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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 %
Cambridge Investment Research Advisors
351
Cambridge Investment Research Advisors
Iowa
$61.1M +$390K +789 +0.6%
CB
352
Commerce Bank
Missouri
$60.5M +$584K +1,180 +1%
QC
353
Quadrature Capital
United Kingdom
$60.4M +$60.4M +122,201 New
CM
354
Cercano Management
Washington
$59.9M +$8.39M +16,953 +16%
AIM
355
Achmea Investment Management
Netherlands
$59.9M +$11.2M +22,680 +23%
GKIM
356
GW&K Investment Management
Massachusetts
$59.6M -$434K -878 -0.7%
O
357
Ossiam
France
$59.6M +$1.09M +2,199 +2%
MME
358
Meag Munich Ergo
Germany
$59.2M +$7.17M +14,489 +14%
SG Americas Securities
359
SG Americas Securities
New York
$58.9M +$40.6M +82,116 +223%
SPIA
360
Steward Partners Investment Advisory
New York
$58.5M -$10.7M -21,680 -15%
NC
361
Nicholas Company
Wisconsin
$58.5M – – –
HPC
362
HM Payson & Co
Maine
$58.3M -$17.9M -36,281 -24%
OIAM
363
OFI Invest Asset Management
France
$57.9M -$3.15M -6,882 -5%
DILIC
364
Dai-ichi Life Insurance Company
Japan
$57.8M -$5.62M -11,366 -9%
AA
365
Ancora Advisors
Ohio
$57.2M +$3.64M +7,361 +7%
PAM
366
Panagora Asset Management
Massachusetts
$56.6M -$82.4M -166,649 -59%
SAM
367
SP Asset Management
California
$56.4M +$5.92M +11,972 +12%
IG
368
ING Group
Netherlands
$56M +$44.5M +89,940 +386%
USAA
369
United Services Automobile Association
Texas
$55.7M -$2.16M -4,365 -4%
Primecap Management
370
Primecap Management
California
$55.5M +$45.6M +92,100 +460%
NLGIA
371
Nippon Life Global Investors Americas
New York
$55.2M -$2.17M -4,380 -4%
Lido Advisors
372
Lido Advisors
California
$55M -$3.15M -6,368 -5%
PCH
373
Polar Capital Holdings
United Kingdom
$54.9M +$54.9M +111,043 New
YCM
374
Yousif Capital Management
Michigan
$54.9M -$1.26M -2,541 -2%
SOADOR
375
State of Alaska Department of Revenue
Alaska
$54.9M +$237K +480 +0.4%
13 14
15
16 17