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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 %
FTB
2276
First Trust Bank
Bahamas
$866K +$866K +1,644 New
AWM
2277
Angeles Wealth Management
California
$865K +$103K +195 +13%
CCM
2278
Chickasaw Capital Management
Tennessee
$862K +$433K +823 +101%
HBCM
2279
Heron Bay Capital Management
Michigan
$862K – – –
GLA
2280
Good Life Advisors
Pennsylvania
$862K -$11.6K -22 -1%
WA
2281
Waddell & Associates
Tennessee
$861K +$20.5K +39 +2%
CAS
2282
Coppell Advisory Solutions
Texas
$858K +$470K +893 +121%
LAM
2283
Lewis Asset Management
California
$857K +$857K +1,627 New
APC
2284
Aspire Private Capital
North Carolina
$856K +$43.2K +82 +5%
FNBSF
2285
First National Bank Sioux Falls
South Dakota
$856K – – –
FSC
2286
Full Sail Capital
Oklahoma
$856K +$188K +358 +28%
CIA
2287
Cape Investment Advisory
Georgia
$855K +$5.79K +11 +0.7%
SFG
2288
Sather Financial Group
Texas
$853K +$23.2K +44 +3%
FPCP
2289
Fort Point Capital Partners
California
$849K +$9.48K +18 +1%
JCM
2290
Jacobsen Capital Management
Utah
$849K +$13.7K +26 +2%
WMA
2291
Wealth Management Associates
New Jersey
$846K +$42.1K +80 +5%
FPWM
2292
FSB Premier Wealth Management
Iowa
$845K +$34.2K +65 +4%
WHCI
2293
W.H. Cornerstone Investments
Massachusetts
$845K +$14.8K +28 +2%
TNBTD
2294
Trustmark National Bank Trust Department
Mississippi
$844K +$9.48K +18 +1%
TCM
2295
Telos Capital Management
California
$843K +$140K +265 +20%
TWM
2296
Thrive Wealth Management
Pennsylvania
$843K -$10.5K -20 -1%
DFG
2297
Delta Financial Group
New Jersey
$840K +$14.2K +27 +2%
IWM
2298
Iams Wealth Management
Nebraska
$840K +$67.4K +128 +9%
LL
2299
LWMG LLC
Minnesota
$839K +$25.3K +48 +3%
DA
2300
Detalus Advisors
Missouri
$839K – – –
90 91
92
93 94