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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 %
ZIC
2176
ZWJ Investment Counsel
Georgia
$1M -$234K -445 -19%
FAT
2177
First American Trust
California
$1,000K +$477K +906 +91%
IP
2178
Ignite Planners
California
$999K -$80.9K -150 -7%
EFG
2179
Ethos Financial Group
Pennsylvania
$999K +$223K +423 +29%
FA
2180
Faithward Advisors
Pennsylvania
$997K +$45.3K +90 +5%
SWP
2181
Semus Wealth Partners
Florida
$997K -$8.42K -16 -0.8%
CAWM
2182
Capital Advisors Wealth Management
Washington
$996K +$46.3K +88 +5%
SFG
2183
Sunburst Financial Group
Alabama
$991K +$123K +233 +14%
PCM
2184
Presidio Capital Management
California
$986K -$2.63K -5 -0.3%
PFG
2185
Prosperity Financial Group
California
$985K -$22.6K -43 -2%
WCM
2186
Washington Capital Management
Washington
$983K -$97.4K -185 -9%
IA
2187
Inspire Advisors
Idaho
$983K -$5.79K -11 -0.6%
1W
2188
1776 Wealth
Georgia
$982K – – –
EFM
2189
E Fund Management
China
$982K +$124K +235 +14%
FCA
2190
FLC Capital Advisors
California
$979K -$175K -333 -15%
CAM
2191
Campion Asset Management
Virginia
$979K – – –
KWA
2192
Kellett Wealth Advisors
Ohio
$979K +$52.6K +100 +6%
CWM
2193
Cornerstone Wealth Management
Missouri
$977K -$642K -1,220 -40%
AT
2194
Arlington Trust
Alabama
$977K +$660K +1,254 +209%
FAG
2195
Fortitude Advisory Group
Washington
$976K +$14.2K +27 +1%
EA
2196
Emerald Advisers
Pennsylvania
$974K -$108K -205 -10%
SI
2197
Saxon Interests
Texas
$973K -$1.69M -3,212 -63%
VWM
2198
VCI Wealth Management
Missouri
$970K +$970K +1,843 New
OBWG
2199
Onyx Bridge Wealth Group
New York
$967K +$229K +435 +31%
AWS
2200
Aspen Wealth Strategies
Colorado
$966K -$3.69K -7 -0.4%
86 87
88
89 90