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UnitedHealth
UNH

Overview Fund Activity

3,630 hedge funds and large institutions have $413B invested in UnitedHealth in 2024 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 1,371 increasing their positions, 1,480 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,630
Holders Change
+193
Holders Change %
+5.62%
% of All Funds
48.34%
Holding in Top 10
198
Holding in Top 10 Change
-115
Holding in Top 10 Change %
-36.74%
% of All Funds
2.64%
New
450
Increased
1,371
Reduced
1,480
Closed
190
Calls
$5.58B
Puts
$5.31B
Net Calls
+$264M
Net Calls Change
+$513M

Top Buyers

1
Amundi
Amundi
France
$3.18B
2
UBS AM
UBS AM
Illinois
$4.35B
3
Viking Global Investors
Viking Global Investors
Connecticut
$961M
4
Goldman Sachs
Goldman Sachs
New York
$3.53B
5
Marshall Wace
Marshall Wace
United Kingdom
$989M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$10.9B
2
DZ Bank
DZ Bank
Germany
$648M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$10.8B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$15.2B
5
Tiger Global Management
Tiger Global Management
New York
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
3626
Stance Capital
Massachusetts
$3.04K +$3.04K +6 New
SWM
3627
Sanctuary Wealth Management
Idaho
$2.53K – – –
CWM
3628
Crowley Wealth Management
Delaware
$2.53K +$2.53K +5 New
SMAM
3629
Sugar Maple Asset Management
Wisconsin
$2.53K +$2.53K +5 New
FS
3630
Financially Speaking
Colorado
$2.02K +$2.02K +4 New
BIM
3631
Breakwater Investment Management
Washington
$1.52K – – –
MRP
3632
Measured Risk Portfolios
California
$1.52K +$1.52K +3 New
PEAK6
3633
PEAK6
Illinois
$678 +$678 +1 New
LPC
3634
Lone Pine Capital
Connecticut
– -$481M -821,880 Closed
SP
3635
Sarasin & Partners
United Kingdom
– -$308M -526,309 Closed
CG
3636
Carmignac Gestion
France
– -$210M -358,361 Closed
MCM
3637
Marsico Capital Management
Colorado
– -$70.2M -120,076 Closed
SCM
3638
Steadfast Capital Management
New York
– -$59.1M -101,166 Closed
WorldQuant Millennium Advisors
3639
WorldQuant Millennium Advisors
New York
– -$40.4M -69,168 Closed
SEM
3640
Suncoast Equity Management
Florida
– -$34.4M -58,876 Closed
EHI
3641
Eagle Health Investments
Connecticut
– -$29.6M -50,700 Closed
CFM
3642
Coronation Fund Managers
South Africa
– -$16.8M -28,768 Closed
CCP
3643
Caden Capital Partners
California
– -$15.7M -26,810 Closed
LOM
3644
LTS One Management
New York
– -$14.7M -25,070 Closed
DAS
3645
Dynamic Advisor Solutions
Arizona
– -$13.1M -22,339 Closed
IWA
3646
IBEX Wealth Advisors
New Jersey
– -$1.6M -21,923 Closed
OCAM
3647
Owl Creek Asset Management
New York
– -$12M -20,484 Closed
FTDI
3648
First Trust Direct Indexing
Massachusetts
– -$11.9M -20,374 Closed
AAMA
3649
Advanced Asset Management Advisors
Ohio
– -$10M -19,700 Closed
SCM
3650
Soros Capital Management
New York
– -$9.88M -16,900 Closed
144 145
146
147 148