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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 %
SFB
2101
STAR Financial Bank
Indiana
$1.14M +$158K +300 +16%
WR
2102
WD Rutherford
Oregon
$1.14M -$28.2K -55 -2%
CC
2103
Cypress Capital
Tennessee
$1.14M +$3.16K +6 +0.3%
PAM
2104
Peak Asset Management
Colorado
$1.14M -$29.5K -56 -3%
PWM
2105
PBMares Wealth Management
Virginia
$1.13M +$44.2K +84 +4%
KFA
2106
Kelleher Financial Advisors
New York
$1.13M +$526 +1 +0%
MW
2107
Maia Wealth
Colorado
$1.13M +$1.13M +2,143 New
MMM
2108
Mendel Money Management
Illinois
$1.13M +$16.8K +32 +2%
6F
2109
626 Financial
Michigan
$1.12M -$46.9K -89 -4%
FFA
2110
Founders Financial Alliance
North Carolina
$1.12M -$83.2K -158 -7%
AMM
2111
American Money Management
California
$1.12M +$14.7K +28 +1%
VCM
2112
Vivaldi Capital Management
Illinois
$1.12M -$167K -323 -13%
ES
2113
Eagle Strategies
New York
$1.11M -$5.27K -10 -0.5%
MAM
2114
McLean Asset Management
Virginia
$1.11M +$5.91K +11 +0.5%
QPW
2115
Quantum Private Wealth
Florida
$1.11M -$52.6K -100 -5%
MIM
2116
Moseley Investment Management
Florida
$1.11M +$727K +1,380 +188%
FFA
2117
Florida Financial Advisors
Florida
$1.11M +$1.11M +2,111 New
HWA
2118
HCR Wealth Advisors
California
$1.11M +$1.11M +2,109 New
WCM
2119
Wallace Capital Management
Texas
$1.11M – – –
THWM
2120
Taylor Hoffman Wealth Management
Virginia
$1.11M – – –
TYCC
2121
Texas Yale Capital Corp
Florida
$1.1M +$33.2K +63 +3%
TPWA
2122
TRUE Private Wealth Advisors
Oregon
$1.1M +$104K +198 +10%
BFS
2123
Bard Financial Services
Connecticut
$1.1M -$132K -250 -11%
RWM
2124
RKL Wealth Management
Pennsylvania
$1.1M +$7.37K +14 +0.7%
SFG
2125
Sovereign Financial Group
Connecticut
$1.09M +$65.3K +124 +6%
83 84
85
86 87