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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 %
FCMT
3226
Founders Capital Management (Texas)
Texas
$220K +$6.43K +11 +3%
RWM
3227
Revisor Wealth Management
Ohio
$220K +$220K +376 New
HFS
3228
Howard Financial Services
Texas
$219K +$219K +375 New
IMA
3229
Investment Management Associates
Colorado
$219K +$219K +375 New
CM
3230
Cornerstone Management
Georgia
$219K +$219K +375 New
TFO
3231
Tarbox Family Office
California
$219K +$219K +375 New
KA
3232
Kearns & Associates
California
$219K +$219K +375 New
EWM
3233
Edge Wealth Management
New York
$219K -$230K -393 -51%
NA
3234
Nottingham Advisors
New York
$218K -$11.7K -20 -5%
FCT
3235
First Community Trust
Iowa
$218K -$8.77K -15 -4%
GSC
3236
Ground Swell Capital
South Carolina
$218K +$218K +373 New
KFP
3237
Keener Financial Planning
Texas
$218K – – –
HAC
3238
Harbor Advisory Corp
New Hampshire
$218K +$218K +372 New
BWCS
3239
Beirne Wealth Consulting Services
Connecticut
$217K +$217K +371 New
CPW
3240
Crestmont Private Wealth
Texas
$217K +$217K +371 New
MCM
3241
Morton Capital Management
California
$215K +$215K +368 New
CWM
3242
Cabot Wealth Management
Massachusetts
$215K +$215K +367 New
GHAM
3243
Gilman Hill Asset Management
Connecticut
$215K +$215K +367 New
NJBEST
3244
New Jersey Better Educational Savings Trust
New Jersey
$214K +$214K +366 New
AOWM
3245
Alpha Omega Wealth Management
Virginia
$213K +$213K +365 New
UWM
3246
USAdvisors Wealth Management
Minnesota
$213K +$213K +367 New
AEPWM
3247
Atlantic Edge Private Wealth Management
Florida
$213K +$30.4K +52 +17%
IWN
3248
Independent Wealth Network
Iowa
$212K +$212K +363 New
LAM
3249
Lifestyle Asset Management
Texas
$212K +$212K +362 New
DW
3250
Dodds Wealth
Colorado
$211K +$211K +352 New
128 129
130
131 132