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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 %
NLP
3201
Next Level Private
New York
$226K +$226K +387 New
SWM
3202
Stockman Wealth Management
Montana
$226K +$226K +387 New
AIP
3203
Almanack Investment Partners
Pennsylvania
$226K +$226K +387 New
PFA
3204
Petra Financial Advisors
Colorado
$226K +$226K +386 New
ACA
3205
Aspire Capital Advisors
Washington
$225K +$225K +386 New
POIA
3206
Pin Oak Investment Advisors
Texas
$225K – – –
AC
3207
AWM Capital
Arizona
$225K +$225K +384 New
GAA
3208
Guardian Asset Advisors
Pennsylvania
$225K +$225K +384 New
RI
3209
Redwood Investments
Massachusetts
$225K -$52.6K -90 -19%
NIC
3210
Northwest Investment Counselors
Oregon
$224K +$224K +383 New
LCS
3211
Levin Capital Strategies
New York
$224K +$224K +383 New
IA
3212
IFG Advisors
Missouri
$223K +$223K +382 New
AFA
3213
Alpha Financial Advisors
North Carolina
$223K +$223K +381 New
VW
3214
Vance Wealth
California
$223K +$223K +381 New
KAM
3215
Knightsbridge Asset Management
California
$223K +$223K +381 New
FMN
3216
Financial Management Network
California
$223K -$58.5K -99 -21%
PHIC
3217
Pine Haven Investment Counsel
Massachusetts
$222K +$222K +380 New
PCM
3218
Palisade Capital Management
New Jersey
$222K +$222K +380 New
MPPLM
3219
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$222K -$26.3K -45 -11%
LIA
3220
LifePlan Investment Advisors
North Carolina
$222K +$222K +379 New
WTFG
3221
Wells Trecaso Financial Group
Ohio
$221K +$221K +378 New
BIM
3222
Barton Investment Management
Pennsylvania
$221K +$221K +377 New
HC
3223
Hara Capital
Washington
$220K +$220K +377 New
CFIA
3224
Cantor Fitzgerald Investment Advisors
New York
$220K +$220K +376 New
KFA
3225
Kapstone Financial Advisors
Ohio
$220K +$220K +378 New
127 128
129
130 131