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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 %
WWM
3151
Wiser Wealth Management
Georgia
$246K +$246K +421 New
SFG
3152
Synergy Financial Group
California
$246K +$246K +421 New
OLA
3153
Oliver Luxxe Assets
New Jersey
$246K -$51.5K -88 -17%
KFS
3154
Kaizen Financial Strategies
California
$245K +$245K +419 New
HDIM
3155
Hanson & Doremus Investment Management
Vermont
$245K -$23.4K -40 -9%
BAWM
3156
Bennett Associates Wealth Management
Pennsylvania
$245K +$11.7K +20 +5%
PAG
3157
Powers Advisory Group
Illinois
$244K +$11.1K +19 +5%
SAM
3158
Summit Asset Management
Tennessee
$244K – – –
DF
3159
Dunhill Financial
United Kingdom
$244K +$38K +65 +18%
CFAM
3160
Center For Asset Management
Florida
$244K +$14K +24 +6%
TWM
3161
Tanager Wealth Management
United Kingdom
$244K +$244K +417 New
KL
3162
KWMG LLC
Kansas
$243K -$53.8K -92 -18%
NIM
3163
Northeast Investment Management
Massachusetts
$243K -$70.2K -120 -22%
FFWA
3164
Forthright Family Wealth Advisory
Texas
$242K -$72K -131 -23%
IWS
3165
Integrity Wealth Solutions
Colorado
$241K +$8.76K +15 +4%
EWA
3166
Evolution Wealth Advisors
Florida
$241K +$241K +413 New
CP
3167
Capital Planning
Washington
$241K +$241K +412 New
HPIA
3168
Hamilton Point Investment Advisors
North Carolina
$241K – – –
GAM
3169
GEM Asset Management
Michigan
$239K -$14K -24 -6%
RC
3170
Rovin Capital
Arizona
$239K +$239K +408 New
FA
3171
Fountainhead AM
New Jersey
$239K -$12.9K -22 -5%
FWMM
3172
Foundation Wealth Management (Missouri)
Missouri
$239K – – –
TCMP
3173
Thrive Capital Management (Pennsylvania)
Pennsylvania
$238K -$6.44K -11 -3%
PFS
3174
Prospect Financial Services
New York
$237K +$237K +406 New
FWM
3175
Foguth Wealth Management
Michigan
$237K +$237K +408 New
125 126
127
128 129