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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 %
MHR
2651
Matthew Hamilton Rosenberg
$514K +$18.1K +31 +4%
RWA
2652
Redhawk Wealth Advisors
Minnesota
$511K -$116K -198 -18%
PSIWM
2653
Paradigm Strategies in Wealth Management
Minnesota
$509K +$98.8K +169 +24%
T
2654
Tidemark
California
$508K +$585 +1 +0.1%
CB
2655
Centennial Bank
Arkansas
$508K – – –
LODC
2656
Lanham O'Dell & Company
West Virginia
$508K – – –
MWP
2657
Meridian Wealth Partners
Pennsylvania
$508K +$1.75K +3 +0.3%
BHIA
2658
Birch Hill Investment Advisors
Massachusetts
$508K +$80.1K +137 +19%
FTA
2659
Financial & Tax Architects
Missouri
$508K – – –
MSF
2660
Mustard Seed Financial
Arkansas
$506K – – –
SI
2661
Stonekeep Investments
New Mexico
$505K +$4.1K +7 +0.8%
TWP
2662
Tempus Wealth Planning
California
$504K +$45.6K +78 +10%
CHA
2663
Cooper/Haims Advisors
New York
$503K -$7.02K -12 -1%
HWM
2664
Horizon Wealth Management
Illinois
$501K +$585 +1 +0.1%
TC
2665
Trilogy Capital
California
$501K +$29.8K +51 +6%
FCIM
2666
Fairview Capital Investment Management
California
$500K – – –
DWM
2667
Dogwood Wealth Management
Kansas
$499K +$26.9K +46 +6%
CWMS
2668
Cannon Wealth Management Services
North Carolina
$499K +$499K +854 New
JWS
2669
Juncture Wealth Strategies
Arizona
$499K – – –
BO
2670
Bank OZK
Arkansas
$499K +$10.5K +18 +2%
PPW
2671
Pasadena Private Wealth
California
$497K +$1.75K +3 +0.4%
LWM
2672
Liberty Wealth Management
California
$497K -$2.4M -4,104 -83%
SFS
2673
Security Financial Services
Indiana
$497K +$133K +227 +36%
BWM
2674
Birchcreek Wealth Management
Ohio
$496K -$10.5K -18 -2%
SFG
2675
Seamount Financial Group
Colorado
$495K – – –
105 106
107
108 109