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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 %
SXL
2076
Summit X LLC
Missouri
$1.18M +$28.4K +54 +2%
TAM
2077
Townsend Asset Management
North Carolina
$1.18M -$191K -362 -14%
HFM
2078
Harvest Fund Management
China
$1.18M -$648K -1,231 -35%
USWIA
2079
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.18M +$1.18M +2,232 New
AAP
2080
Arax Advisory Partners
Colorado
$1.17M +$127K +242 +12%
LTAS
2081
Linden Thomas Advisory Services
North Carolina
$1.17M +$240K +456 +26%
BFA
2082
Buttonwood Financial Advisors
Maryland
$1.17M -$343K -652 -23%
KFG
2083
Kingdom Financial Group
Arizona
$1.17M -$269K -511 -19%
CC
2084
Cannell & Co
New York
$1.16M +$23.7K +45 +2%
OC
2085
Opinicus Capital
Florida
$1.16M +$1.16M +2,203 New
FC
2086
Forte Capital
New York
$1.16M +$23.2K +44 +2%
LAIC
2087
Lederer & Associates Investment Counsel
California
$1.16M -$65.8K -125 -5%
CCA
2088
Catalyst Capital Advisors
New York
$1.16M -$276K -525 -19%
SMC
2089
Smith, Moore & Co
Missouri
$1.16M +$69.5K +132 +6%
RP
2090
Riverwater Partners
Wisconsin
$1.16M -$74.2K -141 -6%
UW
2091
Unique Wealth
Florida
$1.15M +$148K +281 +15%
MFWP
2092
Mosaic Family Wealth Partners
Missouri
$1.15M +$201K +382 +21%
MWC
2093
MBM Wealth Consultants
Missouri
$1.15M +$70.1K +139 +6%
AFG
2094
ABLE Financial Group
Arizona
$1.15M +$70K +133 +6%
CPA
2095
Cardiff Park Advisors
California
$1.15M +$44.8K +85 +4%
FOA
2096
Five Oceans Advisors
California
$1.15M +$8.42K +16 +0.7%
PFGIA
2097
Patriot Financial Group Insurance Agency
Massachusetts
$1.15M -$10.5K -20 -0.9%
OWA
2098
One Wealth Advisors
California
$1.14M +$6.84K +13 +0.6%
RCM
2099
Riverpark Capital Management
New York
$1.14M +$123K +234 +12%
ACP
2100
Aveo Capital Partners
Colorado
$1.14M +$219K +416 +24%
82 83
84
85 86