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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 %
LG
3651
Leuthold Group
Minnesota
– -$9.57M -16,363 Closed
HAFG
3652
Hansen & Associates Financial Group
California
– -$9.13M -16,022 Closed
TC
3653
Tenere Capital
New York
– -$7.03M -12,023 Closed
TC
3654
Trium Capital
United Kingdom
– -$5.47M -9,354 Closed
QIM
3655
Quest Investment Management
Oregon
– -$4.63M -7,918 Closed
BDL
3656
Bey-Douglas LLC
Georgia
– -$4.13M -7,070 Closed
SEC
3657
Seven Eight Capital
New York
– -$3.99M -6,829 Closed
TPCM
3658
Templeton & Phillips Capital Management
Tennessee
– -$3.98M -6,807 Closed
WC
3659
Wexford Capital
Florida
– -$3.75M -6,413 Closed
NCGI
3660
Next Century Growth Investors
Minnesota
– -$2.62M -4,479 Closed
SI
3661
Scharf Investments
California
– -$2.31M -3,954 Closed
FFO
3662
Fiduciary Family Office
Florida
– -$2.23M -3,806 Closed
DCM
3663
Decatur Capital Management
Georgia
– -$2.19M -3,739 Closed
HFA
3664
Harbert Fund Advisors
Alabama
– -$2.05M -3,500 Closed
SIA
3665
SeaBridge Investment Advisors
New Jersey
– -$2.01M -3,435 Closed
UW
3666
Unique Wealth
Florida
– -$2M -3,427 Closed
PCM
3667
Prelude Capital Management
New York
– -$1.97M -3,373 Closed
NRD
3668
Nebula Research & Development
New York
– -$1.75M -2,993 Closed
CM
3669
Caption Management
Oklahoma
– -$1.7M -2,900 Closed
CA
3670
Calton & Associates
Florida
– -$1.55M -2,652 Closed
BHC
3671
Bowen Hanes & Co
Florida
– -$1.5M -2,561 Closed
AC
3672
AXQ Capital
New Jersey
– -$1.35M -2,306 Closed
TCWA
3673
Turtle Creek Wealth Advisors
Texas
– -$1.25M -2,139 Closed
BSTWA
3674
Blake Schutter Theil Wealth Advisors
Ohio
– -$1.17M -2,002 Closed
MFS
3675
Monetta Financial Services
Illinois
– -$1.17M -2,000 Closed
145 146
147
148 149