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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 %
PCM
2526
Perritt Capital Management
Illinois
$606K -$12.3K -21 -2%
MSCM
2527
McElhenny Sheffield Capital Management
Texas
$604K -$535K -915 -47%
HWM
2528
HFR Wealth Management
New York
$602K – – –
BBP
2529
Banco BTG Pactual
Brazil
$602K +$185K +316 +44%
MIFH
2530
Migdal Insurance & Financial Holdings
Israel
$602K -$126K -216 -17%
DS
2531
DRW Securities
Illinois
$602K -$1.11M -1,894 -65%
AFG
2532
Allegheny Financial Group
Pennsylvania
$601K +$3.51K +6 +0.6%
SAM
2533
SignalPoint Asset Management
Missouri
$601K -$24.4K -42 -4%
SF
2534
SWP Financial
California
$600K – – –
TW
2535
Traveka Wealth
California
$599K +$29.2K +50 +5%
HWM
2536
Hemington Wealth Management
Virginia
$599K -$178K -316 -23%
LSC
2537
Lesa Sroufe & Co
Washington
$599K – – –
SRL
2538
Scientech Research LLC
New Jersey
$599K -$631K -1,080 -51%
GPW
2539
Gentry Private Wealth
Kansas
$599K -$2.34K -4 -0.4%
HCM
2540
Howland Capital Management
Massachusetts
$597K -$18.7K -32 -3%
MIM
2541
MTM Investment Management
South Carolina
$597K +$7.69K +13 +1%
BFA
2542
Bill Few Associates
Pennsylvania
$596K +$29.2K +50 +5%
AGWCA
2543
Annis Gardner Whiting Capital Advisors
Florida
$595K -$350K -598 -37%
MAG
2544
M3 Advisory Group
Massachusetts
$592K +$25.7K +44 +5%
RBFC
2545
Roman Butler Fullerton & Co
Missouri
$592K -$51.2K -92 -8%
LAM
2546
LECAP Asset Management
United Kingdom
$591K -$1.18M -2,014 -67%
VCM
2547
Versant Capital Management
Arizona
$591K +$89.5K +153 +18%
AA
2548
Axiom Advisory
California
$591K -$1.15K -2 -0.2%
FWI
2549
Facet Wealth Inc
Maryland
$590K +$90.8K +160 +18%
FCM
2550
Fogel Capital Management
Florida
$590K – – –
100 101
102
103 104