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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 %
EWS
2376
Eagle Wealth Strategies
New Jersey
$720K +$720K +1,368 New
CG
2377
Clifford Group
Massachusetts
$720K +$3.16K +6 +0.4%
SFPG
2378
Stonebridge Financial Planning Group
Florida
$719K -$1.05K -2 -0.1%
ICP
2379
Interchange Capital Partners
Pennsylvania
$718K -$155K -294 -18%
SPFA
2380
Summit Place Financial Advisors
New Jersey
$718K -$51.6K -98 -7%
BLC
2381
Brown, Lisle/Cummings
Rhode Island
$716K +$21.1K +40 +3%
BWM
2382
Baystate Wealth Management
Massachusetts
$715K +$6.85K +13 +1%
AIA
2383
Angeles Investment Advisors
California
$714K +$45.8K +87 +7%
AWM
2384
AllSquare Wealth Management
New York
$712K – – –
CBNLCF
2385
Cognios Beta Neutral Large Cap Fund
Kansas
$710K -$74.8K -142 -10%
RFA
2386
Resurgent Financial Advisors
Georgia
$710K +$132K +251 +23%
CC
2387
Centiva Capital
New York
$707K -$110K -209 -13%
WLG
2388
Williamson Legacy Group
Indiana
$707K +$707K +1,343 New
FMP
2389
Financial Management Professionals
Texas
$706K -$1.58K -3 -0.2%
BFG
2390
Bouchey Financial Group
New York
$703K -$8.42K -16 -1%
IA
2391
Insight Advisors
Pennsylvania
$702K -$51.1K -97 -7%
WFAG
2392
Worth Financial Advisory Group
North Carolina
$702K +$24.2K +46 +4%
ACM
2393
Arlington Capital Management
Illinois
$702K +$702K +1,333 New
HT
2394
Headlands Technologies
Illinois
$701K +$701K +1,331 New
MAM
2395
Marquette Asset Management
Minnesota
$700K -$37.4K -71 -5%
Harris Associates
2396
Harris Associates
Illinois
$700K -$132K -250 -16%
BWG
2397
Berry Wealth Group
Texas
$699K +$699K +1,329 New
HFS
2398
Heritage Financial Services
Massachusetts
$698K – – –
CPC
2399
Congress Park Capital
New York
$698K -$39.5K -75 -5%
VC
2400
Veracity Capital
Georgia
$692K +$10K +19 +1%
94 95
96
97 98