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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 %
CWA
2701
Centennial Wealth Advisory
Michigan
$477K +$48K +82 +11%
CTWM
2702
Cherry Tree Wealth Management
Minnesota
$476K – – –
MAM
2703
Meeder Asset Management
Ohio
$476K -$2.27M -3,878 -83%
RMCM
2704
Reynders McVeigh Capital Management
Massachusetts
$475K +$30.4K +52 +7%
EPP
2705
ETF Portfolio Partners
Kansas
$473K – – –
OCM
2706
Objective Capital Management
Ohio
$472K +$472K +807 New
SDAM
2707
Shulman DeMeo Asset Management
New York
$472K +$1.75K +3 +0.4%
CSPAM
2708
Cary Street Partners Asset Management
Virginia
$470K +$21K +36 +5%
RW
2709
REDW Wealth
New Mexico
$469K -$45K -77 -9%
ECA
2710
Elevated Capital Advisors
Utah
$469K +$469K +801 New
HHRDM
2711
H&H Retirement Design & Management
Nevada
$467K -$4.45K -8 -0.9%
VAMG
2712
Voisard Asset Management Group
Michigan
$467K +$39.2K +67 +9%
SFS
2713
Sharp Financial Services
Pennsylvania
$466K -$18.7K -32 -4%
ITIM
2714
Indiana Trust & Investment Management
Indiana
$465K – – –
RIM
2715
Redwood Investment Management
Arizona
$465K -$1.89M -3,224 -80%
AWM
2716
Atticus Wealth Management
Florida
$464K +$18.1K +31 +4%
TC
2717
Trust Company
Kansas
$464K -$105K -180 -18%
CFS
2718
Commonwealth Financial Services
West Virginia
$464K +$40.3K +69 +10%
TFF
2719
The Family Firm
Maryland
$464K +$57.3K +98 +14%
CFSG
2720
Clark Financial Services Group
Missouri
$464K +$6.43K +11 +1%
BWA
2721
BlueChip Wealth Advisors
Georgia
$463K +$26.9K +46 +6%
SCA
2722
STALEY CAPITAL ADVISERS
Pennsylvania
$462K -$87.1K -149 -16%
JWM
2723
Jackson Wealth Management
Florida
$461K +$81.3K +139 +21%
BAM
2724
Byrne Asset Management
New Jersey
$460K -$13.4K -23 -3%
WDA
2725
Wendell David Associates
New Hampshire
$460K – – –
107 108
109
110 111