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UnitedHealth
UNH

Overview Fund Activity

3,369 hedge funds and large institutions have $411B invested in UnitedHealth in 2024 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 1,502 increasing their positions, 1,322 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,369
Holders Change
+18
Holders Change %
+0.54%
% of All Funds
49%
Holding in Top 10
268
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+12.61%
% of All Funds
3.9%
New
218
Increased
1,502
Reduced
1,322
Closed
150
Calls
$3.96B
Puts
$3.85B
Net Calls
+$113M
Net Calls Change
+$604M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$8.95B
2
DZ Bank
DZ Bank
Germany
$2B
3
Tiger Global Management
Tiger Global Management
New York
$1.2B
4
Swedbank
Swedbank
Sweden
$1.19B
5
Capital International Investors
Capital International Investors
California
$6.78B

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$122M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$16.7B
3
Bank of America
Bank of America
North Carolina
$3.41B
4
AllianceBernstein
AllianceBernstein
Tennessee
$4.03B
5
Viking Global Investors
Viking Global Investors
Connecticut
$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
3451
Perennial Advisors
New York
– -$422K -854 Closed
Q
3452
QVR
California
– -$413K -835 Closed
CMTU
3453
Capital Markets Trading (UK)
United Kingdom
– -$399K -806 Closed
LAS
3454
LWM Advisory Services
Florida
– -$372K -751 Closed
FDS
3455
First Dallas Securities
Texas
– -$371K -750 Closed
SWM
3456
Shelton Wealth Management
Texas
– -$364K -736 Closed
SGCA
3457
Steel Grove Capital Advisors
Tennessee
– -$352K -711 Closed
MMC
3458
Mizuho Markets Cayman
Cayman Islands
– -$343K -675 Closed
DA
3459
DCM Advisors
New York
– -$329K -665 Closed
IDA
3460
Intelligence Driven Advisers
California
– -$326K -659 Closed
MC
3461
Maverick Capital
Texas
– -$305K -616 Closed
MIM
3462
Merrion Investment Management
New Jersey
– -$302K -611 Closed
MCM
3463
Mengis Capital Management
Oregon
– -$301K -609 Closed
SCM
3464
Stonehearth Capital Management
Massachusetts
– -$289K -584 Closed
CFS
3465
Coordinated Financial Services
Colorado
– -$283K -571 Closed
QC
3466
QCM Cayman
Texas
– -$281K -569 Closed
KFS
3467
Kaizen Financial Strategies
California
– -$271K -549 Closed
PCM
3468
Palisade Capital Management
New Jersey
– -$264K -533 Closed
CC
3469
Corton Capital
Ontario, Canada
– -$260K -526 Closed
AAM
3470
Azzad Asset Management
Virginia
– -$256K -518 Closed
CNWM
3471
Clay Northam Wealth Management
California
– -$255K -515 Closed
FA
3472
Fortis Advisors
Pennsylvania
– -$254K -513 Closed
CAM
3473
Crestone Asset Management
Colorado
– -$252K -510 Closed
TA
3474
TrueWealth Advisors
Alabama
– -$251K -506 Closed
CCI
3475
Credit Capital Investments
New Jersey
– -$247K -500 Closed
137 138
139
140 141