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 %
HB
2026
HTLF Bank
Colorado
$1.28M +$1.28M +2,435 New
FFC
2027
First Financial Corp
Indiana
$1.28M -$6.32K -12 -0.5%
SEC
2028
Seven Eight Capital
New York
$1.28M +$1.28M +2,431 New
ATWA
2029
Arbor Trust Wealth Advisors
Michigan
$1.28M +$300K +569 +31%
AT
2030
Arvest Trust
Oklahoma
$1.28M +$77.4K +147 +6%
SAM
2031
Secure Asset Management
Michigan
$1.27M -$20K -38 -2%
TI
2032
Truepoint Inc
Ohio
$1.27M +$520K +987 +69%
SAM
2033
Sompo Asset Management
Japan
$1.27M -$126K -240 -9%
PI
2034
Parkside Investments
Illinois
$1.26M +$209K +397 +20%
IWP
2035
Invenio Wealth Partners
Florida
$1.26M -$103K -195 -8%
AAG
2036
Armstrong Advisory Group
Massachusetts
$1.26M -$6.32K -12 -0.5%
SHFA
2037
SC&H Financial Advisors
Maryland
$1.26M +$1.05K +2 +0.1%
CWA
2038
Cornerstone Wealth Advisors
Minnesota
$1.26M -$13.2K -25 -1%
BCG
2039
Breakwater Capital Group
New Jersey
$1.26M +$47.7K +93 +4%
TPW
2040
Transatlantique Private Wealth
New York
$1.25M -$155K -295 -11%
GWA
2041
Gratus Wealth Advisors
Virginia
$1.25M +$1.25M +2,379 New
WAM
2042
Weinberger Asset Management
California
$1.25M +$8.95K +17 +0.7%
AAIM
2043
Asset Advisors Investment Management
Georgia
$1.25M +$9.48K +18 +0.8%
FCM
2044
Fourpath Capital Management
Oklahoma
$1.25M -$75.3K -143 -6%
BB
2045
Burford Brothers
Texas
$1.25M +$1.25M +2,371 New
RFS
2046
Richardson Financial Services
Massachusetts
$1.24M +$1.24M +2,359 New
PWP
2047
Phillips Wealth Planners
Mississippi
$1.24M -$21.2K -41 -2%
ICM
2048
Islay Capital Management
Texas
$1.24M +$171K +324 +16%
NA
2049
Navellier & Associates
Nevada
$1.24M +$403K +766 +48%
PWM
2050
Prentice Wealth Management
New York
$1.24M +$10K +19 +0.8%
80 81
82
83 84