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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 %
AWM
3101
Aberdeen Wealth Management
Illinois
$266K -$398K -680 -60%
WCG
3102
Weaver Consulting Group
California
$265K -$24.6K -42 -8%
MPW
3103
MGO Private Wealth
California
$265K -$108K -184 -29%
TWM
3104
Triton Wealth Management
Arizona
$264K +$584 +1 +0.2%
IDA
3105
Intelligence Driven Advisers
California
$264K +$264K +452 New
BCMLT
3106
Beacon Capital Management LLC (Tennessee)
Tennessee
$264K +$102K +175 +63%
DWP
3107
Destiny Wealth Partners
Florida
$264K -$9.94K -17 -4%
CTB
3108
Country Trust Bank
Illinois
$264K – – –
RIM
3109
Reliant Investment Management
Tennessee
$263K -$6.47M -11,062 -96%
PWM
3110
Purus Wealth Management
California
$263K – – –
SGAM
3111
Smith Group Asset Management
Texas
$263K – – –
RIP
3112
RAM Investment Partners
Washington
$263K +$14K +24 +6%
AF
3113
Apollon Financial
South Carolina
$263K +$263K +449 New
TFGT
3114
TS Financial Group (TSFG)
Illinois
$262K +$36.8K +63 +16%
HH
3115
HWG Holdings
Texas
$262K +$20.5K +35 +8%
EWA
3116
ERTS Wealth Advisors
Michigan
$261K +$1.17K +2 +0.4%
PCFFS
3117
Pacific Center for Financial Services
California
$260K – – –
OSNBOA
3118
Old Second National Bank of Aurora
Illinois
$260K -$2.34K -4 -0.9%
NPI
3119
New Perspectives Inc
Mississippi
$260K +$260K +444 New
PPH
3120
Pure Portfolios Holdings
Oregon
$259K +$259K +444 New
VFPW
3121
Vantage Financial Partners (Wisconsin)
Wisconsin
$258K +$258K +441 New
ACM
3122
Academy Capital Management
Texas
$258K – – –
Verition Fund Management
3123
Verition Fund Management
Connecticut
$257K -$7.9M -13,514 -97%
WA
3124
WBH Advisory
Maryland
$256K – – –
2L
3125
25 LLC
Missouri
$256K +$12.9K +22 +5%
123 124
125
126 127