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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 %
HVP
2501
Hudson Value Partners
Florida
$625K +$47.9K +82 +8%
SP
2502
Successful Portfolios
Florida
$624K -$5.26K -9 -0.8%
HOWA
2503
Heritage Oak Wealth Advisors
Florida
$624K -$253K -432 -29%
NWWA
2504
New Wave Wealth Advisors
Arkansas
$624K +$624K +1,067 New
BFC
2505
Bedel Financial Consulting
Indiana
$623K -$25.1K -43 -4%
VNA
2506
Valley National Advisers
Pennsylvania
$622K -$195K -333 -24%
FFWM
2507
Future Financial Wealth Management
Ohio
$620K – – –
BFA
2508
Benedict Financial Advisors
Georgia
$618K +$1.76K +3 +0.3%
HCA
2509
Horan Capital Advisors
Ohio
$617K – – –
HWA
2510
HHM Wealth Advisors
Tennessee
$617K +$37.4K +64 +6%
DWG
2511
Darden Wealth Group
Michigan
$616K -$585 -1 -0.1%
KB
2512
Kimelman & Baird
New York
$616K – – –
RWP
2513
Ridgecrest Wealth Partners
California
$615K +$101K +173 +20%
MPW
2514
Monterey Private Wealth
California
$615K +$1.75K +3 +0.3%
CPC
2515
Congress Park Capital
New York
$614K -$177K -303 -22%
TCM
2516
Traynor Capital Management
Pennsylvania
$613K -$78.9K -135 -11%
DCM
2517
Driehaus Capital Management
Illinois
$613K +$613K +1,049 New
AIM
2518
Avity Investment Management
Connecticut
$613K +$251K +430 +70%
BFS
2519
Burr Financial Services
California
$612K +$43.9K +75 +8%
CSC
2520
Caldwell Sutter Capital
California
$611K -$9.36K -16 -2%
AIM
2521
Alhambra Investment Management
Florida
$610K – – –
KOC
2522
Koss-Olinger Consulting
Florida
$610K +$610K +1,044 New
MWM
2523
MinichMacGregor Wealth Management
New York
$609K -$4.09K -7 -0.7%
TWP
2524
Tower Wealth Partners
Pennsylvania
$606K -$5.85K -10 -1%
UL
2525
Unionview LLC
Washington
$606K +$8.19K +14 +1%
99 100
101
102 103