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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 %
HPM
2401
Hoxton Planning & Management
West Virginia
$692K +$39.5K +75 +6%
FH
2402
FWG Holdings
Florida
$686K +$47.8K +89 +7%
CCFM
2403
Clear Creek Financial Management
Washington
$685K +$118K +225 +21%
BBI
2404
Baxter Bros Inc
Connecticut
$684K -$56.9K -108 -8%
AFG
2405
Altiora Financial Group
Ohio
$682K +$682K +1,295 New
PPW
2406
Parcion Private Wealth
Washington
$682K +$126K +239 +23%
NPFS
2407
Novak & Powell Financial Services
Florida
$681K +$681K +1,294 New
TNB
2408
Thomasville National Bank
Georgia
$680K +$98.5K +187 +17%
HAG
2409
HF Advisory Group
Maryland
$678K +$236K +448 +53%
NCFG
2410
New Century Financial Group
New Jersey
$678K +$678K +1,288 New
WP
2411
WMS Partners
Maryland
$678K -$89K -169 -12%
PFA
2412
Pathway Financial Advisors
Vermont
$677K – – –
HFP
2413
Holistic Financial Partners
Indiana
$675K +$39.5K +75 +6%
SOW
2414
State of Wyoming
Wyoming
$675K -$1.06M -2,020 -61%
AFG
2415
Allegheny Financial Group
Pennsylvania
$675K +$236K +448 +54%
H
2416
HoyleCohen
California
$674K +$2.11K +4 +0.3%
NRI
2417
NFP Retirement Inc
California
$674K +$93.8K +178 +16%
SPWM
2418
Spartan Planning & Wealth Management
North Carolina
$674K +$595K +1,131 +759%
FIM
2419
Fernwood Investment Management
Massachusetts
$672K – – –
NP
2420
Ninepoint Partners
Ontario, Canada
$669K – – –
AP
2421
Adero Partners
California
$669K +$135K +256 +25%
C
2422
CEDRUS
Colorado
$669K -$526 -1 -0.1%
A
2423
AlphaQuest
New York
$668K +$668K +1,269 New
DI
2424
DDFG Inc
California
$667K – – –
WFL
2425
Wealth Forward LLC
North Dakota
$667K +$667K +1,267 New
95 96
97
98 99