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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 %
MFP
1976
Meridian Financial Partners
Virginia
$1.38M -$1.55K -3 -0.1%
CCA
1977
Childress Capital Advisors
Texas
$1.37M -$45.8K -87 -3%
TCM
1978
Tandem Capital Management
New Jersey
$1.37M -$47.9K -91 -3%
AA
1979
Alta Advisers
United Kingdom
$1.37M – – –
AIC
1980
Archer Investment Corporation
Indiana
$1.37M +$55.8K +106 +4%
WBCM
1981
Wilson & Boucher Capital Management
California
$1.36M – – –
WGCA
1982
Wolf Group Capital Advisors
Virginia
$1.36M -$6.73K -14 -0.5%
OWMIAS
1983
One Wealth Management Investment & Advisory Services
Florida
$1.36M +$1.36M +2,586 New
CIC
1984
Crawford Investment Counsel
Georgia
$1.36M +$27.9K +53 +2%
MA
1985
MCF Advisors
Kentucky
$1.36M +$29K +55 +2%
GWM
1986
Gitterman Wealth Management
New Jersey
$1.36M – – –
EHC
1987
Everett Harris & Co
California
$1.35M -$13.7K -26 -1%
VCM
1988
Virtue Capital Management
Tennessee
$1.35M -$1.37M -2,915 Closed
CWP
1989
CFM Wealth Partners
Texas
$1.35M +$17.4K +33 +1%
UCB
1990
United Community Bank
South Carolina
$1.35M -$85.3K -162 -6%
SWM
1991
Sendero Wealth Management
Texas
$1.35M +$54.2K +103 +4%
KCM
1992
KRS Capital Management
Michigan
$1.35M +$3.69K +7 +0.3%
NB
1993
Nicolet Bankshares
Wisconsin
$1.35M +$65.8K +125 +5%
CG
1994
Corundum Group
Colorado
$1.35M +$44.8K +85 +3%
S
1995
Sunpointe
Missouri
$1.34M +$1.34M +2,553 New
MWPCG
1996
Measured Wealth Private Client Group
New Hampshire
$1.34M +$2.63K +5 +0.2%
WFC
1997
Western Financial Corp
California
$1.34M +$442K +839 +49%
FPAS
1998
Focus Partners Advisor Solutions
Missouri
$1.34M -$332K -630 -20%
ESB
1999
Essex Savings Bank
Connecticut
$1.34M +$150K +285 +13%
KWM
2000
Kolinsky Wealth Management
New Jersey
$1.34M -$7.37K -14 -0.5%
78 79
80
81 82