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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 %
PFU
2801
Parus Finance (UK)
United Kingdom
$409K +$409K +699 New
ACM
2802
AlphaStar Capital Management
North Carolina
$408K +$12.9K +22 +3%
HBW
2803
Hazlett, Burt & Watson
West Virginia
$408K -$5.87K -10 -1%
IFA
2804
Index Fund Advisors
California
$408K – – –
VCM
2805
Verde Capital Management
Michigan
$406K -$64.3K -110 -14%
FWM
2806
Forza Wealth Management
Florida
$403K +$84.8K +145 +27%
SA
2807
Shilanski & Associates
Alaska
$403K +$4.67K +8 +1%
OCM
2808
Orion Capital Management
California
$403K – – –
AFC
2809
AFT Forsyth & Company
Florida
$402K -$6.43K -11 -2%
4WM
2810
4J Wealth Management
Virginia
$402K – – –
SC
2811
Seldon Capital
California
$402K – – –
SBWIC
2812
Schaper Benz & Wise Investment Counsel
Wisconsin
$400K -$137K -235 -26%
CFA
2813
CWS Financial Advisors
Michigan
$400K – – –
NWA
2814
New World Advisors
Massachusetts
$399K -$21K -36 -5%
MAM
2815
Milestone Asset Management
Pennsylvania
$398K -$5.11M -8,742 -93%
SICM
2816
Sustainable Insight Capital Management
New York
$398K -$58.5K -100 -13%
TFM
2817
TFC Financial Management
Massachusetts
$397K +$29.8K +51 +8%
BBI
2818
Baxter Bros Inc
Connecticut
$396K -$234K -400 -37%
SWA
2819
Sax Wealth Advisors
New Jersey
$396K +$132K +225 +50%
IAP
2820
Indie Asset Partners
Indiana
$395K +$585 +1 +0.1%
O3W
2821
Omni 360 Wealth
New Jersey
$395K +$44.4K +76 +13%
BTWM
2822
Brass Tax Wealth Management
Ohio
$394K +$394K +674 New
CFA
2823
Capstone Financial Advisors
Illinois
$394K +$4.68K +8 +1%
FAM
2824
Flaharty Asset Management
Florida
$394K – – –
NOI
2825
Newton One Investments
Delaware
$394K +$1.75K +3 +0.4%
111 112
113
114 115