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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 %
ELM
2951
Elite Life Management
Florida
$330K +$7.6K +13 +2%
LAM
2952
Lakewood Asset Management
Illinois
$329K +$585 +1 +0.2%
MWA
2953
Motive Wealth Advisors
Michigan
$328K – – –
AWM
2954
Accel Wealth Management
Iowa
$328K -$46.8K -80 -12%
WI
2955
Wedgewood Investors
Pennsylvania
$328K -$17.5K -30 -5%
PFWA
2956
Paces Ferry Wealth Advisors
Georgia
$328K +$14K +24 +4%
PGIM
2957
Pacific Global Investment Management
California
$327K – – –
HKIMG
2958
Hutchens & Kramer Investment Management Group
Indiana
$327K -$54.8K -94 -14%
IAIM
2959
International Assets Investment Management
Florida
$327K +$326K +5,290,025 +78,814%
LFGO
2960
Legacy Financial Group (Oklahoma)
Oklahoma
$326K +$72.3K +128 +28%
KWS
2961
Keystone Wealth Services
California
$326K +$326K +557 New
SA
2962
Skyline Advisors
Washington
$326K +$26.9K +46 +9%
BHBT
2963
Burke & Herbert Bank & Trust
Virginia
$325K – – –
AFS
2964
Axiom Financial Strategies
Indiana
$324K +$324K +555 New
GCM
2965
G2 Capital Management
Ohio
$324K +$1.17K +2 +0.4%
AA
2966
Alesco Advisors
New York
$324K +$12.9K +22 +4%
ACM
2967
Avalon Capital Management
California
$324K +$54.4K +93 +20%
BIA
2968
Barry Investment Advisors
Massachusetts
$323K – – –
CF
2969
Convergence Financial
Missouri
$323K +$64.3K +110 +25%
HC
2970
Hamilton Capital
Ohio
$323K +$16.4K +29 +5%
PWA
2971
Provenance Wealth Advisors
Florida
$322K -$7.6K -13 -2%
BSHC
2972
Breed's Hill Capital
Massachusetts
$322K +$15.2K +26 +5%
MAM
2973
Mainsail Asset Management
Alabama
$322K – – –
MWM
2974
Magnolia Wealth Management
Alabama
$322K – – –
LWMT
2975
Legacy Wealth Management (Tennessee)
Tennessee
$322K +$322K +550 New
117 118
119
120 121