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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 %
DA
2626
Drake & Associates
Wisconsin
$530K +$136K +233 +35%
TW
2627
Towerpoint Wealth
California
$529K – – –
BBA
2628
Braun-Bostich & Associates
Pennsylvania
$528K +$67.2K +115 +15%
SAM
2629
Satovsky Asset Management
New York
$528K +$9.94K +17 +2%
LGG
2630
Luts & Greenleigh Group
Maryland
$526K +$57.3K +98 +12%
EFI
2631
EHP Funds Inc
Canada
$526K +$526K +900 New
CG
2632
Cynosure Group
Utah
$525K -$821K -1,404 -61%
LT
2633
Legacy Trust
Michigan
$523K +$34.5K +59 +7%
OFW
2634
Omnia Family Wealth
Florida
$523K +$65.5K +112 +14%
BWM
2635
BlackDiamond Wealth Management
New York
$522K +$74.4K +121 +17%
SPI
2636
Sutton Place Investors
New York
$522K +$50.9K +87 +11%
ADMI
2637
Albert D. Mason Inc
Massachusetts
$521K +$2.92K +5 +0.6%
TF
2638
Trek Financial
Arizona
$520K -$202K -346 -28%
OAS
2639
Optivise Advisory Services
Tennessee
$520K -$2.34K -4 -0.4%
FFA
2640
Fi3 Financial Advisors
Indiana
$520K +$68.4K +117 +15%
SFCL
2641
Strengthening Families & Communities LLC
Massachusetts
$520K -$168K -287 -24%
WGC
2642
Watts Gwilliam & Co
Arizona
$518K +$518K +891 New
HFP
2643
Holistic Financial Partners
Indiana
$518K -$80.7K -138 -13%
CAM
2644
Columbia Asset Management
Michigan
$518K +$44.4K +76 +9%
CIS
2645
Custom Index Systems
New York
$517K +$281K +481 +119%
ML
2646
Mayport LLC
Massachusetts
$517K -$14.6K -25 -3%
WPWM
2647
Western Pacific Wealth Management
Illinois
$516K -$15.8K -27 -3%
CCC
2648
Chesapeake Capital Corp
Florida
$516K +$516K +883 New
WWC
2649
Waypoint Wealth Counsel
Georgia
$516K +$81.3K +139 +19%
LIA
2650
Lynx Investment Advisory
District of Columbia
$514K +$34.5K +59 +7%
104 105
106
107 108