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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 %
WWG
2676
West Wealth Group
California
$494K +$8.77K +15 +2%
BWM
2677
Bulltick Wealth Management
Florida
$494K -$9.28M -15,872 -95%
SHJ
2678
Sharkey, Howes & Javer
Colorado
$493K +$144K +247 +41%
CIG
2679
Cairn Investment Group
Washington
$492K – – –
WCFA
2680
Walkner Condon Financial Advisors
Wisconsin
$492K +$39.8K +68 +9%
JWM
2681
JGP Wealth Management
Oregon
$491K +$53.2K +91 +12%
3F
2682
360 Financial
Minnesota
$490K +$7.02K +12 +1%
AC
2683
Allstate Corporation
Illinois
$489K -$1.32M -2,254 -73%
TWA
2684
Tandem Wealth Advisors
Arizona
$488K +$31K +53 +7%
AWM
2685
Aviso Wealth Management
Washington
$488K +$29.8K +51 +7%
BOM
2686
Bank of Marin
California
$487K -$1.17K -2 -0.2%
ODIJL
2687
One Day In July LLC
Vermont
$487K +$48.5K +83 +11%
BMC
2688
Beaton Management Company
Massachusetts
$486K – – –
CMI
2689
Clare Market Investments
Texas
$485K -$35.1K -60 -7%
FC
2690
Financial Council
Maryland
$484K – – –
SL
2691
Sentinus LLC
Illinois
$483K +$91.8K +157 +23%
EB
2692
Exchange Bank
California
$482K – – –
JE
2693
JMAC Enterprises
Pennsylvania
$481K +$10.5K +18 +2%
SFS
2694
Symphony Financial Services
Ohio
$480K +$84.2K +181 +21%
CWM
2695
Cherrydale Wealth Management
New Jersey
$479K +$22.2K +38 +5%
BMC
2696
Benin Management Corp
Connecticut
$479K – – –
VC
2697
Veery Capital
Delaware
$479K – – –
GCM
2698
Greenland Capital Management
New York
$479K – – –
WAM
2699
Walker Asset Management
Missouri
$478K +$1.17K +2 +0.2%
WTA
2700
Washington Trust Advisors
Massachusetts
$478K -$123K -210 -20%
106 107
108
109 110