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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 %
TGAM
2301
TBH Global Asset Management
Tennessee
$836K -$406K -771 -33%
EA
2302
Eudaimonia Advisors
Tennessee
$833K +$13.2K +25 +2%
MM
2303
MQS Management
New York
$829K +$829K +1,575 New
CCG
2304
Catalina Capital Group
California
$828K +$828K +1,573 New
CSB
2305
City State Bank
Iowa
$827K -$15.3K -29 -2%
KCM
2306
Kanawha Capital Management
Virginia
$825K +$82.2K +156 +11%
TIA
2307
Tandem Investment Advisors
South Carolina
$825K -$17.4K -33 -2%
OFS
2308
Oldfather Financial Services
Nebraska
$823K +$2.63K +5 +0.3%
ITC
2309
Inspire Trust Company
Nevada
$821K +$821K +1,560 New
VP
2310
Verum Partners
North Carolina
$819K -$7.37K -14 -0.9%
PG
2311
Proffitt & Goodson
Tennessee
$818K +$19K +36 +2%
BC
2312
Bowman & Company
Wisconsin
$818K +$33.3K +63 +4%
CPRC
2313
Consolidated Portfolio Review Corp
New York
$815K -$17.4K -33 -2%
QFA
2314
Quantum Financial Advisors
California
$814K -$74.8K -142 -8%
WPC
2315
White Pine Capital
Minnesota
$813K -$149K -283 -15%
Parnassus Investments
2316
Parnassus Investments
California
$813K +$162K +307 +25%
GHA
2317
GW Henssler & Associates
Georgia
$812K -$57.4K -109 -7%
PCM
2318
Pointe Capital Management
Michigan
$810K -$115K -218 -12%
MC
2319
Machina Capital
France
$810K +$810K +1,538 New
SPW
2320
Sonoma Private Wealth
California
$809K -$80K -152 -9%
SPL
2321
Smart Portfolios LLC
Washington
$809K +$809K +1,562 New
CM
2322
Columbus Macro
Pennsylvania
$808K +$5.25K +10 +0.7%
TA
2323
TCM Advisors
West Virginia
$807K -$773K – –
MAM
2324
Marotta Asset Management
Virginia
$805K -$49.5K -94 -6%
EC
2325
EdgeRock Capital
Colorado
$801K +$41.8K +82 +6%
91 92
93
94 95