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UnitedHealth
UNH

Overview Fund Activity

3,351 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, 1,303 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,351
Holders Change
-41
Holders Change %
-1.21%
% of All Funds
48.58%
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
1,303
Closed
168
Calls
$3.56B
Puts
$4.05B
Net Calls
-$491M
Net Calls Change
-$679M

Top Buyers

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$9.99B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$17.6B
3
GQG Partners
GQG Partners
Florida
$552K
4
Swedbank
Swedbank
Sweden
$0
5
Capital Research Global Investors
Capital Research Global Investors
California
$6.51B
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
326
Focus Partners Wealth
Massachusetts
$72.7M +$12.7M +25,719 +21%
FWCM
327
Ferguson Wellman Capital Management
Oregon
$72.5M -$518K -1,048 -0.7%
BFS
328
Bradley Foster & Sargent
Connecticut
$72.4M -$1.61M -3,252 -2%
FCI
329
Financial Counselors Inc
Kansas
$71.8M +$60.8K +123 +0.1%
Thrivent Financial for Lutherans
330
Thrivent Financial for Lutherans
Minnesota
$71.3M -$184M -370,987 -72%
GAM
331
Groupama Asset Management
France
$70.9M -$57.2M -84,685 -45%
VA
332
Vident Advisory
Georgia
$70.5M +$16.6M +33,581 +31%
NYLIM
333
New York Life Investment Management
New York
$69.5M -$2.41M -4,868 -3%
BTCPP
334
Border to Coast Pensions Partnership
United Kingdom
$69.2M – – –
VDI
335
Vaughan David Investments
Illinois
$69.2M +$199K +403 +0.3%
HPG
336
Harvest Portfolios Group
Ontario, Canada
$68.8M +$6.12M +12,378 +10%
BCM
337
Bowie Capital Management
Texas
$68M +$25.2M +50,878 +59%
MGM
338
Manchester Global Management
United Kingdom
$68M +$32.1M +64,935 +90%
Tudor Investment Corp
339
Tudor Investment Corp
Connecticut
$67.7M +$42.3M +85,470 +166%
HCM
340
Hollencrest Capital Management
California
$67.4M +$64.5M +130,428 +2,248%
CAN
341
Cetera Advisor Networks
California
$66.4M -$3.63M -7,341 -5%
TIAA Trust, National Association
342
TIAA Trust, National Association
North Carolina
$65.9M +$2.47M +5,002 +4%
LWCA
343
Locust Wood Capital Advisers
New York
$64.7M +$2.69M +5,444 +4%
IMPI
344
Ilmarinen Mutual Pension Insurance
Finland
$63.7M +$12.4M +25,000 +24%
Jane Street
345
Jane Street
New York
$63.5M -$38.2M -77,309 -38%
EDRH
346
Edmond de Rothschild Holding
Switzerland
$63.3M -$8.89M -17,976 -12%
CIP
347
Cornerstone Investment Partners
Georgia
$63M +$673K +1,360 +1%
MOACM
348
Mutual of America Capital Management
New York
$62.4M -$1.85M -3,739 -3%
Two Sigma Investments
349
Two Sigma Investments
New York
$61.4M -$157M -317,144 -72%
ACM
350
Aquatic Capital Management
Illinois
$61.4M +$49.8M +100,600 +428%
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