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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 %
CCB
2451
Cutter & Co Brokerage
Missouri
$633K -$38.4K -73 -6%
BSB
2452
Bangor Savings Bank
Maine
$633K -$10K -19 -2%
NF
2453
NavPoint Financial
Minnesota
$632K +$632K +1,201 New
IIM
2454
Intact Investment Management
Quebec, Canada
$632K -$369K -700 -37%
PWM
2455
Penobscot Wealth Management
Maine
$631K – – –
DA
2456
Dillon & Associates
Michigan
$630K +$4.74K +9 +0.8%
SAF
2457
Smith Anglin Financial
Texas
$629K +$10.5K +20 +2%
LA
2458
Latitude Advisors
Florida
$629K +$1.05K +2 +0.2%
MCA
2459
MSH Capital Advisors
Arizona
$626K -$76.3K -145 -11%
GWAM
2460
Guardian Wealth Advisors (Minnesota)
Minnesota
$626K +$111K +211 +22%
WB
2461
Webster Bank
Connecticut
$625K +$365K +693 +140%
CF
2462
Copperwynd Financial
Arizona
$623K -$1.05K -2 -0.2%
SMH
2463
Sanders Morris Harris
Texas
$622K -$93.5K -175 -13%
GA
2464
Goldstein Advisors
Wisconsin
$620K -$16.8K -32 -3%
ACM
2465
Armbruster Capital Management
New York
$619K -$26.3K -50 -4%
BBNB
2466
Baker Boyer National Bank
Washington
$618K – – –
SWIG
2467
Strategic Wealth Investment Group
Kentucky
$616K +$616K +1,169 New
IHWM
2468
Iron Horse Wealth Management
Iowa
$614K -$26.3K -50 -4%
MWM
2469
Merriman Wealth Management
Washington
$613K +$264K +501 +76%
FWM
2470
FFT Wealth Management
Pennsylvania
$613K -$21.1K -40 -3%
TW
2471
Traveka Wealth
California
$612K +$612K +1,163 New
CFG
2472
Carr Financial Group
Massachusetts
$612K +$15.3K +29 +3%
TNA
2473
True North Advisors
Texas
$612K -$1.21M -2,300 -66%
UWPG
2474
Ullmann Wealth Partners Group
Florida
$610K +$133K +252 +28%
PP
2475
PrairieView Partners
Minnesota
$608K -$77.4K -147 -11%
97 98
99
100 101