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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 %
MWM
2851
Mascoma Wealth Management
New Hampshire
$382K -$30.4K -52 -7%
LC
2852
Landaas & Company
Wisconsin
$382K -$10.5K -18 -3%
EAM
2853
Evanson Asset Management
California
$379K – – –
LIA
2854
LBMC Investment Advisors
Tennessee
$378K – – –
USB
2855
Union Savings Bank
Connecticut
$378K +$12.3K +21 +3%
IAA
2856
Ironsides Asset Advisors
North Carolina
$378K – – –
PWA
2857
Physician Wealth Advisors
Utah
$378K -$16.7K -30 -4%
TVWM
2858
Tower View Wealth Management
Wisconsin
$377K -$5.1M -8,719 -93%
WDG
2859
Wealth Dimensions Group
Ohio
$376K +$3.51K +6 +0.9%
KLI
2860
Kelman-Lazarov Inc
Tennessee
$375K – – –
NI
2861
NDVR Inc
Massachusetts
$375K -$8.73K -15 -2%
RA
2862
Rise Advisors
New York
$374K -$33.9K -58 -8%
ME
2863
McIlrath & Eck
Washington
$371K +$28.1K +48 +8%
IPWA
2864
International Private Wealth Advisors
California
$371K +$371K +634 New
AWAP
2865
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$370K +$32.2K +55 +10%
AA
2866
AJ Advisors
Tennessee
$370K +$21.6K +37 +6%
WJA
2867
Willis Johnson & Associates
Texas
$370K +$28.1K +48 +8%
FF
2868
Francis Financial
$368K +$24.6K +42 +7%
EWM
2869
Endowment Wealth Management
Wisconsin
$368K -$4.68K -8 -1%
SC
2870
Stephenson & Company
California
$368K – – –
PCS
2871
Private Client Services
Kentucky
$367K +$5.85K +10 +2%
BBW
2872
Blue Barn Wealth
Utah
$367K -$3.51K -6 -0.9%
SWM
2873
Seed Wealth Management
Illinois
$367K – – –
OFS
2874
Oldfather Financial Services
Nebraska
$367K +$8.77K +15 +2%
BA
2875
Bridge Advisory
California
$366K +$8.19K +14 +2%
113 114
115
116 117