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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 %
OKSA
3476
O'Keefe Stevens Advisory
New York
– – -400 Closed
WA
3477
Wealthstar Advisors
Texas
– – -399 Closed
BFO
3478
Biltmore Family Office
North Carolina
– – -398 Closed
CFA
3479
Camarda Financial Advisors
Florida
– – -395 Closed
IWS
3480
Integrity Wealth Solutions
Colorado
– – -395 Closed
NA
3481
Nottingham Advisors
New York
– – -393 Closed
FAG
3482
Financial Advisory Group
Texas
– – -391 Closed
TFG
3483
Tilson Financial Group
New Jersey
– – -390 Closed
OA
3484
Oracle Alpha
Ontario, Canada
– – -389 Closed
KWS
3485
Keystone Wealth Services
California
– – -387 Closed
SFG
3486
Sterling Financial Group
California
– – -387 Closed
SFA
3487
Seneca Financial Advisors
New York
– – -387 Closed
FFA
3488
Fortune Financial Advisors
Kansas
– – -386 Closed
IGGA
3489
Iron Gate Global Advisors
Utah
– – -386 Closed
EWA
3490
Evolution Wealth Advisors
Florida
– – -386 Closed
CWM
3491
Cabot Wealth Management
Massachusetts
– – -385 Closed
PWM
3492
Power Wealth Management
Georgia
– – -385 Closed
GAA
3493
Guardian Asset Advisors
Pennsylvania
– – -384 Closed
HCM
3494
Hutchinson Capital Management
California
– – -380 Closed
PHIC
3495
Pine Haven Investment Counsel
Massachusetts
– – -380 Closed
RIM
3496
Rockbridge Investment Management
New York
– – -367 Closed
NFA
3497
Northwest Financial Advisors
Virginia
– – -331 Closed
TVAMP
3498
Tennessee Valley Asset Management Partners
Tennessee
– – -300 Closed
AP
3499
Arlington Partners
Alabama
– – -294 Closed
PE
3500
Point72 Europe
United Kingdom
– – -291 Closed
138 139
140
141 142