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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 %
AWA
2576
Amplius Wealth Advisors
Pennsylvania
$572K +$18.1K +31 +3%
OPA
2577
Old Port Advisors
Maine
$571K +$19.3K +33 +3%
HCM
2578
Hodges Capital Management
Texas
$570K – – –
OCM
2579
Orser Capital Management
Texas
$569K +$20.5K +35 +4%
CWA
2580
Consilio Wealth Advisors
Washington
$569K +$141K +241 +33%
GFG
2581
Goldstone Financial Group
Illinois
$565K +$121K +207 +27%
BFAG
2582
Blackston Financial Advisory Group
Florida
$564K +$243K +416 +76%
CFO
2583
Collective Family Office
Pennsylvania
$560K -$124K -212 -18%
SFC
2584
SYM Financial Corp
Indiana
$559K +$96.4K +165 +21%
EWM
2585
Elite Wealth Management
Washington
$559K +$67.2K +115 +14%
KOMWMG
2586
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$558K +$2.34K +4 +0.4%
DWS
2587
Discipline Wealth Solutions
South Carolina
$558K +$558K +954 New
GFPC
2588
Global Financial Private Client
Florida
$557K +$94.1K +161 +20%
CVM
2589
Cheviot Value Management
California
$556K -$2.92K -5 -0.5%
PWW
2590
Pettyjohn Wood & White
Virginia
$556K – – –
PTC
2591
Philadelphia Trust Company
Pennsylvania
$556K +$95.3K +163 +21%
VCP
2592
Verus Capital Partners
Arizona
$555K -$50.3K -86 -8%
BFWM
2593
Bright Futures Wealth Management
New York
$554K -$3.94K -7 -0.7%
FFA
2594
Founders Financial Alliance
North Carolina
$553K +$22.2K +38 +4%
VST
2595
Van Strum & Towne
California
$553K – – –
CFD
2596
Creative Financial Designs
Indiana
$552K +$8.77K +15 +2%
PEA
2597
Park Edge Advisors
Ohio
$552K -$257K -440 -32%
DBRC
2598
D.B. Root & Company
Pennsylvania
$551K -$9.94K -17 -2%
WIM
2599
WealthPlan Investment Management
Nebraska
$550K +$135K +230 +32%
LSA
2600
Lion Street Advisors
Texas
$550K +$8.77K +15 +2%
102 103
104
105 106