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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 %
MCA
2551
MSH Capital Advisors
Arizona
$590K -$15.2K -26 -3%
DCM
2552
Dimension Capital Management
Florida
$589K -$36.3K -62 -6%
HCA
2553
Heck Capital Advisors
Wisconsin
$589K -$19.3K -33 -3%
WA
2554
Waddell & Associates
Tennessee
$588K – – –
TIA
2555
Traphagen Investment Advisors
New Jersey
$588K +$4.09K +7 +0.7%
DWM
2556
Darwin Wealth Management
Florida
$586K -$2.34K -4 -0.4%
DMBA
2557
Deseret Mutual Benefit Administrators
Utah
$586K +$15.8K +27 +3%
TCM
2558
Tandem Capital Management
New Jersey
$585K -$745K -1,275 -56%
EWP
2559
Elevation Wealth Partners
California
$584K -$38K -65 -6%
WSWA
2560
Warren Street Wealth Advisors
California
$584K -$2.92K -5 -0.5%
FI
2561
Financial Insights
Washington
$583K -$393K -673 -40%
RIG
2562
Renaissance Investment Group
Massachusetts
$582K -$8.77K -15 -1%
SWA
2563
Strata Wealth Advisors
Texas
$582K +$62.6K +107 +12%
CC
2564
Chicago Capital
Illinois
$582K -$116K -198 -17%
VAF
2565
Values Added Financial
District of Columbia
$582K +$20.5K +35 +4%
WEG
2566
World Equity Group
Illinois
$580K +$52K +89 +10%
GCA
2567
Genesee Capital Advisors
New York
$579K +$10.5K +18 +2%
NPP
2568
New Potomac Partners
Maryland
$579K – – –
PKC
2569
Palmer Knight Company
Florida
$576K – – –
SCA
2570
Sandy Cove Advisors
Massachusetts
$576K +$19.9K +34 +4%
BGAI
2571
Bruce G. Allen Investments
Colorado
$575K -$6.43K -11 -1%
FI
2572
FWG Investments
Kentucky
$575K +$84.2K +144 +17%
WCM
2573
Washburn Capital Management
Florida
$574K -$53.8K -92 -9%
IIA
2574
Integral Investment Advisors
California
$573K +$77.7K +133 +16%
AF
2575
Aldebaran Financial
$572K – – –
101 102
103
104 105