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UnitedHealth
UNH

Overview Fund Activity

3,392 hedge funds and large institutions have $436B invested in UnitedHealth in 2023 Q4 according to their latest regulatory filings, with 410 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
3,392
Holders Change
+268
Holders Change %
+8.58%
% of All Funds
49.73%
Holding in Top 10
362
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-10.17%
% of All Funds
5.31%
New
410
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
$17.7B
2
Jennison Associates
Jennison Associates
New York
$1.9B
3
State Street
State Street
Massachusetts
$24B
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.63B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$403M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$22B
2
Viking Global Investors
Viking Global Investors
Connecticut
$243M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$12.8B
4
Bank of America
Bank of America
North Carolina
$5.85B
5
Sanders Capital
Sanders Capital
Florida
$2.61B
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
201
Waverton Investment Management
United Kingdom
$192M +$8.33M +15,806 +5%
FAM
202
Fred Alger Management
New York
$191M -$12.5M -23,658 -6%
CIBC Asset Management
203
CIBC Asset Management
Ontario, Canada
$190M -$11.2M -21,350 -6%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$188M +$7.05M +13,385 +4%
CP
205
Coho Partners
Pennsylvania
$187M -$39M -74,028 -17%
EWM
206
Evercore Wealth Management
New York
$179M -$125K -237 -0.1%
Ninety One (UK)
207
Ninety One (UK)
United Kingdom
$176M -$485K -922 -0.3%
CGPCS
208
Capital Group Private Client Services
California
$175M -$3.32M -6,314 -2%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$174M +$174M +329,961 New
BMSSC
210
B. Metzler seel. Sohn & Co
Germany
$170M +$18.7M +35,459 +12%
PCM
211
Penserra Capital Management
California
$169M -$3.35M -6,371 -2%
Mercer Global Advisors
212
Mercer Global Advisors
Colorado
$168M +$87.2M +165,685 +108%
MSV
213
MN Services Vermogensbeheer
Netherlands
$168M -$4.11M -7,800 -2%
BBHC
214
Brown Brothers Harriman & Co
New York
$165M +$136M +259,147 +473%
SOMRS
215
State of Michigan Retirement System
Michigan
$164M -$12.7M -24,200 -7%
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$164M +$1.52M +2,880 +0.9%
SMDAM
217
Sumitomo Mitsui DS Asset Management
Japan
$164M -$3.28M -6,234 -2%
GLA
218
Great Lakes Advisors
Illinois
$162M -$28.4M -54,037 -15%
BTW
219
Boston Trust Walden
Massachusetts
$161M +$258K +490 +0.2%
C
220
Consulta
United Kingdom
$158M -$39.5M -75,000 -20%
Comerica Bank
221
Comerica Bank
Texas
$156M +$738K +1,402 +0.5%
Massachusetts Financial Services
222
Massachusetts Financial Services
Massachusetts
$153M -$4.13M -7,853 -3%
Nisa Investment Advisors
223
Nisa Investment Advisors
Missouri
$152M +$1.3M +2,461 +0.9%
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$151M +$2.25M +4,272 +2%
CAM
225
Crake Asset Management
United Kingdom
$150M +$150M +284,912 New
7 8
9
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