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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 %
TCM
3076
Tuttle Capital Management
Connecticut
$274K +$35.1K +60 +15%
FWA
3077
FSC Wealth Advisors
New York
$274K +$69K +118 +34%
FDCP
3078
Foster Dykema Cabot & Partners
Massachusetts
$274K +$248K +424 +942%
PCMF
3079
Private Capital Management (Florida)
Florida
$274K – – –
HL
3080
HeadInvest LLC
Maine
$273K -$2.92K -5 -1%
SWM
3081
Scissortail Wealth Management
Oklahoma
$272K -$18.8M -415 -99%
CFG
3082
Cosner Financial Group
Colorado
$272K +$585 +1 +0.2%
BFP
3083
Briaud Financial Planning
Texas
$272K – – –
RPCONE
3084
Retirement Planning Company of New England
Rhode Island
$271K +$8.79K +15 +3%
MSR
3085
Main Street Research
Connecticut
$271K +$271K +463 New
IPW
3086
Invictus Private Wealth
Colorado
$271K -$33.9K -58 -11%
PWM
3087
Provident Wealth Management
Tennessee
$271K +$35.1K +60 +15%
CIAS
3088
CBIZ Investment Advisory Services
Ohio
$271K +$16.4K +28 +6%
CI
3089
Carroll Investors
South Carolina
$270K -$2.91K -5 -1%
GPW
3090
Gray Private Wealth
Massachusetts
$270K -$5.26K -9 -2%
LC
3091
LCNB Corp
Ohio
$270K -$5.85K -10 -2%
ESBC
3092
E.S. Barr & Co
Kentucky
$270K +$18.1K +31 +7%
WOSD
3093
WFA of San Diego
California
$270K -$5.85K -10 -2%
MWA
3094
MN Wealth Advisors
Kansas
$269K -$49.1K -84 -15%
PFC
3095
Phocas Financial Corp
California
$269K – – –
CANY
3096
Caxton Associates (New York)
New York
$269K +$269K +460 New
LRIA
3097
Leonard Rickey Investment Advisors
Washington
$269K +$269K +459 New
FFO
3098
Fortitude Family Office
Arizona
$268K +$90.6K +155 +51%
MWM
3099
Massachusetts Wealth Management
Massachusetts
$267K – – –
EF
3100
Exeter Financial
Arizona
$266K -$8.19K -14 -3%
122 123
124
125 126