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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 %
MCM
2226
MV Capital Management
Maryland
$922K +$23.2K +44 +3%
CWM
2227
Castle Wealth Management
Florida
$921K +$20.5K +39 +2%
WEG
2228
World Equity Group
Illinois
$918K +$142K +270 +18%
JWM
2229
Jeppson Wealth Management
California
$918K -$2.63K -5 -0.3%
ANB
2230
Amarillo National Bank
Texas
$917K +$10K +19 +1%
NRC
2231
New Republic Capital
North Carolina
$915K +$132K +251 +17%
RGI
2232
River Global Investors
United Kingdom
$914K -$335K -635 -27%
CF
2233
Clarity Financial
Texas
$914K -$312K -593 -25%
EWS
2234
Evergreen Wealth Solutions
Pennsylvania
$914K -$119K -227 -12%
CAGAS
2235
Capital Advisory Group Advisory Services
Minnesota
$913K -$30K -57 -3%
KCPG
2236
Kavar Capital Partners Group
Kansas
$913K +$456K +867 +100%
JWM
2237
Janiczek Wealth Management
Colorado
$912K +$87.9K +167 +11%
BBA
2238
Braun-Bostich & Associates
Pennsylvania
$912K +$282K +535 +45%
FCMC
2239
Founders Capital Management (Connecticut)
Connecticut
$911K – – –
WCM
2240
WealthBridge Capital Management
Ohio
$911K +$4.74K +9 +0.5%
CAL
2241
Capital Advisors Ltd
Ohio
$907K +$32.7K +62 +4%
GC
2242
Guidance Capital
Kentucky
$907K +$66.9K +124 +8%
BWCS
2243
Beirne Wealth Consulting Services
Connecticut
$906K +$906K +1,720 New
FSA
2244
Financial Security Advisor
Virginia
$906K +$2.63K +5 +0.3%
TWA
2245
TCI Wealth Advisors
Arizona
$905K -$19.5K -37 -2%
BMO
2246
Beck Mack & Oliver
New York
$901K +$343K +652 +62%
HWP
2247
Heritage Wealth Partners
Ohio
$900K -$73.7K -140 -8%
SC
2248
Steph & Co
Wisconsin
$900K -$28.4K -54 -3%
SFG
2249
Seamount Financial Group
Colorado
$897K +$897K +1,704 New
SEIA
2250
Signature Estate & Investment Advisors
California
$895K +$217K +412 +32%
88 89
90
91 92