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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 %
SIS
2351
Sound Income Strategies
Florida
$759K +$111K +210 +17%
ODFS
2352
O'Donnell Financial Services
California
$756K – – –
CG
2353
Cutler Group
California
$754K +$754K +1,434 New
CA
2354
Claris Advisors
Missouri
$754K +$526 +1 +0.1%
EBA
2355
Eagle Bay Advisors
New York
$752K -$157K -299 -17%
PSP
2356
Principal Street Partners
Tennessee
$750K -$716K -1,360 -49%
VNA
2357
Valley National Advisers
Pennsylvania
$745K +$64.2K +122 +9%
FA
2358
Fiducient Advisors
Illinois
$744K -$87.4K -166 -11%
KIG
2359
Kowal Investment Group
Wisconsin
$743K +$90K +171 +14%
1WA
2360
180 Wealth Advisors
Washington
$742K -$2.04M -3,774 -73%
CC
2361
Copperleaf Capital
North Carolina
$740K -$22.6K -43 -3%
CA
2362
Carson Advisory
Georgia
$739K -$6.32K -12 -0.8%
V
2363
VeraBank
Texas
$739K +$39.5K +75 +6%
SGK
2364
Steigerwald Gordon & Koch
Virginia
$737K +$112K +212 +18%
3IP
2365
3Chopt Investment Partners
Virginia
$736K +$736K +1,398 New
MSS
2366
Mitchell Sinkler & Starr
Pennsylvania
$733K +$79K +150 +12%
LFDLE
2367
La Financiere de L'Echiquier
France
$732K -$500K -950 -41%
FNB
2368
Farmers National Bank
Kentucky
$730K +$22.6K +43 +3%
KOCAA
2369
Knights of Columbus Asset Advisors
Connecticut
$727K -$17.4K -33 -2%
FWTB
2370
First Western Trust Bank
Colorado
$727K -$12.6K -24 -2%
AA
2371
Aire Advisors
California
$725K -$2.12K -4 -0.3%
RFO
2372
RiverGlades Family Offices
Florida
$725K – – –
FAM
2373
Formidable Asset Management
Ohio
$725K – – –
SL
2374
Salomon & Ludwin
Virginia
$723K – – –
WWM
2375
Whalen Wealth Management
Nevada
$722K +$722K +1,371 New
93 94
95
96 97