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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 %
CBT
2051
CoreFirst Bank & Trust
Kansas
$1.23M -$46.3K -88 -4%
SOS
2052
Silver Oak Securities
Tennessee
$1.23M +$656K +1,246 +114%
WMA
2053
West Michigan Advisors
Michigan
$1.22M -$50.5K -96 -4%
GWCM
2054
Godshalk Welsh Capital Management
Pennsylvania
$1.22M -$158K -300 -11%
PMA
2055
Prudent Man Advisors
Illinois
$1.22M -$16.8K -32 -1%
UCI
2056
Uncommon Cents Investing
Wisconsin
$1.22M – – –
WIM
2057
Westside Investment Management
California
$1.21M -$36.9K -70 -3%
PIM
2058
Plato Investment Management
Australia
$1.21M +$1.21M +2,303 New
IGWM
2059
ICA Group Wealth Management
Colorado
$1.21M +$162K +307 +15%
HCM
2060
Hodges Capital Management
Texas
$1.21M +$33.2K +63 +3%
DA
2061
DCM Advisors
New York
$1.21M +$457K +868 +61%
RL
2062
Retireful LLC
Michigan
$1.21M +$1.21M +2,292 New
SAM
2063
Smartleaf Asset Management
Massachusetts
$1.21M +$1.21M +2,324 New
SIAG
2064
Safeguard Investment Advisory Group
California
$1.2M +$14.7K +28 +1%
RIM
2065
Rakuten Investment Management
Japan
$1.2M +$1.2M +2,288 New
SFA
2066
Semmax Financial Advisors
North Carolina
$1.2M +$127K +245 +12%
TSW
2067
Three Seasons Wealth
Utah
$1.2M +$79.5K +151 +7%
DDPIC
2068
Deroy & Devereaux Private Investment Counsel
Michigan
$1.2M -$717K -1,361 -37%
WA
2069
Wealthstream Advisors
New York
$1.2M +$249K +473 +26%
CWC
2070
Carolinas Wealth Consulting
North Carolina
$1.2M -$100K -190 -8%
NRWA
2071
North Ridge Wealth Advisors
Oregon
$1.2M -$29.5K -56 -2%
CF
2072
Centaurus Financial
California
$1.19M -$1.54M -2,920 -56%
PNC
2073
Park National Corp
Ohio
$1.19M -$21.1K -40 -2%
DEM
2074
Disciplined Equity Management
Florida
$1.19M +$147K +279 +14%
QWP
2075
Quotient Wealth Partners
Texas
$1.18M +$1.18M +2,250 New
81 82
83
84 85