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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 %
LWANC
3051
Laurel Wealth Advisors (North Carolina)
North Carolina
$284K +$45K +77 +19%
PFM
3052
Phillips Financial Management
Indiana
$284K +$5.85K +10 +2%
Harris Associates
3053
Harris Associates
Illinois
$284K +$38.6K +66 +16%
PL
3054
Parthenon LLC
Kentucky
$284K +$284K +486 New
LL
3055
LPWM LLC
Minnesota
$284K – – –
KCFA
3056
Key Client Fiduciary Advisors
New Jersey
$284K +$35.1K +60 +14%
FP
3057
Foundry Partners
Minnesota
$284K -$17.5K -30 -6%
BIA
3058
Bell Investment Advisors
California
$284K +$16.4K +28 +6%
WFA
3059
WestHill Financial Advisors
California
$284K +$29.8K +51 +12%
CAWM
3060
Capital Advisors Wealth Management
Washington
$283K +$5.84K +10 +2%
IWM
3061
Integris Wealth Management
California
$283K – – –
VC
3062
Vicus Capital
Pennsylvania
$282K -$890K -1,521 -76%
KCIC
3063
Kuhn & Co Investment Counsel
Illinois
$282K -$26.3K -45 -9%
CCB
3064
Cutter & Co Brokerage
Missouri
$282K -$121K -207 -30%
Cohen & Steers
3065
Cohen & Steers
New York
$282K +$5.27K +9 +2%
WCP
3066
Wick Capital Partners
Pennsylvania
$281K – – –
AA
3067
Addison Advisors
Vermont
$281K +$32.2K +55 +13%
ACA
3068
Affinity Capital Advisors
California
$277K – – –
SCM
3069
Semanteon Capital Management
Massachusetts
$276K -$1.16M -1,990 -81%
EFG
3070
Embree Financial Group
Illinois
$276K +$3.51K +6 +1%
HCM
3071
Hillman Capital Management
Maryland
$275K – – –
SL
3072
Summitry LLC
California
$275K +$275K +470 New
GCM
3073
Gallacher Capital Management
Colorado
$275K -$12.9K -22 -4%
RFN
3074
Redwood Financial Network
Ohio
$275K -$76.5K -131 -22%
SPWG
3075
Sage Private Wealth Group
Illinois
$274K -$14.6K -25 -5%
121 122
123
124 125