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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 %
FCM
1876
Fortis Capital Management
Washington
$1.59M +$164K +311 +12%
GSEP
1877
Golden State Equity Partners
California
$1.58M -$118K -224 -7%
SWMG
1878
Signature Wealth Management Group
Georgia
$1.58M +$1.58M +3,004 New
Financial Engines Advisors
1879
Financial Engines Advisors
California
$1.58M +$157K +299 +11%
SACTSONJ
1880
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.58M – – –
FCA
1881
FinTrust Capital Advisors
South Carolina
$1.57M -$49.5K -94 -3%
WE
1882
Wealth Effects
Massachusetts
$1.56M +$27.9K +53 +2%
WP
1883
WealthSource Partners
California
$1.56M -$65.8K -125 -4%
LB
1884
Legacy Bridge
Iowa
$1.56M – – –
JWM
1885
JPL Wealth Management
Colorado
$1.56M +$1.56M +2,960 New
EFSCE
1886
Enterprise Financial Services Corp (EFSC)
Missouri
$1.56M +$8.95K +17 +0.6%
ACMA
1887
Arbor Capital Management (Alaska)
Alaska
$1.55M -$22.8K -42 -1%
HGERS
1888
Householder Group Estate & Retirement Specialist
Arizona
$1.55M -$21K -40 -1%
CA
1889
Cornerstone Advisory
Maryland
$1.54M +$69.5K +132 +5%
PCI
1890
Planning Center Inc
Illinois
$1.54M -$526 -1 -0%
FFBTD
1891
First Financial Bank - Trust Division
Ohio
$1.54M -$33.7K -64 -2%
LCM
1892
Leisure Capital Management
California
$1.54M -$311K -590 -17%
FW
1893
FirstPurpose Wealth
Utah
$1.53M +$19.5K +37 +1%
MCM
1894
Monument Capital Management
Virginia
$1.53M +$121K +230 +9%
OFS
1895
Orrstown Financial Services
Pennsylvania
$1.53M +$1.53M +2,907 New
ECG
1896
Edge Capital Group
Georgia
$1.53M +$15.3K +29 +1%
KAS
1897
KPP Advisory Services
Kentucky
$1.53M -$261K -495 -15%
WSCM
1898
Wellington Shields Capital Management
New York
$1.53M +$1.23M +2,335 +412%
MWA
1899
Midland Wealth Advisors
Illinois
$1.52M +$1.52M +2,896 New
SHGA
1900
Sand Hill Global Advisors
California
$1.52M -$12.6K -24 -0.8%
74 75
76
77 78