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 %
BIM
1926
Baldwin Investment Management
Pennsylvania
$1.47M +$84.2K +160 +6%
OM
1927
OV Management
Minnesota
$1.47M +$1.47M +2,800 New
APA
1928
Astoria Portfolio Advisors
New York
$1.47M +$512K +1,002 +53%
HI
1929
Humankind Investments
New York
$1.47M -$123K -234 -8%
PCM
1930
Pennsylvania Capital Management
Pennsylvania
$1.47M -$65.3K -124 -4%
SCP
1931
Sivia Capital Partners
California
$1.46M +$1.46M +2,777 New
CB
1932
CNB Bank
Pennsylvania
$1.46M +$49.5K +94 +4%
CRWM
1933
Castle Rock Wealth Management
California
$1.46M +$107K +199 +8%
CST
1934
Charles Schwab Trust
Nevada
$1.46M +$219K +416 +18%
EIP
1935
Ellis Investment Partners
Pennsylvania
$1.46M -$23.7K -45 -2%
CIAS
1936
CFS Investment Advisory Services
New Jersey
$1.45M +$515K +979 +55%
KIC
1937
Kensington Investment Counsel
California
$1.45M -$15.3K -29 -1%
BA
1938
Bluesphere Advisors
Pennsylvania
$1.45M +$73.7K +140 +5%
WAG
1939
Wallace Advisory Group
California
$1.45M +$39.3K +78 +3%
FI
1940
Financial Insights
Washington
$1.44M +$48.4K +92 +3%
OHWA
1941
Oak Hill Wealth Advisors
Virginia
$1.44M -$22.6K -43 -2%
LOIP
1942
Live Oak Investment Partners
Texas
$1.44M -$1.43M – –
DCM
1943
DGS Capital Management
New Jersey
$1.44M +$85.8K +163 +6%
CP
1944
Covenant Partners
Tennessee
$1.43M -$5.27K -10 -0.4%
VDBMI
1945
Van Den Berg Management I
Texas
$1.43M -$8.95K -17 -0.6%
KPWG
1946
KFA Private Wealth Group
Virginia
$1.43M +$11.1K +21 +0.8%
AWA
1947
Aaron Wealth Advisors
Illinois
$1.43M +$171K +324 +14%
CAG
1948
Crestwood Advisors Group
Massachusetts
$1.43M +$157K +299 +12%
BCM
1949
Beck Capital Management
Texas
$1.43M +$1.43M +2,708 New
HIM
1950
Hillsdale Investment Management
Ontario, Canada
$1.43M -$5.27K -10 -0.4%
76 77
78
79 80