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 %
SJIM
2001
St. Johns Investment Management
Florida
$1.33M -$109K -207 -8%
CIP
2002
Convergence Investment Partners
Florida
$1.33M +$56.3K +107 +4%
NHC
2003
Nicholas Hoffman & Company
Georgia
$1.32M +$66.3K +126 +5%
CPIG
2004
Chicago Partners Investment Group
Illinois
$1.32M -$20.5K -40 -2%
SFWA
2005
Summit Financial Wealth Advisors
Louisiana
$1.32M – – –
CFO
2006
CVA Family Office
Colorado
$1.32M +$24.7K +47 +2%
NJIM
2007
Nabity-Jensen Investment Management
Nebraska
$1.32M +$1.32M +2,507 New
KA
2008
Kozak & Associates
Colorado
$1.32M -$468K -901 -26%
SW
2009
SkyOak Wealth
Michigan
$1.32M +$23.7K +45 +2%
SC
2010
Saturna Capital
Washington
$1.32M +$110K +208 +9%
HFA
2011
Harbert Fund Advisors
Alabama
$1.32M +$1.32M +2,500 New
CMS
2012
Capital Market Strategies
Florida
$1.31M -$26.3K -50 -2%
AIMA
2013
Ables Iannone Moore & Associates
Georgia
$1.31M +$1.31M +2,489 New
CFLC
2014
California First Leasing Corp
California
$1.31M – – –
AMCA
2015
Arthur M. Cohen & Associates
Illinois
$1.31M -$192K -365 -13%
BOPW
2016
Brandywine Oak Private Wealth
Pennsylvania
$1.31M -$20.5K -39 -2%
TCWM
2017
Total Clarity Wealth Management
Illinois
$1.3M +$4.74K +9 +0.4%
PCIG
2018
Partners Capital Investment Group
Massachusetts
$1.3M -$1.08M -2,047 -45%
PWMG
2019
Provence Wealth Management Group
California
$1.3M +$323K +614 +33%
PMFA
2020
Plante Moran Financial Advisors
Michigan
$1.3M -$5.79K -11 -0.4%
ATC
2021
Adirondack Trust Company
New York
$1.3M -$22.2K -45 -2%
WWP
2022
WR Wealth Planners
Missouri
$1.3M +$299K +567 +30%
SOAMC
2023
Spirit of America Management Corp
New York
$1.29M – – –
OL
2024
OneFund LLC
Florida
$1.29M +$1.29M +2,445 New
EAM
2025
EdenTree Asset Management
United Kingdom
$1.29M +$1.15M +2,192 +877%
79 80
81
82 83