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UnitedHealth
UNH

Overview Fund Activity

3,629 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, 1,479 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,629
Holders Change
+193
Holders Change %
+5.62%
% of All Funds
48.33%
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
1,479
Closed
190
Calls
$5.58B
Puts
$5.31B
Net Calls
+$264M
Net Calls Change
+$513M

Top Buyers

1
Amundi
1
Amundi
France
$3.18B
2
UBS AM
2
UBS AM
Illinois
$4.35B
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$961M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.53B
5
Marshall Wace
5
Marshall Wace
United Kingdom
$989M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$10.9B
2
DZ Bank
2
DZ Bank
Germany
$648M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$10.8B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$15.2B
5
Tiger Global Management
5
Tiger Global Management
New York
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
126
GuardCap Asset Management
United Kingdom
$367M -$49.6M -98,005 -12%
Nomura Asset Management
127
Nomura Asset Management
Japan
$364M +$22.7M +44,801 +7%
Barrow, Hanley, Mewhinney & Strauss
128
Barrow, Hanley, Mewhinney & Strauss
Texas
$363M +$10.8M +21,402 +3%
JIM
129
Jensen Investment Management
Oregon
$362M -$5.55M -10,968 -2%
EIP
130
Epoch Investment Partners
New York
$361M -$34.9M -69,026 -9%
Robeco Institutional Asset Management
131
Robeco Institutional Asset Management
Netherlands
$359M +$18.1M +35,719 +5%
Brown Advisory
132
Brown Advisory
Maryland
$358M +$6.66M +13,157 +2%
Assenagon Asset Management
133
Assenagon Asset Management
Luxembourg
$355M +$168M +331,539 +89%
Chevy Chase Trust
134
Chevy Chase Trust
Maryland
$353M +$14.6M +28,940 +4%
Mackenzie Financial
135
Mackenzie Financial
Ontario, Canada
$352M +$10.8M +21,373 +3%
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$349M -$180M -356,165 -34%
Korea Investment Corp
137
Korea Investment Corp
South Korea
$348M -$18.2M -36,032 -5%
William Blair Investment Management
138
William Blair Investment Management
Illinois
$335M +$25.8M +50,945 +8%
FPP
139
Findlay Park Partners
United Kingdom
$329M -$52.1M -102,900 -14%
Loomis, Sayles & Company
140
Loomis, Sayles & Company
Massachusetts
$326M -$4.3M -8,501 -1%
MAM
141
Magellan Asset Management
Australia
$321M +$7.44M +14,713 +2%
Bank of Nova Scotia
142
Bank of Nova Scotia
Ontario, Canada
$321M +$175M +345,799 +119%
Victory Capital Management
143
Victory Capital Management
Texas
$318M +$11.5M +22,788 +4%
PTC
144
Provident Trust Company
Wisconsin
$317M -$3.27M -6,472 -1%
SG Americas Securities
145
SG Americas Securities
New York
$316M -$177M -350,664 -36%
Balyasny Asset Management
146
Balyasny Asset Management
Illinois
$307M +$247M +487,626 +407%
JFL
147
Jarislowsky, Fraser Ltd
Quebec, Canada
$305M -$16.4M -32,695 -5%
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$302M -$14.3M -28,217 -5%
Truist Financial
149
Truist Financial
North Carolina
$297M -$14.9M -29,421 -5%
Wealth Enhancement Advisory Services
150
Wealth Enhancement Advisory Services
Minnesota
$296M +$102M +202,295 +53%
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6
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