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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 %
BFIM
2326
Beese Fulmer Investment Management
Ohio
$797K +$12.1K +23 +2%
CFO
2327
Collective Family Office
Pennsylvania
$796K -$17.9K -34 -2%
VWM
2328
Vigilare Wealth Management
Arizona
$796K -$1.58K -3 -0.2%
WAM
2329
Walker Asset Management
Missouri
$795K +$2.11K +4 +0.3%
JCM
2330
Jag Capital Management
Missouri
$794K -$1.73M -3,287 -69%
IAMOG
2331
Investors Asset Management of Georgia
Georgia
$790K +$52.3K +100 +7%
CI
2332
Clal Insurance
Israel
$790K -$40M -76,000 -98%
JGIA
2333
Jackson Grant Investment Advisers
Connecticut
$788K +$2.11K +4 +0.3%
SIM
2334
SSI Investment Management
California
$788K -$2.63K -5 -0.3%
SCG
2335
Sonata Capital Group
Washington
$788K +$158K +300 +25%
CG
2336
Clarus Group
Texas
$786K -$234K -445 -23%
AC
2337
Avory & Company
Florida
$780K – – –
SFA
2338
Source Financial Advisors
New York
$779K -$3.69K -7 -0.5%
SB
2339
Sunflower Bank
Texas
$778K +$10.5K +20 +1%
EWP
2340
Elevation Wealth Partners
California
$776K +$691K +1,370 +811%
CCWM
2341
Correct Capital Wealth Management
Missouri
$775K +$775K +1,472 New
TFA
2342
Teamwork Financial Advisors
Texas
$775K -$129K -245 -14%
EP
2343
Edgestream Partners
New Jersey
$772K +$504K +957 +188%
WT
2344
Washington Trust
Rhode Island
$771K +$145K +275 +23%
SWA
2345
SFMG Wealth Advisors
Texas
$771K +$32.1K +61 +4%
VWM
2346
Vivid Wealth Management
Iowa
$771K +$771K +1,464 New
GL
2347
Gerber LLC
Ohio
$770K +$770K +1,463 New
JWWM
2348
Johnson & White Wealth Management
Pennsylvania
$769K +$2.63K +5 +0.3%
BWM
2349
Baron Wealth Management
Michigan
$765K +$4.74K +9 +0.6%
BA
2350
Ballast Advisors
Minnesota
$763K -$45.3K -86 -6%
92 93
94
95 96