UNH icon

UnitedHealth
UNH

Overview Fund Activity

3,350 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, 1,302 reducing their positions, and 168 closing their positions.

Holders
3,350
Holders Change
-41
Holders Change %
-1.21%
% of All Funds
48.57%
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
1,302
Closed
168
Calls
$3.56B
Puts
$4.05B
Net Calls
-$491M
Net Calls Change
-$679M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$3.7B
2
BlackRock
2
BlackRock
New York
$36.4B
3
Mitsubishi UFJ Asset Management
3
Mitsubishi UFJ Asset Management
Japan
$1.14B
4
UBS Group
4
UBS Group
Switzerland
$2.37B
5
Norges Bank
5
Norges Bank
Norway
$5.93B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.99B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$17.6B
3
GQG Partners
3
GQG Partners
Florida
$552K
4
Swedbank
4
Swedbank
Sweden
$0
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$6.51B
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$750M 1,531,462 +85,529 +6%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$741M 1,498,229 +7,283 +0.5%
DZ Bank
78
DZ Bank
Germany
$727M 1,469,159 -1,165,547 -44%
National Pension Service
79
National Pension Service
South Korea
$721M 1,457,298 +16,705 +1%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$702M 1,419,963 -66,273 -4%
Schroder Investment Management Group
81
Schroder Investment Management Group
United Kingdom
$702M 1,419,352 -419,820 -23%
Bank Julius Baer & Co
82
Bank Julius Baer & Co
Switzerland
$695M 1,411,500 +268,363 +23%
Fayez Sarofim & Co
83
Fayez Sarofim & Co
Texas
$685M 1,385,639 +19,430 +1%
Viking Global Investors
84
Viking Global Investors
Connecticut
$673M 1,361,207 +900,425 +195%
JIM
85
Jensen Investment Management
Oregon
$673M 1,360,511 -8,679 -0.6%
Citigroup
86
Citigroup
New York
$658M 1,330,579 -112,685 -8%
Winslow Capital Management
87
Winslow Capital Management
Minnesota
$654M 1,321,118 +511,964 +63%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$616M 1,244,377 +1,277 +0.1%
Fidelity International
89
Fidelity International
Bermuda
$610M 1,233,213 -195,241 -14%
Aberdeen Group
90
Aberdeen Group
United Kingdom
$610M 1,233,160 +82,575 +7%
WCM Investment Management
91
WCM Investment Management
California
$599M 1,210,548 +6,381 +0.5%
LP
92
Longview Partners
Guernsey
$578M 1,168,788 -22,820 -2%
Canada Life
93
Canada Life
Manitoba, Canada
$565M 1,140,817 +20,829 +2%
US Bancorp
94
US Bancorp
Minnesota
$554M 1,119,155 +26,473 +2%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$538M 1,087,986 +454,739 +72%
Corient Private Wealth
96
Corient Private Wealth
Florida
$537M 1,085,955 -7,009 -0.6%
Russell Investments Group
97
Russell Investments Group
United Kingdom
$532M 1,075,129 -77,768 -7%
Boston Partners
98
Boston Partners
Massachusetts
$517M 1,044,528 -260,618 -20%
RCG
99
Ruane, Cunniff & Goldfarb
New York
$508M 1,027,863 -41,556 -4%
GAM
100
GuardCap Asset Management
United Kingdom
$494M 998,921 +23,970 +2%
2 3
4
5 6