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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 178 funds opening new positions, 1,530 increasing their positions, 1,302 reducing their positions, and 168 closing their positions.

Holders
3,350
Holders Change
-40
Holders Change %
-1.18%
% 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
178
Increased
1,530
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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$41.8B 84,405,255 +544,740 +0.6%
BlackRock
2
BlackRock
New York
$36.4B 73,670,533 +1,294,290 +2%
State Street
3
State Street
Massachusetts
$22.6B 45,699,253 +180,333 +0.4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$17.6B 35,668,357 -6,061,351 -15%
Capital World Investors
5
Capital World Investors
California
$14B 28,321,829 -540,516 -2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$12.9B 26,062,928 +94,641 +0.4%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$12B 24,283,224 -109,482 -0.4%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$11.8B 23,840,608 -107,984 -0.5%
Morgan Stanley
9
Morgan Stanley
New York
$9.99B 20,189,832 -13,365,310 -40%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$9.35B 18,944,660 +731,312 +4%
Capital Research Global Investors
11
Capital Research Global Investors
California
$6.51B 13,154,482 -1,967,721 -13%
Norges Bank
12
Norges Bank
Norway
$5.93B 11,991,964 +970,955 +9%
Capital International Investors
13
Capital International Investors
California
$5.69B 11,504,601 -356,384 -3%
AllianceBernstein
14
AllianceBernstein
Tennessee
$5.15B 10,414,943 -1,584,917 -13%
Bank of America
15
Bank of America
North Carolina
$4.67B 9,447,153 -1,660,857 -15%
Northern Trust
16
Northern Trust
Illinois
$4.56B 9,210,367 -360,760 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.38B 8,859,777 -1,188,413 -12%
Wells Fargo
18
Wells Fargo
California
$3.99B 8,065,354 -21,161 -0.3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.96B 8,004,068 -292,928 -4%
Franklin Resources
20
Franklin Resources
California
$3.7B 7,475,437 +2,778,195 +59%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$3.59B 7,263,074 -50,435 -0.7%
Legal & General Group
22
Legal & General Group
United Kingdom
$3.35B 6,765,833 -38,327 -0.6%
Charles Schwab
23
Charles Schwab
California
$3.13B 6,379,033 +394,180 +7%
Goldman Sachs
24
Goldman Sachs
New York
$2.69B 5,435,891 -172,846 -3%
UBS AM
25
UBS AM
Illinois
$2.69B 5,434,296 -407,815 -7%
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