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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 %
CQS
376
Credential Qtrade Securities
$54.8M +$3.54M +7,161 +7%
Envestnet Portfolio Solutions
377
Envestnet Portfolio Solutions
Illinois
$54.6M +$6.07M +12,260 +13%
UM
378
UniSuper Management
Australia
$54.4M -$7.23M -14,608 -12%
PFM
379
Premier Fund Managers
United Kingdom
$54.3M +$29.6M +60,000 +120%
NA
380
NewEdge Advisors
Louisiana
$54M -$2.3M -4,642 -4%
SC
381
Samlyn Capital
New York
$53.9M +$53.9M +108,929 New
CFB
382
Cullen/Frost Bankers
Texas
$53.6M -$593K -1,199 -1%
MIS
383
Morningstar Investment Services
Illinois
$53.3M -$55.8M -113,245 -51%
ADEF
384
Adams Diversified Equity Fund
Maryland
$53.3M +$8.46M +17,100 +19%
MAM
385
Martingale Asset Management
Massachusetts
$53.1M -$334K -675 -0.6%
BIM
386
Bridges Investment Management
Nebraska
$52.8M -$831K -1,679 -2%
QPBE
387
Quintet Private Bank (Europe)
Luxembourg
$52.7M -$7.37M -13,033 -12%
UB
388
UMB Bank
Missouri
$52.3M -$12.2M -24,755 -19%
DCM
389
Donaldson Capital Management
Indiana
$51.5M +$78.2K +158 +0.2%
WFMPM
390
Woodley Farra Manion Portfolio Management
Indiana
$50.9M +$1.18M +2,377 +2%
HJGA
391
Hardman Johnston Global Advisors
Connecticut
$50.8M +$1.53M +3,085 +3%
ZIM
392
Zacks Investment Management
Illinois
$50.7M -$9.4M -19,003 -16%
KAS
393
Kestra Advisory Services
Texas
$50.1M +$2.98M +6,030 +6%
HWA
394
Heritage Wealth Advisors
Virginia
$49.9M +$3.28M +6,626 +7%
CAI
395
Capital Advisors Inc
Oklahoma
$49.6M -$3.59M -7,267 -7%
NSLI
396
Nan Shan Life Insurance
Taiwan
$49.5M +$28.4M +57,480 +135%
FLII
397
First Long Island Investors
New York
$49.5M +$3.36M +6,785 +7%
PTC
398
Petrus Trust Company
Texas
$49.3M +$7.31M +14,779 +17%
CPSAC
399
Chas P. Smith & Associates (CPS)
Florida
$49.2M +$905K +1,830 +2%
PWAM
400
Park West Asset Management
California
$48.6M +$19.5M +39,500 +67%
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