UNH icon

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 %
FCFC
2976
First Citizens Financial Corp
Iowa
$321K +$7.02K +12 +2%
CAM
2977
Clark Asset Management
New Hampshire
$319K +$319K +546 New
LWP
2978
Laurel Wealth Planning
Minnesota
$319K – – –
LPAM
2979
Lodestar Private Asset Management
California
$319K +$1.75K +3 +0.6%
BIP
2980
Blue Investment Partners
California
$319K – – –
Jacobs Levy Equity Management
2981
Jacobs Levy Equity Management
New Jersey
$319K +$319K +545 New
CFGA
2982
Cambridge Financial Group (Arizona)
Arizona
$317K – – –
MPCG
2983
Matrix Private Capital Group
New York
$317K – – –
GA
2984
Greenspring Advisors
Maryland
$317K +$317K +542 New
EIA
2985
Edgemoor Investment Advisors
Maryland
$316K -$49.7K -85 -14%
FPFS
2986
First Personal Financial Services
North Carolina
$316K +$5.85K +10 +2%
NC
2987
Napatree Capital
Rhode Island
$316K +$68.4K +117 +28%
CFP
2988
Cypress Financial Planning
New Jersey
$315K +$1.17K +2 +0.4%
APW
2989
Acima Private Wealth
Virginia
$315K – – –
WR
2990
WD Rutherford
Oregon
$314K -$642K -1,098 -67%
EWM
2991
Elevatus Welath Management
New York
$314K +$39.8K +68 +14%
S
2992
Sachetta
Massachusetts
$314K +$46.1K +79 +17%
OPWM
2993
Oakwell Private Wealth Management
Texas
$313K -$8.77K -15 -3%
UBV
2994
United Bank (Virginia)
Virginia
$313K – – –
DI
2995
Diligent Investors
California
$313K -$11.7K -20 -4%
ITFISA
2996
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$313K -$866K -1,482 -73%
SCM
2997
Saxony Capital Management
Missouri
$312K +$2.34K +4 +0.8%
CCM
2998
Crew Capital Management
Ohio
$310K – – –
IAIM
2999
Industrial Alliance Investment Management
Quebec, Canada
$310K -$28.6K -49 -8%
ICM
3000
Intrepid Capital Management
Florida
$309K – – –
118 119
120
121 122