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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 %
PA
2926
Probity Advisors
Texas
$341K -$4.68K -8 -1%
HCMG
2927
Howard Capital Management Group
California
$341K +$341K +584 New
VAG
2928
VisionPoint Advisory Group
Texas
$341K -$5.85K -10 -2%
NG
2929
Northstar Group
New York
$341K – – –
WC
2930
Woodstock Corp
Massachusetts
$341K -$9.94K -17 -3%
MF
2931
Meridian Financial
Massachusetts
$341K – – –
DA
2932
Dash Acquisitions
California
$340K -$24.3K -43 -7%
CWA
2933
Clarity Wealth Advisors
California
$340K +$38K +65 +13%
CJL
2934
Cyrus J. Lawrence
New York
$339K -$20.4K -35 -6%
EA
2935
Echo45 Advisors
California
$339K -$21K -36 -6%
MA
2936
MBA Advisors
Pennsylvania
$339K -$4.09K -7 -1%
VFG
2937
V2 Financial group
Illinois
$338K -$14.6K -25 -4%
FWM
2938
Focused Wealth Management
New York
$337K +$29.2K +50 +9%
WI
2939
Wintrust Investments
Illinois
$336K -$2.9M -4,964 -90%
1WM
2940
1858 Wealth Management
Ohio
$336K – – –
CA
2941
CSM Advisors
Pennsylvania
$335K +$53.3K +91 +19%
WWM
2942
Waterway Wealth Management
Texas
$334K +$24K +41 +8%
HW
2943
Hamilton Wealth
California
$334K -$151K -259 -31%
RWA
2944
Rooted Wealth Advisors
Illinois
$333K +$333K +571 New
AIM
2945
Aspen Investment Management
Michigan
$332K -$52.6K -90 -14%
LI
2946
LVZ Inc
Michigan
$332K – – –
SFO
2947
Standard Family Office
South Dakota
$332K – – –
SIA
2948
Sage Investment Advisers
New York
$331K +$93K +159 +39%
SIC
2949
SFE Investment Counsel
California
$330K – – –
TA
2950
TruWealth Advisors
Louisiana
$330K -$29.8K -51 -8%
116 117
118
119 120