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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 %
AIM
3401
Aigen Investment Management
New York
– – -3,540 Closed
GCM
3402
Glaxis Capital Management
Florida
– – -3,400 Closed
SWM
3403
Scissortail Wealth Management
Oklahoma
– – -3,221 Closed
FNWM
3404
Financial Network Wealth Management
Utah
– – -3,066 Closed
OHWA
3405
Oak Hill Wealth Advisors
Virginia
– – -2,737 Closed
BCM
3406
Beck Capital Management
Texas
– – -2,708 Closed
MFS
3407
Mirabella Financial Services
United Kingdom
– – -2,633 Closed
PCIG
3408
Partners Capital Investment Group
Massachusetts
– – -2,474 Closed
SC
3409
Soundwatch Capital
Connecticut
– – -2,467 Closed
RL
3410
Retireful LLC
Michigan
– – -2,292 Closed
WAM
3411
WealthTrust Asset Management
Florida
– – -2,009 Closed
CPM
3412
Connective Portfolio Management
New York
– – -2,000 Closed
VWM
3413
VCI Wealth Management
Missouri
– – -1,843 Closed
ANB
3414
Amarillo National Bank
Texas
– – -1,742 Closed
RGI
3415
River Global Investors
United Kingdom
– – -1,735 Closed
BWCS
3416
Beirne Wealth Consulting Services
Connecticut
– – -1,720 Closed
GC
3417
Guidance Capital
Kentucky
– – -1,681 Closed
JWM
3418
Jupiter Wealth Management
Colorado
– – -1,654 Closed
FTB
3419
First Trust Bank
Bahamas
– – -1,644 Closed
JCM
3420
Jag Capital Management
Missouri
– – -1,509 Closed
3IP
3421
3Chopt Investment Partners
Virginia
– – -1,398 Closed
PP
3422
Paloma Partners
Connecticut
– – -1,217 Closed
HCM
3423
Harvey Capital Management
Florida
– – -1,066 Closed
TCM
3424
TimesSquare Capital Management
New York
– – -950 Closed
SF
3425
Slagle Financial
Illinois
– – -950 Closed
135 136
137
138 139