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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 %
TPWA
2901
Twin Peaks Wealth Advisors
California
$353K +$66.7K +114 +23%
PW
2902
Peninsula Wealth
California
$353K +$32K +56 +10%
WIM
2903
Warwick Investment Management
Texas
$352K +$41.5K +71 +13%
CIA
2904
Compass Ion Advisors
Pennsylvania
$351K +$18.7K +32 +6%
TFA
2905
Teamwork Financial Advisors
Texas
$350K -$25.7K -44 -7%
ABWM
2906
Alpine Bank Wealth Management
Colorado
$350K +$350K +598 New
TFA
2907
Tobias Financial Advisors
Florida
$349K +$7.02K +12 +2%
RFA
2908
Rollins Financial Advisors
New York
$349K +$40.9K +70 +13%
WPW
2909
Warther Private Wealth
Ohio
$348K -$260K -445 -43%
HWA
2910
Heartwood Wealth Advisors
Virginia
$348K -$16.4K -28 -4%
HWM
2911
Howard Wealth Management
Connecticut
$348K -$2.93K -5 -0.8%
VBWMG
2912
Von Berge Wealth Management Group
California
$348K -$45.4K -76 -12%
OPTFSNA
2913
Old Point Trust & Financial Services N A
Virginia
$348K – – –
C
2914
Covestor
United Kingdom
$347K -$35.1K -60 -9%
MKC
2915
M. Kraus & Co
Vermont
$347K -$30.4K -52 -8%
OCPWS
2916
One Charles Private Wealth Services
Massachusetts
$346K – – –
HIM
2917
Hanlon Investment Management
New Jersey
$346K +$116K +199 +51%
TC
2918
Truvestments Capital
Florida
$346K +$39.8K +68 +13%
FSA
2919
Fort Sheridan Advisors
Illinois
$345K +$345K +590 New
HHGA
2920
Halbert Hargrove Global Advisors
California
$344K -$33.9K -58 -9%
PA
2921
Promethium Advisors
Maryland
$344K +$344K +588 New
OA
2922
Oxbow Advisors
Texas
$343K +$95.4K +163 +38%
CWM
2923
Concentric Wealth Management
California
$343K -$40.9K -70 -11%
CFP
2924
Curran Financial Partners
South Carolina
$342K +$4.09K +7 +1%
HIM
2925
Hillsdale Investment Management
Ontario, Canada
$341K -$22.2K -38 -6%
115 116
117
118 119