Stocks
Funds
Screener
Sectors
Watchlists
More
UNH - UnitedHealth Group Inc Stock Price, Fair Value and News
487.74
USD
-3.49
(-0.71%)
Delayed
as of 23 Apr 2024, 12:59 pm ET
Watchlist
Share
Stock
/
UNH
/
Funds-Owners-Holders
Which funds bought or sold UNH recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-19
EVERETT HARRIS & CO /CA/
REDUCED
Premium
Premium
Premium
Premium
2,520
2024-04-19
TRAN CAPITAL MANAGEMENT, L.P.
NEW
Premium
Premium
Premium
Premium
14,809
2024-04-19
AMARILLO NATIONAL BANK
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-19
ALBION FINANCIAL GROUP /UT
REDUCED
Premium
Premium
Premium
Premium
35,688
2024-04-19
TRUST CO OF OKLAHOMA
REDUCED
Premium
Premium
Premium
Premium
406
2024-04-19
BOURGEON CAPITAL MANAGEMENT LLC
ADDED
Premium
Premium
Premium
Premium
6,681
2024-04-19
AZZAD ASSET MANAGEMENT INC /ADV
UNCHANGED
Premium
Premium
Premium
Premium
518
2024-04-19
FORVIS Wealth Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
3,385
2024-04-19
State of Alaska, Department of Revenue
ADDED
Premium
Premium
Premium
Premium
110,911
2024-04-19
Wallington Asset Management, LLC
REDUCED
Premium
Premium
Premium
Premium
35,388
2024-04-19
Ipswich Investment Management Co., Inc.
ADDED
Premium
Premium
Premium
Premium
1,094
2024-04-19
Mesirow Financial Investment Management, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-19
Sumitomo Mitsui Trust Holdings, Inc.
REDUCED
Premium
Premium
Premium
Premium
2,721,380
2024-04-19
Cutler Group LLC / CA
REDUCED
Premium
Premium
Premium
Premium
283
2024-04-19
Westside Investment Management, Inc.
REDUCED
Premium
Premium
Premium
Premium
1,983
2024-04-19
Copeland Capital Management, LLC
ADDED
Premium
Premium
Premium
Premium
43,009
2024-04-19
E&G Advisors, LP
ADDED
Premium
Premium
Premium
Premium
2,933
2024-04-19
Wealthstar Advisors, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-19
Tradewinds Capital Management, LLC
ADDED
Premium
Premium
Premium
Premium
272
2024-04-19
Teamwork Financial Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
1,253
2024-04-19
TRUST POINT INC.
REDUCED
Premium
Premium
Premium
Premium
4,283
2024-04-19
Covea Finance
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-19
Arcus Capital Partners, LLC
ADDED
Premium
Premium
Premium
Premium
1,373
2024-04-19
Community Bank & Trust, Waco, Texas
ADDED
Premium
Premium
Premium
Premium
13,784
2024-04-19
Handelsinvest Investeringsforvaltning
REDUCED
Premium
Premium
Premium
Premium
4,749
Rows per page:
10
25
50
All
1–25 of 1879
Which funds are the top buyers of UNH?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
83,860,500
44,150,000,000
0.96%
BlackRock Inc.
72,376,200
38,103,900,000
0.97%
STATE STREET CORP
45,518,900
23,964,300,000
1.17%
FMR LLC
41,729,700
21,969,400,000
1.69%
Capital World Investors
28,862,300
15,195,100,000
2.70%
PRICE T ROWE ASSOCIATES INC /MD/
25,968,300
13,671,500,000
1.84%
WELLINGTON MANAGEMENT GROUP LLP
24,392,700
12,842,000,000
2.39%
JPMORGAN CHASE & CO
23,894,900
12,580,000,000
1.21%
GEODE CAPITAL MANAGEMENT, LLC
18,213,300
9,563,080,000
1.00%
MORGAN STANLEY
16,777,600
8,832,890,000
0.78%
Rows per page:
10
1–10 of 97
Which funds have put a big percent of portfolio in UNH?
Fund Name
$ Value
% Port.
GARRISON BRADFORD & ASSOCIATES INC
21,027,000
21.69%
HIGHLINE CAPITAL MANAGEMENT, L.P.
9,326,000
17.43%
Crake Asset Management LLP
149,998,000
14.30%
JPB Foundation
127,277,000
13.64%
Stewart Asset Management, LLC
16,736,000
12.83%
Manchester Global Management (UK) Ltd
38,160,100
12.41%
Consulta Ltd
157,941,000
10.40%
Pavadi Capital LLC
8,039,720
9.90%
MARK SHEPTOFF FINANCIAL PLANNING, LLC
15,624,800
9.41%
Capital Bank & Trust Co
289,000
9.19%
Rows per page:
10
1–10 of 99
Trend of No. of funds that hold UNH
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Unisphere Establishment
225,856,000
Degroof Petercam Asset Management
137,904,000
JPB Foundation
127,277,000
APG Asset Management US Inc.
114,349,000
Employees Retirement System of Texas
102,328,000
GROUPAMA ASSET MANAGMENT
99,917,700
GROUPAMA ASSET MANAGMENT
99,917,700
Mondrian Investment Partners LTD
99,197,500
Additions
Fund Name
% Increased
IBEX WEALTH ADVISORS
180,930
WHALEROCK POINT PARTNERS, LLC
98,054
TWO SIGMA SECURITIES, LLC
4,678
RATIONAL ADVISORS LLC
3,826
Whitford Management LLC
3,609
Investment Management Corp of Ontario
2,823
NORDEN GROUP LLC
2,170
Clarity Financial LLC
2,096
Reductions
Fund Name
% Reduced
DAGCO, INC.
-99.85
Strategic Investment Solutions, Inc. /IL
-98.42
Clal Insurance Enterprises Holdings Ltd
-98.06
Impact Partnership Wealth, LLC
-97.5
VitalStone Financial, LLC
-94.15
TFO Wealth Partners, LLC
-91.56
Otter Creek Advisors, LLC
-91.44
Balyasny Asset Management L.P.
-85.14
Sold off
Fund Name
$ Sold
MARSICO CAPITAL MANAGEMENT LLC
-48,602,400
Kiwi Wealth Investments Limited Partnership
-36,856,300
CANTOR FITZGERALD, L. P.
-34,141,200
Woodline Partners LP
-27,331,600
Artisan Partners Limited Partnership
-24,356,900
CLOVERFIELDS CAPITAL GROUP, LP
-24,165,400
Covea Finance
-22,848,800
MAKENA CAPITAL MANAGEMENT LLC
-17,539,800