UNH icon

UnitedHealth
UNH

Overview Fund Activity

3,390 hedge funds and large institutions have $436B invested in UnitedHealth in 2023 Q4 according to their latest regulatory filings, with 410 funds opening new positions, 1,415 increasing their positions, 1,231 reducing their positions, and 89 closing their positions.

Holders
3,390
Holders Change
+268
Holders Change %
+8.58%
% of All Funds
49.71%
Holding in Top 10
362
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-10.17%
% of All Funds
5.31%
New
410
Increased
1,415
Reduced
1,231
Closed
89
Calls
$4.6B
Puts
$4.41B
Net Calls
+$188M
Net Calls Change
-$269M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.7B
2
Jennison Associates
2
Jennison Associates
New York
$1.9B
3
State Street
3
State Street
Massachusetts
$24B
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$1.63B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$403M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$22B
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$243M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$12.8B
4
Bank of America
4
Bank of America
North Carolina
$5.85B
5
Sanders Capital
5
Sanders Capital
Florida
$2.61B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$44.2B 83,860,515 +250,291 +0.3%
BlackRock
2
BlackRock
New York
$38.1B 72,376,243 -550,472 -0.8%
State Street
3
State Street
Massachusetts
$24B 45,518,920 +1,091,436 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$22B 41,729,708 -1,764,595 -4%
Morgan Stanley
5
Morgan Stanley
New York
$17.7B 33,555,142 +17,838,255 +113%
Capital World Investors
6
Capital World Investors
California
$15.2B 28,862,345 +9,093 +0%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$13.7B 25,968,287 -789,861 -3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$12.8B 24,392,706 -827,528 -3%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$12.6B 23,948,592 +624,974 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$9.56B 18,213,348 +343,363 +2%
Capital Research Global Investors
11
Capital Research Global Investors
California
$7.96B 15,122,203 +324,733 +2%
AllianceBernstein
12
AllianceBernstein
Tennessee
$6.32B 11,999,860 +289,946 +2%
Capital International Investors
13
Capital International Investors
California
$6.24B 11,860,985 +542,424 +5%
Bank of America
14
Bank of America
North Carolina
$5.85B 11,108,010 -803,777 -7%
Norges Bank
15
Norges Bank
Norway
$5.8B 11,021,009 +538,126 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.29B 10,048,190 -173,144 -2%
Northern Trust
17
Northern Trust
Illinois
$5.04B 9,571,127 -216,641 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.37B 8,296,996 +54,714 +0.7%
Wells Fargo
19
Wells Fargo
California
$4.26B 8,086,515 +65,412 +0.8%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$3.85B 7,313,509 +270,965 +4%
Legal & General Group
21
Legal & General Group
United Kingdom
$3.58B 6,804,160 +131,179 +2%
Charles Schwab
22
Charles Schwab
California
$3.14B 5,984,853 +141,646 +2%
UBS AM
23
UBS AM
Illinois
$3.08B 5,842,111 +457,227 +8%
ClearBridge Investments
24
ClearBridge Investments
New York
$3.02B 5,740,355 -485,117 -8%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$2.97B 5,637,948 -427,190 -7%
1
2 3 4 5