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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 %
WAG
2426
Winthrop Advisory Group
Massachusetts
$664K +$74.7K +142 +13%
PC
2427
Prairiewood Capital
North Dakota
$664K +$2.63K +5 +0.4%
AGC
2428
Aspen Grove Capital
Colorado
$661K -$3.77K -7 -0.6%
HCM
2429
Howland Capital Management
Massachusetts
$661K -$20.5K -39 -3%
MFG
2430
Midwest Financial Group
Kansas
$660K +$15.3K +29 +2%
HCP
2431
Hexagon Capital Partners
Arkansas
$658K +$88.4K +168 +16%
IFPG
2432
Intrepid Financial Planning Group
Indiana
$657K – – –
TCM
2433
Traynor Capital Management
Pennsylvania
$656K +$5.27K +10 +0.8%
MSWM
2434
McGlone Suttner Wealth Management
Wisconsin
$655K +$17.4K +33 +3%
BP
2435
BCK Partners
New York
$654K -$52.6K -100 -7%
MCM
2436
Mendel Capital Management
Arkansas
$651K +$25.8K +49 +4%
VWA
2437
Visionary Wealth Advisors
Illinois
$649K +$20K +38 +3%
CWS
2438
Cypress Wealth Services
California
$646K +$4.74K +9 +0.7%
FFWM
2439
Future Financial Wealth Management
Ohio
$646K +$69K +131 +12%
CFMC
2440
Curbstone Financial Management Corp
New Hampshire
$645K -$3.16K -6 -0.5%
MA
2441
Modus Advisors
Minnesota
$644K -$60.5K -115 -9%
PP
2442
Paloma Partners
Connecticut
$641K +$164K +311 +34%
GCM
2443
Gallacher Capital Management
Colorado
$640K +$108K +205 +20%
HCP
2444
Holt Capital Partners
Texas
$640K – – –
SP
2445
Successful Portfolios
Florida
$639K +$35.3K +67 +6%
GHAM
2446
Gilman Hill Asset Management
Connecticut
$637K +$6.84K +13 +1%
WPW
2447
Watershed Private Wealth
Illinois
$636K +$97.4K +185 +18%
AFG
2448
Alterity Financial Group
Maine
$635K – – –
I
2449
INVST
Indiana
$634K -$5.62K -11 -0.9%
NBT
2450
Northwest Bank & Trust
Iowa
$634K +$634K +1,204 New
96 97
98
99 100