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UnitedHealth
UNH

Overview Fund Activity

3,438 hedge funds and large institutions have $466B invested in UnitedHealth in 2024 Q3 according to their latest regulatory filings, with 240 funds opening new positions, 1,403 increasing their positions, 1,414 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,438
Holders Change
+68
Holders Change %
+2.02%
% of All Funds
49.73%
Holding in Top 10
313
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+16.79%
% of All Funds
4.53%
New
240
Increased
1,403
Reduced
1,414
Closed
131
Calls
$4.64B
Puts
$4.89B
Net Calls
-$249M
Net Calls Change
-$362M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$2.17B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.17B
3
Capital International Investors
Capital International Investors
California
+$813M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$703M
5
DZ Bank
DZ Bank
Germany
+$670M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.04B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$596M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$583M
4
Millennium Management
Millennium Management
New York
-$566M
5
Amundi
Amundi
France
-$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPCM
2476
Osborne Partners Capital Management
California
$644K -$4.68K -8 -0.7%
OIC
2477
Orion Investment Company
Missouri
$643K – – –
WPC
2478
Waters Parkerson & Co
Louisiana
$643K – – –
LFG
2479
Lockerman Financial Group
California
$642K +$103K +177 +19%
ACM
2480
Arcataur Capital Management
Wisconsin
$641K -$27.5K -47 -4%
GHA
2481
Granite Harbor Advisors
Texas
$641K +$144K +247 +29%
EBA
2482
Eagle Bay Advisors
New York
$639K -$6.43K -11 -1%
PFA
2483
Pathway Financial Advisors
Vermont
$638K -$140K -239 -18%
CC
2484
Cornerstone Capital
California
$638K +$24.6K +42 +4%
DCM
2485
Davis Capital Management
Florida
$637K +$59.1K +101 +10%
LF
2486
Lantz Financial
Illinois
$637K +$134K +230 +27%
BIA
2487
BHK Investment Advisors
Alabama
$636K +$585 +1 +0.1%
EWM
2488
Executive Wealth Management
Michigan
$636K +$39.2K +67 +7%
RTC
2489
Riverview Trust Company
Washington
$636K -$4.68K -8 -0.7%
BWP
2490
Balboa Wealth Partners
Arizona
$636K -$118K -202 -16%
RRCM
2491
Rappaport Reiches Capital Management
Illinois
$635K +$2.92K +5 +0.5%
FIM
2492
Fernwood Investment Management
Massachusetts
$634K -$8.19K -14 -1%
IIM
2493
Ipswich Investment Management
Massachusetts
$634K – – –
TI
2494
Truepoint Inc
Ohio
$633K +$197K +337 +45%
PHAM
2495
Palisades Hudson Asset Management
Florida
$630K – – –
NL
2496
Navalign LLC
California
$630K -$7.6K -13 -1%
HP
2497
Hyperion Partners
Pennsylvania
$629K -$7.02K -12 -1%
VWM
2498
Valley Wealth Managers
New Jersey
$627K -$73.1K -125 -10%
PPWM
2499
Paragon Private Wealth Management
Kentucky
$625K +$57.3K +98 +10%
SWM
2500
Salvus Wealth Management
New Jersey
$625K +$35.1K +60 +6%
98 99
100
101 102