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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 %
WN
2826
Williams & Novak
California
$393K – – –
CST
2827
Charles Schwab Trust
Nevada
$393K -$291K -498 -43%
CCA
2828
Cottonwood Capital Advisors
Utah
$392K -$10.5K -18 -3%
CWG
2829
Crown Wealth Group
North Carolina
$391K -$12.9K -22 -3%
TWA
2830
Talisman Wealth Advisors
New Jersey
$391K – – –
SAA
2831
Southeast Asset Advisors
Georgia
$391K +$584 +1 +0.1%
ZF
2832
Zhang Financial
Michigan
$390K +$59.7K +102 +18%
ZIMP
2833
Zimmermann Investment Management & Planning
Pennsylvania
$390K -$89.5K -153 -19%
IA
2834
IMZ Advisory
Florida
$390K +$33.7K +57 +9%
D
2835
Dentgroup
Louisiana
$389K -$7.6K -13 -2%
GSEP
2836
Golden State Equity Partners
California
$389K -$1.41M -2,407 -78%
YCG
2837
Yeomans Consulting Group
Georgia
$388K +$2.92K +5 +0.8%
AA
2838
Aufman Associates
Pennsylvania
$387K +$17.6K +30 +5%
OBGC
2839
O'Brien Greene & Co
Pennsylvania
$387K -$39.8K -68 -9%
SSC
2840
Syverson Strege & Co
Iowa
$387K -$356K -609 -48%
CJ
2841
Caitlin John
Michigan
$387K -$546K -902 -59%
LFP
2842
Lakeshore Financial Planning
Michigan
$386K +$22.2K +38 +6%
DEM
2843
Disciplined Equity Management
Florida
$386K – – –
MAM
2844
Mystic Asset Management
Rhode Island
$386K – – –
TWM
2845
TCFG Wealth Management
California
$385K +$385K +659 New
IFO
2846
Independent Family Office
New York
$385K +$91K +155 +31%
WIA
2847
Wetzel Investment Advisors
Indiana
$384K +$90.6K +155 +31%
SIC
2848
SJS Investment Consulting
Ohio
$384K – – –
CFO
2849
Custos Family Office
Texas
$383K +$585 +1 +0.2%
GIP
2850
Greatmark Investment Partners
Georgia
$383K -$5.85K -10 -2%
112 113
114
115 116