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 %
CFG
2126
Cooper Financial Group
California
$1.09M +$16.8K +32 +2%
TAM
2127
Titleist Asset Management
Texas
$1.09M -$108K -206 -9%
YDMI
2128
Y.D. More Investments
Israel
$1.09M +$137K +260 +14%
MBT
2129
Montecito Bank & Trust
California
$1.09M -$39.5K -75 -3%
ETIA
2130
Epic Trust Investment Advisors
Washington
$1.09M +$45.3K +86 +4%
DWG
2131
Darden Wealth Group
Michigan
$1.09M +$1.09M +2,065 New
RWPA
2132
Richard W. Paul & Associates
Michigan
$1.08M -$16.3K -31 -1%
PFA
2133
Professional Financial Advisors
Nebraska
$1.08M +$69.5K +132 +7%
PB
2134
Pinnacle Bancorp
Nebraska
$1.08M -$16.8K -32 -2%
CSC
2135
Caldwell Sutter Capital
California
$1.08M +$80K +152 +8%
CYG
2136
Clean Yield Group
Vermont
$1.08M -$2.63K -5 -0.2%
KCIC
2137
Kuhn & Co Investment Counsel
Illinois
$1.07M +$1.07M +2,039 New
EWM
2138
Evergreen Wealth Management
Michigan
$1.07M +$18.4K +35 +2%
RIL
2139
Rothschild Investment LLC
Illinois
$1.07M -$1.18M -2,232 -52%
VBFP
2140
Valtinson Bruner Financial Planning
Minnesota
$1.07M -$40K -76 -4%
LA
2141
LVW Advisors
New York
$1.06M +$132K +251 +14%
SPI
2142
Sutton Place Investors
New York
$1.06M +$783K +1,487 +279%
KLCM
2143
KG&L Capital Management
Louisiana
$1.06M +$181K +343 +21%
WAM
2144
WealthTrust Asset Management
Florida
$1.06M -$91.1K -173 -8%
PP
2145
Patron Partners
Texas
$1.06M +$20.5K +39 +2%
MSCM
2146
McElhenny Sheffield Capital Management
Texas
$1.06M +$519K +986 +96%
BWP
2147
BSW Wealth Partners
Colorado
$1.06M +$22.6K +43 +2%
CB
2148
Cooke & Bieler
Pennsylvania
$1.05M -$474K -900 -31%
EP
2149
EPIQ Partners
Minnesota
$1.05M -$93.7K -178 -8%
CPM
2150
Connective Portfolio Management
New York
$1.05M +$1.05M +2,000 New
84 85
86
87 88