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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 %
MWA
3126
Muirfield Wealth Advisors
North Carolina
$256K +$256K +437 New
SFC
3127
Strategic Financial Concepts
Texas
$256K -$135M -231,582 -100%
RFP
3128
Roth Financial Partners
Texas
$254K – – –
WWM
3129
Wolff Wiese Magana
California
$254K +$35.7K +61 +16%
W
3130
Wealthquest
Ohio
$254K -$4.67K -8 -2%
SWM
3131
Shakespeare Wealth Management
Wisconsin
$254K +$17.5K +30 +7%
FCA
3132
Fortis Capital Advisors
Kansas
$254K +$11.1K +19 +5%
FFL
3133
Financial Freedom LLC
Ohio
$254K +$584 +1 +0.2%
WFA
3134
Wade Financial Advisory
California
$253K -$5.26K -9 -2%
CCA
3135
Cora Capital Advisors
New Jersey
$253K – – –
BBA
3136
BLB&B Advisors
Pennsylvania
$253K +$8.77K +15 +4%
QP
3137
Quartz Partners
New York
$253K +$253K +432 New
KPWG
3138
KFA Private Wealth Group
Virginia
$251K +$251K +430 New
HIS
3139
Harvest Investment Services
Illinois
$251K +$251K +429 New
PWM
3140
Power Wealth Management
Georgia
$250K +$250K +428 New
TWM
3141
TriaGen Wealth Management
California
$250K – – –
JC
3142
Jacobs & Co
California
$250K +$250K +429 New
PWLP
3143
Prio Wealth Limited Partnership
Massachusetts
$249K +$249K +426 New
Betterment LLC
3144
Betterment LLC
New York
$248K +$248K +425 New
TFA
3145
TPG Financial Advisors
Oregon
$248K +$4.68K +8 +2%
FA
3146
Financial Avengers
California
$248K +$5.85K +10 +2%
ARG
3147
Advisory Resource Group
Oklahoma
$247K – – –
TFCP
3148
Twin Focus Capital Partners
Massachusetts
$247K -$132K -225 -35%
ICA
3149
Infrastructure Capital Advisors
New York
$246K -$374K -639 -60%
PIFP
3150
Partners in Financial Planning
Virginia
$246K – – –
124 125
126
127 128