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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 %
HJGA
476
Hardman Johnston Global Advisors
Connecticut
$36.4M +$4.19M +8,289 +13%
DILIC
477
Dai-ichi Life Insurance Company
Japan
$36.1M -$19.7M -38,919 -35%
TC
478
TownSquare Capital
Utah
$35.8M -$7.65M -15,114 -18%
AS
479
Aware Super
Australia
$35.4M +$35.4M +69,966 New
FT
480
Fiduciary Trust
Massachusetts
$35.3M +$373K +738 +1%
PGFC
481
Peapack-Gladstone Financial Corp
New Jersey
$34.9M -$841K -1,663 -2%
SCTC
482
Sanibel Captiva Trust Company
Florida
$34.9M +$1.15M +2,272 +3%
FLPIM
483
F.L. Putnam Investment Management
Massachusetts
$34.7M -$1.14M -2,262 -3%
HIMC
484
Heritage Investors Management Corp
Maryland
$34.6M +$638K +1,262 +2%
OCM
485
Osterweis Capital Management
California
$34.5M +$8.44M +16,682 +32%
SAM
486
Shell Asset Management
Netherlands
$34.5M -$190K -375 -0.5%
TP
487
Thunderbird Partners
United Kingdom
$34.5M +$6.5M +12,857 +23%
AAS
488
Avantax Advisory Services
Texas
$34.4M +$159K +315 +0.5%
CI
489
Conning Inc
Connecticut
$34.3M -$566K -1,118 -2%
MCM
490
Maple Capital Management
Vermont
$34.3M +$539K +1,066 +2%
GIM
491
Generate Investment Management
New Zealand
$34.2M +$12M +23,710 +54%
ERIM
492
Eagle Ridge Investment Management
Connecticut
$34.2M -$303K -598 -0.9%
Jones Financial Companies
493
Jones Financial Companies
Missouri
$34.2M +$10.1M +20,012 +42%
PDM
494
Penn Davis McFarland
Texas
$34.2M +$6.11M +12,085 +22%
Tudor Investment Corp
495
Tudor Investment Corp
Connecticut
$34.2M +$34.2M +67,532 New
PP
496
Prudential plc
United Kingdom
$33.9M -$1.77M -3,501 -5%
PAM
497
Palisade Asset Management
Minnesota
$33.7M +$724K +1,432 +2%
EWA
498
Exencial Wealth Advisors
Oklahoma
$33.7M -$4.94M -9,770 -13%
PCIA
499
Prime Capital Investment Advisors
Kansas
$33.6M +$689K +1,362 +2%
DK
500
DJE Kapital
Germany
$33.6M +$33.6M +66,702 New
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