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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 %
APG
2151
Abacus Planning Group
South Carolina
$1.05M +$15.3K +29 +1%
OP
2152
ORG Partners
Indiana
$1.05M +$318K +604 +43%
MCA
2153
Magnolia Capital Advisors
Mississippi
$1.05M +$204K +406 +24%
AWA
2154
Aletheian Wealth Advisors
Washington
$1.05M -$27.4K -52 -3%
Capstone Investment Advisors
2155
Capstone Investment Advisors
New York
$1.05M -$2.32M -4,404 -69%
EA
2156
Everpar Advisors
Oklahoma
$1.05M +$1.05M +1,992 New
BCP
2157
Berkeley Capital Partners
Georgia
$1.05M -$10.5K -20 -1%
ACM
2158
Allred Capital Management
Texas
$1.04M -$5.79K -11 -0.6%
RGF
2159
Retirement Guys Formula
Ohio
$1.04M +$52.1K +99 +5%
PIM
2160
Profit Investment Management
Maryland
$1.04M +$96.9K +184 +10%
AFT
2161
Alpha Family Trust
California
$1.04M – – –
SC
2162
Soundwatch Capital
Connecticut
$1.04M +$179K +426 +21%
PCA
2163
Prosperity Capital Advisors
Ohio
$1.03M +$510K +968 +97%
MPCL
2164
My Personal CFO LLC
Washington
$1.03M +$17.9K +34 +2%
IWA
2165
IVC Wealth Advisors
Pennsylvania
$1.03M +$11.1K +21 +1%
MA
2166
MJP Associates
Connecticut
$1.03M -$680K -1,292 -40%
IIA
2167
ICW Investment Advisors
Arizona
$1.03M +$35.8K +68 +4%
WW
2168
Waterfront Wealth
Kansas
$1.03M +$26.9K +51 +3%
SW
2169
SMART Wealth
Nebraska
$1.03M +$58.4K +111 +6%
PMSA
2170
Patrick M. Sweeney & Associates
Illinois
$1.03M +$1.03M +1,948 New
WA
2171
WealthTrust Axiom
Pennsylvania
$1.02M +$4.21K +8 +0.4%
VF
2172
Vista Finance
Missouri
$1.02M -$247K -470 -20%
SW
2173
Simplicity Wealth
New Jersey
$1M +$1M +1,905 New
RFG
2174
RFP Financial Group
Georgia
$1M -$53.7K -102 -5%
AA
2175
Argent Advisors
Louisiana
$1M -$2.11K -4 -0.2%
85 86
87
88 89