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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 %
ARC
3001
Advisor Resource Council
Texas
$308K +$308K +527 New
KAM
3002
Kraft Asset Management
Tennessee
$308K -$11.1K -19 -3%
GC
3003
Garde Capital
Washington
$308K -$194K -331 -39%
LF
3004
LifeSteps Financial
California
$308K – – –
SL
3005
Sentry LLC
Tennessee
$307K – – –
PCA
3006
Peddock Capital Advisors
Massachusetts
$306K – – –
SWM
3007
SK Wealth Management
Rhode Island
$306K +$306K +601 New
HFRG
3008
Houlihan Financial Resource Group
Virginia
$306K – – –
SFP
3009
Sandbox Financial Partners
Maryland
$303K -$31.6K -54 -9%
RIM
3010
RW Investment Management
Idaho
$301K – – –
SA
3011
Stewardship Advisors
Pennsylvania
$301K +$301K +515 New
NC
3012
NovaPoint Capital
Georgia
$301K – – –
IAG
3013
Investment Advisory Group
Massachusetts
$299K +$17K +29 +6%
GWM
3014
GSB Wealth Management
Connecticut
$299K – – –
CWP
3015
Curated Wealth Partners
California
$298K +$33.3K +57 +13%
DWA
3016
Dougherty Wealth Advisers
Minnesota
$298K -$16.4K -28 -5%
HFS
3017
Horizon Financial Services
North Carolina
$298K -$195K -333 -40%
MA
3018
MAS Advisors
Florida
$297K – – –
PBC
3019
Pavion Blue Capital
California
$297K -$5.85K -10 -2%
WCWM
3020
Willow Creek Wealth Management
California
$297K +$9.94K +17 +3%
ES
3021
Eagle Strategies
New York
$297K -$28.6K -49 -9%
CCA
3022
Carrera Capital Advisors
Michigan
$296K -$15.2K -26 -5%
HPA
3023
High Probability Advisors
New York
$296K -$1.75K -3 -0.6%
TFG
3024
Team Financial Group
California
$295K -$24.6K -42 -8%
TFG
3025
Taylor Financial Group
Virginia
$295K – – –
119 120
121
122 123