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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 %
ACM
426
Advisors Capital Management
New Jersey
$43.2M +$2.41M +4,867 +6%
NEI
427
Northwest & Ethical Investments
Ontario, Canada
$43.1M -$625K -1,264 -1%
CA
428
Commerzbank Aktiengesellschaft
Germany
$43M +$4.09M +8,264 +11%
SCM
429
Silvant Capital Management
Georgia
$41.9M +$249K +504 +0.6%
EMPI
430
Elo Mutual Pension Insurance
Finland
$41.8M +$1.8M +3,640 +5%
OSAM
431
O'Shaughnessy Asset Management
Connecticut
$41.7M +$73.7K +149 +0.2%
SIA
432
Sit Investment Associates
Minnesota
$41.3M +$292K +590 +0.7%
AAM
433
Aureus Asset Management
Massachusetts
$41M -$59.4K -120 -0.1%
HFS
434
Hantz Financial Services
Michigan
$40.8M -$4.4M -8,900 -10%
NP
435
NS Partners
United Kingdom
$40.4M -$1.93M -3,897 -5%
OAM
436
Oppenheimer Asset Management
New York
$40.2M -$11M -22,287 -22%
UCFA
437
United Capital Financial Advisors
Texas
$40.2M -$5.14M -10,390 -11%
TMAM
438
Tokio Marine Asset Management
Japan
$40.1M +$1.26M +2,553 +3%
AI
439
Atria Investments
North Carolina
$40M -$1.48M -3,002 -4%
CI
440
Conning Inc
Connecticut
$40M +$33.1M +67,102 +481%
VPIM
441
Vanguard Personalized Indexing Management
California
$39.7M +$2.3M +4,648 +6%
EWA
442
EP Wealth Advisors
California
$39.3M +$17.4M +35,198 +79%
MF
443
Magnetar Financial
Illinois
$39.2M +$39.2M +79,341 New
OPERF
444
Oregon Public Employees Retirement Fund
Oregon
$39.1M -$11.5M -23,324 -23%
CAM
445
Crake Asset Management
United Kingdom
$39.1M -$102M -205,916 -72%
GIBU
446
Gulf International Bank (UK)
United Kingdom
$38.6M +$213K +430 +0.6%
SI
447
Stephens Inc
Arkansas
$38.4M -$407K -823 -1%
B
448
Bailard
California
$38.3M -$587K -1,186 -2%
CCM
449
Chilton Capital Management
Texas
$38.2M +$838K +1,693 +2%
EI
450
Ethic Inc
New York
$38.1M +$2.29M +4,627 +6%
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