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UnitedHealth
UNH

Overview Fund Activity

3,437 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
3,437
Holders Change
+68
Holders Change %
+2.02%
% of All Funds
49.72%
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 %
REMPR
3176
Roof Eidam Maycock Peralta (REMP)
California
$237K -$43.9K -75 -16%
TFM
3177
Trademark Financial Management
Minnesota
$237K -$9.94K -17 -4%
OKSA
3178
O'Keefe Stevens Advisory
New York
$236K +$2.34K +4 +1%
DTC
3179
Davidson Trust Company
Washington
$236K – – –
GC
3180
GFG Capital
Florida
$236K -$174K -450 -42%
MFS
3181
Mirabella Financial Services
United Kingdom
$235K +$235K +403 New
HIF
3182
Hill Island Financial
Michigan
$234K +$234K +401 New
HCM
3183
Hutner Capital Management
Vermont
$234K -$7.02K -12 -3%
CGFA
3184
Colton Groome Financial Advisors
North Carolina
$234K – – –
ACA
3185
Ascension Capital Advisors
Texas
$234K +$234K +400 New
HG
3186
Harbor Group
New Hampshire
$233K – – –
SF
3187
Safeguard Financial
Wisconsin
$233K +$233K +398 New
AWA
3188
Acorn Wealth Advisors
Michigan
$232K +$585 +1 +0.3%
GRA
3189
Golden Road Advisors
Florida
$232K -$135K -231 -37%
LGW
3190
Leslie Global Wealth
Illinois
$232K +$232K +397 New
VWWMG
3191
Vermillion & White Wealth Management Group
Pennsylvania
$232K -$477K -816 -67%
JTWM
3192
Jackson Thornton Wealth Management
Alabama
$232K – – –
LWM
3193
Lakeridge Wealth Management
Ohio
$232K +$232K +396 New
NAM
3194
NTV Asset Management
West Virginia
$231K – – –
CWM
3195
Campbell Wealth Management
Virginia
$230K +$230K +393 New
TFG
3196
Tilson Financial Group
New Jersey
$230K +$230K +393 New
MFC
3197
Morris Financial Concepts
South Carolina
$229K +$229K +392 New
AWC
3198
Adamsbrown Wealth Consultants
Kansas
$228K +$228K +390 New
MPIA
3199
Mountain Pacific Investment Advisers
Idaho
$228K +$228K +390 New
RA
3200
Riversedge Advisors
Delaware
$226K +$226K +387 New
126 127
128
129 130