UNH icon

UnitedHealth
UNH

Overview Fund Activity

3,111 hedge funds and large institutions have $388B invested in UnitedHealth in 2023 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 1,443 increasing their positions, 1,174 reducing their positions, and 125 closing their positions.

Holders
3,111
Holders Change
+18
Holders Change %
+0.58%
% of All Funds
49.07%
Holding in Top 10
351
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-13.12%
% of All Funds
5.54%
New
168
Increased
1,443
Reduced
1,174
Closed
125
Calls
$4.58B
Puts
$3.91B
Net Calls
+$676M
Net Calls Change
-$242M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$10.8B
2
Barclays
2
Barclays
United Kingdom
$1.68B
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$750M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.77B
5
State Street
5
State Street
Massachusetts
$22.3B

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$65.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$762M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$13.4B
4
Amundi
4
Amundi
France
$908M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$2.42B 5,039,936 +123,729 +3%
UBS AM
27
UBS AM
Illinois
$2.39B 5,052,876 – –
GQG Partners
28
GQG Partners
Florida
$2.35B 4,889,948 +45,986 +0.9%
Goldman Sachs
29
Goldman Sachs
New York
$2.32B 4,836,788 +133,994 +3%
T. Rowe Price Investment Management
30
T. Rowe Price Investment Management
Maryland
$2.19B 4,563,060 +66,296 +1%
Invesco
31
Invesco
Georgia
$2.13B 4,438,826 -64,114 -1%
UBS Group
32
UBS Group
Switzerland
$2B 4,161,084 +727,018 +21%
Jennison Associates
33
Jennison Associates
New York
$1.74B 3,610,651 -112,844 -3%
Deutsche Bank
34
Deutsche Bank
Germany
$1.7B 3,527,338 +267,663 +8%
Barclays
35
Barclays
United Kingdom
$1.68B 3,494,100 +2,011,029 +136%
Dodge & Cox
36
Dodge & Cox
California
$1.66B 3,446,770 -42,742 -1%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.62B 3,369,161 -338,900 -9%
Ameriprise
38
Ameriprise
Minnesota
$1.49B 3,102,019 -101,138 -3%
American Century Companies
39
American Century Companies
Missouri
$1.38B 2,863,785 -149,862 -5%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$1.36B 2,828,554 -333,560 -11%
Polen Capital Management
41
Polen Capital Management
Florida
$1.28B 2,656,274 -56,360 -2%
CS
42
Credit Suisse
Switzerland
$1.27B 2,645,318 -101,140 -4%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$1.22B 2,533,281 -63,613 -2%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$1.18B 2,451,369 +75,702 +3%
Canada Pension Plan Investment Board
45
Canada Pension Plan Investment Board
Ontario, Canada
$1.16B 2,413,890 -5,414 -0.2%
Fiera Capital (Canada)
46
Fiera Capital (Canada)
Quebec, Canada
$1.14B 2,378,809 +47,076 +2%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$1.09B 2,220,884 +349,774 +19%
Brown Advisory
48
Brown Advisory
Maryland
$1.08B 2,256,840 +287,706 +15%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$1.06B 2,203,415 +360,499 +20%
Lazard Asset Management
50
Lazard Asset Management
New York
$1.05B 2,177,028 +488,006 +29%
1
2
3 4 5