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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 %
GIM
2726
Grassi Investment Management
California
$459K -$58.5K -100 -11%
GSIS
2727
Global Strategic Investment Solutions
Arizona
$458K +$18.7K +32 +4%
KC
2728
Kinloch Capital
Virginia
$458K +$5.26K +9 +1%
RCG
2729
Regatta Capital Group
California
$457K -$29.2K -50 -6%
FM
2730
Family Management
New York
$455K -$17K -29 -4%
FDP
2731
Financiere des Professionnels
Quebec, Canada
$455K +$455K +778 New
OWP
2732
ORG Wealth Partners
Texas
$454K +$454K +776 New
PCMC
2733
Private Capital Management (Colorado)
Colorado
$454K -$120K -205 -21%
OWA
2734
Octavia Wealth Advisors
Ohio
$454K -$31.6K -54 -7%
BL
2735
Balentine LLC
Georgia
$453K – – –
CWA
2736
Continuum Wealth Advisors
New York
$451K – – –
GAM
2737
Garrison Asset Management
Arkansas
$451K – – –
IAMOG
2738
Investors Asset Management of Georgia
Georgia
$450K -$5.85K -10 -1%
AP
2739
Atwood & Palmer
Missouri
$447K – – –
LAS
2740
LWM Advisory Services
Florida
$447K +$447K +764 New
CA
2741
CapWealth Advisors
Tennessee
$446K +$134K +229 +43%
BMA
2742
Brooks Moore & Associates
Tennessee
$446K – – –
RLIM
2743
Red Lighthouse Investment Management
New York
$445K – – –
AWCI
2744
Alpine Woods Capital Investors
New York
$444K – – –
ML
2745
McAdam LLC
Pennsylvania
$444K +$90.1K +154 +25%
MSRI
2746
Michael S. Ryan Inc
New York
$444K -$27.5K -47 -6%
BWP
2747
Bernardo Wealth Planning
Pennsylvania
$443K +$2.26K +4 +0.5%
PMG
2748
ProVise Management Group
Florida
$442K -$32.7K -56 -7%
NWM
2749
Northwest Wealth Management
Iowa
$441K – – –
CNTOF
2750
Canandaigua National Trust of Florida
New York
$441K +$441K +754 New
108 109
110
111 112