
North Carolina
$1.62M +$63.2K +120 +4%
PCP
1860
Pacific Capital Partners
$1.62M – – –
BFG
1861
Beacon Financial Group
Texas
$1.62M +$213K +404 +15%
CFS
1862
CRA Financial Services
New Jersey
$1.62M -$67.9K -129 -4%
FNWM
1863
Financial Network Wealth Management
Utah
$1.61M – – –
FIC
1864
FCG Investment Company
Tennessee
$1.61M +$1.61M +3,064 New
OCM
1865
One Capital Management
California
$1.61M -$33.2K -63 -2%
SIC
1866
Samalin Investment Counsel
New York
$1.61M -$4.21K -8 -0.3%
WC
1867
Westhampton Capital
North Carolina
$1.61M -$6.85K -13 -0.4%
DWM
1868
Drive Wealth Management
Utah
$1.6M +$1.6M +3,047 New
YC
1869
Yarbrough Capital
Tennessee
$1.6M – – –
PAMG
1870
Patton Albertson Miller Group
Tennessee
$1.6M +$79K +150 +5%
CVA
1871
Central Valley Advisors
California
$1.6M +$1.6M +3,042 New
TWM
1872
Tolleson Wealth Management
Texas
$1.6M +$5.79K +11 +0.4%
HWMA
1873
Heritage Wealth Management (Arizona)
Arizona
$1.6M +$1.6M +3,039 New
DFA
1874
Delta Financial Advisors
Louisiana
$1.59M -$416K -791 -21%
TIA
1875
Tiemann Investment Advisors
California
$1.59M +$42.1K +80 +3%
73 74
75
76 77