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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 %
IWN
3501
Independent Wealth Network
Iowa
– -$202K -408 Closed
AW
3502
Apricus Wealth
South Carolina
– -$201K -407 Closed
CIS
3503
Connors Investor Services
Pennsylvania
– -$201K -407 Closed
BWA
3504
Beam Wealth Advisors
Louisiana
– -$201K -406 Closed
EMFAT
3505
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$189K -383 Closed
NIC
3506
Northwest Investment Counselors
Oregon
– -$187K -378 Closed
PVH
3507
Psagot Value Holdings
Israel
– -$172K -348 Closed
VIA
3508
Virtus Investment Advisers
Connecticut
– -$160K -324 Closed
AAG
3509
Accordant Advisory Group
Maryland
– -$155K -314 Closed
MAWCM
3510
Mine & Arao Wealth Creation & Management
California
– -$107K -217 Closed
CWA
3511
Core Wealth Advisors
Florida
– -$96.7K -196 Closed
EC
3512
EntryPoint Capital
New York
– -$74.7K -151 Closed
FSWA
3513
Financial Synergies Wealth Advisors
Texas
– -$57.9K -117 Closed
MAM
3514
MMA Asset Management
Pennsylvania
– -$57.8K -117 Closed
CM
3515
Capula Management
Cayman Islands
– -$41.1K -83 Closed
TWP
3516
TFO Wealth Partners
Ohio
– -$29.2K -59 Closed
MCM
3517
MidAtlantic Capital Management
Virginia
– -$22.3K -45 Closed
MDCM
3518
Morgan Dempsey Capital Management
Wisconsin
– -$11.9K -24 Closed
KSWA
3519
Kathleen S. Wright Associates
Pennsylvania
– -$8.41K -17 Closed
NC
3520
NewSquare Capital
Pennsylvania
– -$1.48K -3 Closed
IPW
3521
Impact Partnership Wealth
Georgia
– -$1.48K -3 Closed
137 138 139 140
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