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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 %
WAS
2876
Winch Advisory Services
Wisconsin
$365K +$8.19K +14 +2%
SN
2877
Sittner & Nelson
Oregon
$365K – – –
CWA
2878
CJM Wealth Advisers
Virginia
$365K +$20.5K +35 +6%
CA
2879
Crumly & Associates
Illinois
$364K +$1.75K +3 +0.5%
WB
2880
West Bancorporation
Iowa
$363K +$8.77K +15 +2%
VCP
2881
Vista Capital Partners
Oregon
$361K -$12.3K -21 -3%
FFA
2882
Frazier Financial Advisors
Ohio
$361K -$14.6K -25 -4%
ACC
2883
Acorn Creek Capital
Colorado
$360K +$90.1K +154 +33%
MCC
2884
Malaga Cove Capital
California
$360K – – –
ASG
2885
Ariston Services Group
California
$358K +$76K +130 +27%
EPA
2886
Element Pointe Advisors
Florida
$358K – – –
TIM
2887
Tortoise Investment Management
New York
$357K +$70.7K +121 +25%
VAM
2888
Verity Asset Management
North Carolina
$357K +$1.17K +2 +0.3%
C1AG
2889
Client 1st Advisory Group
Florida
$357K -$60.8K -104 -15%
XWM
2890
Xcel Wealth Management
Florida
$357K – – –
BW
2891
BIP Wealth
Georgia
$357K +$120K +206 +51%
CFG
2892
Carr Financial Group
Massachusetts
$357K +$18.1K +31 +5%
KBFS
2893
Kohmann Bosshard Financial Services
Ohio
$355K +$4.68K +8 +1%
OW
2894
Olistico Wealth
Oklahoma
$355K +$4.1K +7 +1%
MTC
2895
McDaniel Terry & Co
Texas
$355K – – –
LFS
2896
Legacy Financial Strategies
Kansas
$355K +$15.2K +26 +4%
AC
2897
AlphaCore Capital
California
$354K +$78.9K +135 +29%
FA
2898
Fermata Advisors
California
$354K +$43.3K +74 +14%
CCM
2899
Coerente Capital Management
Ontario, Canada
$354K – – –
SGWM
2900
Sterling Group Wealth Management
California
$353K – – –
114 115
116
117 118