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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 %
EFL
1951
ERn Financial LLC
Wisconsin
$1.42M +$66.1K +128 +5%
CC
1952
Codex Capital
New York
$1.42M – – –
CIM
1953
Caldwell Investment Management
Ontario, Canada
$1.42M – – –
TF
1954
TLWM Financial
Texas
$1.42M -$2.11K -4 -0.1%
GPA
1955
Garrison Point Advisors
California
$1.42M – – –
SFO
1956
Stokes Family Office
Louisiana
$1.42M -$2.19M -4,158 -61%
SPWG
1957
Syntegra Private Wealth Group
Missouri
$1.42M +$91.1K +173 +7%
RWB
1958
RMR Wealth Builders
New Jersey
$1.41M +$195K +370 +16%
C
1959
Certuity
Florida
$1.41M -$52.6K -100 -4%
DSA
1960
Droms Strauss Advisors
Missouri
$1.41M -$12.6K -24 -0.9%
FAN
1961
Financial Advisors Network
California
$1.41M +$49K +93 +4%
PIA
1962
Perennial Investment Advisors
California
$1.41M -$1.58K -3 -0.1%
LG
1963
LaFleur & Godfrey
Michigan
$1.41M -$152K -288 -10%
AR
1964
Apeiron RIA
Texas
$1.41M +$23.2K +44 +2%
FNBOH
1965
First National Bank of Hutchinson
Kansas
$1.4M -$13.7K -26 -1%
ACA
1966
Atlas Capital Advisors
Wyoming
$1.39M -$4.21K -8 -0.3%
NFG
1967
Northeast Financial Group
Pennsylvania
$1.39M -$565K -1,074 -29%
WLIM
1968
White Lighthouse Investment Management
Massachusetts
$1.39M -$5.27K -10 -0.4%
CIA
1969
Cladis Investment Advisory
Montana
$1.39M -$7.9K -15 -0.6%
MFS
1970
Mirabella Financial Services
United Kingdom
$1.39M +$1.39M +2,633 New
NIM
1971
Northeast Investment Management
Massachusetts
$1.38M -$1.25M -2,380 -48%
JSW
1972
Journey Strategic Wealth
New Jersey
$1.38M +$26.3K +50 +2%
RTC
1973
Riverview Trust Company
Washington
$1.38M – – –
EWM
1974
Evermay Wealth Management
Virginia
$1.38M -$388K -737 -22%
IP
1975
Investment Partners
Ohio
$1.38M -$2.11K -4 -0.2%
77 78
79
80 81