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 %
WBG
3026
Wharton Business Group
Pennsylvania
$295K – – –
SAMT
3027
Select Asset Management & Trust
Pennsylvania
$295K – – –
DWM
3028
Destination Wealth Management
California
$295K +$295K +504 New
BAM
3029
Bosun Asset Management
Illinois
$294K +$5.85K +10 +2%
DP
3030
Dearborn Partners
Illinois
$294K +$294K +503 New
NEWAS
3031
N.E.W. Advisory Services
Wisconsin
$293K – – –
BP
3032
BBR Partners
New York
$292K -$113K -193 -28%
NSEDCP
3033
NJ State Employees Deferred Compensation Plan
New Jersey
$292K – – –
SM
3034
Samjo Management
New York
$292K – – –
CWA
3035
CM Wealth Advisors
Ohio
$292K +$20.5K +35 +8%
EWM
3036
EPG Wealth Management
Georgia
$292K +$292K +499 New
WP
3037
WealthPLAN Partners
Nebraska
$292K -$14K -24 -5%
BWA
3038
Brave Warrior Advisors
New York
$292K -$64.9K -111 -18%
WCM
3039
Wealthcare Capital Management
Virginia
$292K +$2.92K +5 +1%
RA
3040
Rockingstone Advisors
Massachusetts
$291K +$291K +497 New
OWM
3041
Orgel Wealth Management
Wisconsin
$289K -$10.5K -18 -4%
WC
3042
Weil Company
California
$289K +$289K +495 New
EC
3043
Eaton-Cambridge
Arizona
$289K +$9.36K +16 +3%
JA
3044
JVL Associates
Michigan
$288K +$14K +24 +5%
MF
3045
Manchester Financial
California
$287K – – –
NAMNJ
3046
NorthStar Asset Management (New Jersey)
New Jersey
$286K -$15.8K -27 -5%
PIAS
3047
PCA Investment Advisory Services
Ohio
$286K +$46.2K +79 +19%
FPGK
3048
Financial Partners Group (Kansas)
Kansas
$286K -$5.26K -9 -2%
AIA
3049
Accelerate Investment Advisors
California
$285K +$285K +488 New
MLA
3050
MB, Levis & Associates
Pennsylvania
$284K +$584 +1 +0.2%
120 121
122
123 124