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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 %
GG
2601
Greenwood Gearhart
Arkansas
$550K -$11.1K -19 -2%
SAM
2602
Seelaus Asset Management
New Jersey
$548K – – –
AFAS
2603
Acorn Financial Advisory Services
Virginia
$547K +$263K +449 +92%
AHL
2604
Abel Hall LLC
Louisiana
$546K +$48.5K +83 +10%
RWI
2605
Red Wave Investments
Pennsylvania
$544K -$6.43K -11 -1%
MC
2606
Matisse Capital
Oregon
$544K – – –
SNBOSD
2607
Security National Bank of So Dak
Iowa
$544K – – –
SOW
2608
State of Wyoming
Wyoming
$543K -$26.3K -45 -5%
LW
2609
Linscomb Wealth
Texas
$543K -$73.7K -126 -12%
AWA
2610
Aletheian Wealth Advisors
Washington
$542K -$957K -1,637 -64%
HWMC
2611
Heritage Wealth Management (California)
California
$541K +$8.19K +14 +2%
EBSAM
2612
Eubel Brady & Suttman Asset Management
Ohio
$541K -$7.6K -13 -1%
KFC
2613
Klingenstein Fields & Co
New York
$541K – – –
VIP
2614
Vista Investment Partners
Oklahoma
$540K -$17.5K -30 -3%
CCA
2615
Cadent Capital Advisors
Oklahoma
$539K +$539K +922 New
NECFA
2616
New England Capital Financial Advisors
Connecticut
$537K – – –
BC
2617
Barrett & Company
Rhode Island
$537K – – –
CFP
2618
Cascade Financial Partners
California
$535K +$28.5K +50 +6%
EWS
2619
Evergreen Wealth Solutions
Pennsylvania
$535K -$209K -358 -28%
EWA
2620
Etesian Wealth Advisors
Oregon
$534K -$12.3K -21 -2%
MGAM
2621
McGowan Group Asset Management
Texas
$532K +$5.85K +10 +1%
FVWA
2622
Foster Victor Wealth Advisors
South Carolina
$532K -$4.73K -8 -0.9%
CIG
2623
Cascade Investment Group
Colorado
$532K – – –
AWG
2624
Altus Wealth Group
Colorado
$531K +$4.68K +8 +0.9%
VF
2625
VitalStone Financial
Texas
$531K +$490K +838 +1,197%
103 104
105
106 107