UNH icon

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 %
GA
1901
GoalVest Advisory
New York
$1.52M -$50.5K -96 -3%
D
1902
Diversified
Delaware
$1.52M +$70.6K +134 +5%
AA
1903
Altman Advisors
Illinois
$1.51M +$7.9K +15 +0.5%
WMP
1904
Wealth Management Partners
Arizona
$1.51M +$5.27K +10 +0.3%
MW
1905
MBL Wealth
North Carolina
$1.51M +$95.8K +182 +7%
LCM
1906
LVM Capital Management
Michigan
$1.51M – – –
LA
1907
LM Advisors
California
$1.5M +$1.5M +2,859 New
SIG
1908
Sargent Investment Group
Maryland
$1.5M +$143K +271 +10%
EGA
1909
E&G Advisors
Texas
$1.5M +$1.05K +2 +0.1%
CWM
1910
Cahaba Wealth Management
Georgia
$1.5M -$28.4K -54 -2%
TRIA
1911
Trail Ridge Investment Advisors
Colorado
$1.5M -$12.6K -24 -0.8%
BEI
1912
Benjamin Edwards Inc
Missouri
$1.5M -$53.2K -101 -3%
KC
1913
Kingfisher Capital
North Carolina
$1.5M -$15.8K -30 -1%
SQA
1914
Simon Quick Advisors
New Jersey
$1.5M +$152K +288 +11%
CIM
1915
CIM Investment Management
Pennsylvania
$1.49M – – –
SP
1916
Stonebrook Private
Michigan
$1.49M +$1.49M +2,826 New
BOS
1917
Bank of Stockton
California
$1.49M -$79.1K -157 -5%
VSQM
1918
V-Square Quantitative Management
Illinois
$1.49M +$382K +726 +35%
BBNA
1919
Bremer Bank National Association
Minnesota
$1.48M +$100K +190 +7%
CB
1920
Cadence Bank
Mississippi
$1.48M -$8.42K -16 -0.6%
QCM
1921
Qsemble Capital Management
New York
$1.48M +$1.48M +2,809 New
ACM
1922
Absolute Capital Management
Pennsylvania
$1.48M -$1.05K -2 -0.1%
CA
1923
Cambridge Advisors
Nebraska
$1.48M -$105K -200 -7%
HI
1924
Hoey Investments
Pennsylvania
$1.48M -$106K -201 -7%
BWP
1925
Baldwin Wealth Partners
Massachusetts
$1.47M +$32.1K +61 +2%
75 76
77
78 79