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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 %
RCA
2251
Resonant Capital Advisors
Wisconsin
$893K +$58.4K +111 +7%
TCB
2252
Texas Capital Bancshares
Texas
$892K – – –
IP
2253
Intellectus Partners
California
$892K -$11.1K -21 -1%
TBC
2254
Ted Buchan & Co
California
$891K +$90K +171 +11%
AFP
2255
Ausdal Financial Partners
Iowa
$889K -$4.74K -9 -0.5%
ZIMP
2256
Zimmermann Investment Management & Planning
Pennsylvania
$888K +$13.2K +25 +2%
CNB
2257
Camden National Bank
Maine
$887K -$7.37K -14 -0.8%
TF
2258
Tompkins Financial
New York
$883K – – –
GLLW
2259
Graves Light Lenhart Wealth
Virginia
$883K – – –
PPP
2260
Private Portfolio Partners
New Jersey
$883K +$1.58K +3 +0.2%
OHWP
2261
Oak Harbor Wealth Partners
North Carolina
$882K -$86.4K -164 -9%
PWM
2262
Proathlete Wealth Management
Florida
$881K +$881K +1,674 New
GAM
2263
Gould Asset Management
California
$881K -$50K -95 -5%
TWG
2264
The Wealth Group
Minnesota
$879K +$879K +1,721 New
AIC
2265
Argus Investors Counsel
New York
$875K +$24.7K +47 +3%
KFGK
2266
Keystone Financial Group (Kentucky)
Kentucky
$874K -$131K -249 -13%
OPWM
2267
Oxinas Partners Wealth Management
Indiana
$873K – – –
SMA
2268
Seven Mile Advisory
New Jersey
$873K +$90K +171 +11%
AB
2269
Atlas Brown
Kentucky
$873K +$526 +1 +0.1%
SWP
2270
Summit Wealth Partners
Florida
$871K -$60K -114 -6%
JWM
2271
Jupiter Wealth Management
Colorado
$871K – – –
1SB
2272
1ST Source Bank
Indiana
$869K -$13.7K -26 -2%
WPA
2273
West Paces Advisors
Georgia
$868K +$15.8K +30 +2%
CD
2274
Chapin Davis
Maryland
$866K +$40.5K +77 +5%
FAFN
2275
First Affirmative Financial Network
Colorado
$866K +$121K +229 +16%
89 90
91
92 93