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UnitedHealth
UNH

Overview Fund Activity

3,350 hedge funds and large institutions have $397B invested in UnitedHealth in 2024 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 1,531 increasing their positions, 1,302 reducing their positions, and 168 closing their positions.

Holders
3,350
Holders Change
-41
Holders Change %
-1.21%
% of All Funds
48.57%
Holding in Top 10
238
Holding in Top 10 Change
-124
Holding in Top 10 Change %
-34.25%
% of All Funds
3.45%
New
177
Increased
1,531
Reduced
1,302
Closed
168
Calls
$3.56B
Puts
$4.05B
Net Calls
-$491M
Net Calls Change
-$679M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$3.7B
2
BlackRock
2
BlackRock
New York
$36.4B
3
Mitsubishi UFJ Asset Management
3
Mitsubishi UFJ Asset Management
Japan
$1.14B
4
UBS Group
4
UBS Group
Switzerland
$2.37B
5
Norges Bank
5
Norges Bank
Norway
$5.93B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.99B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$17.6B
3
GQG Partners
3
GQG Partners
Florida
$552K
4
Swedbank
4
Swedbank
Sweden
$0
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$6.51B
Name Market Value Shares Shares
Change 		Shares
Change %
BWS
3376
Buck Wealth Strategies
Colorado
– – -12,251 Closed
GA
3377
Gateway Advisory
New Jersey
– – -9,125 Closed
BIMC
3378
Benson Investment Management Company
Virginia
– – -8,789 Closed
NG
3379
NWK Group
California
– – -8,428 Closed
VF
3380
Virtu Financial
New York
– – -8,344 Closed
PWP
3381
Perfromance Wealth Partners
Illinois
– – -8,203 Closed
ACM
3382
Ashford Capital Management
Delaware
– – -7,755 Closed
RCAP
3383
Resolute Capital Asset Partners
Colorado
– – -7,500 Closed
RCM
3384
Regency Capital Management
Hawaii
– – -7,479 Closed
DTL
3385
Dynamic Technology Lab
Singapore
– – -7,071 Closed
ACM
3386
Accent Capital Management
Ohio
– – -7,017 Closed
GBWM
3387
Granite Bay Wealth Management
New Hampshire
– – -6,300 Closed
PL
3388
Parkwood LLC
Ohio
– – -5,189 Closed
NWM
3389
Napa Wealth Management
California
– – -4,739 Closed
MPA
3390
Marvin & Palmer Associates
Delaware
– – -4,550 Closed
AIA
3391
Alternative Investment Advisors
Florida
– – -4,494 Closed
AWA
3392
Arete Wealth Advisors
Illinois
– – -4,489 Closed
GWS
3393
Glassman Wealth Services
Virginia
– – -4,399 Closed
IA
3394
IFG Advisory
Georgia
– – -4,345 Closed
RWA
3395
Redhawk Wealth Advisors
Minnesota
– – -3,945 Closed
WI
3396
WBI Investments
New Jersey
– – -3,828 Closed
LCWP
3397
Legacy Capital Wealth Partners
Arkansas
– – -3,675 Closed
GIM
3398
Guardian Investment Management
California
– – -3,630 Closed
BCM
3399
Bayesian Capital Management
New York
– – -3,600 Closed
M1FG
3400
Mach-1 Financial Group
Arkansas
– – -3,552 Closed
134 135
136
137 138