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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 %
VWMG
2201
Virginia Wealth Management Group
Virginia
$966K -$35.8K -68 -4%
Fuller & Thaler Asset Management
2202
Fuller & Thaler Asset Management
California
$963K +$184K +350 +24%
AMG
2203
Asset Management Group
Connecticut
$962K +$3.16K +6 +0.3%
AT
2204
Avalon Trust
New Mexico
$960K – – –
FSA
2205
Franklin Street Advisors
North Carolina
$960K – – –
AWE
2206
Avidian Wealth Enterprises
Texas
$960K +$49K +93 +5%
PAG
2207
Paladin Advisory Group
Iowa
$959K – – –
RWS
2208
Resolute Wealth Strategies
Mississippi
$953K +$526 +1 +0.1%
MCCA
2209
Mill Creek Capital Advisors
Pennsylvania
$951K +$67.4K +128 +8%
ITFISA
2210
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$950K -$90.6K -172 -9%
ISWM
2211
Independent Solutions Wealth Management
New York
$948K +$296K +563 +46%
CMANY
2212
Capital Management Associates (New York)
New York
$948K +$948K +1,800 New
BWA
2213
Bordeaux Wealth Advisors
California
$945K +$154K +293 +20%
NB
2214
Northwest Bancshares
Pennsylvania
$941K -$15.8K -30 -2%
FFWA
2215
FRG Family Wealth Advisors
Washington
$941K – – –
FPF
2216
First Pacific Financial
Washington
$938K -$8.95K -17 -0.9%
SWG
2217
Summit Wealth Group
Vermont
$933K +$28.4K +54 +3%
JF
2218
JSF Financial
California
$932K +$2.63K +5 +0.3%
BMM
2219
Buffington Mohr McNeal
Idaho
$932K +$29.5K +56 +3%
CA
2220
Centerpoint Advisors
Massachusetts
$930K -$192K -365 -17%
FCFC
2221
First Commonwealth Financial Corp
Pennsylvania
$928K -$346K -658 -27%
UWS
2222
Unique Wealth Strategies
Illinois
$928K +$928K +1,762 New
GTAM
2223
Global Trust Asset Management
Florida
$928K +$71.1K +135 +8%
MCWA
2224
Meadow Creek Wealth Advisors
Georgia
$923K +$923K +1,754 New
APWA
2225
Atlas Private Wealth Advisors
New Jersey
$923K +$10K +19 +1%
87 88
89
90 91