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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 %
DW
3251
Dodds Wealth
Colorado
$211K +$211K +352 New
SM
3252
Sensible Money
Arizona
$210K +$210K +359 New
FS
3253
Financial Symmetry
North Carolina
$208K +$208K +357 New
VI
3254
VanderPol Investments
Michigan
$208K +$208K +356 New
MIC
3255
Meridian Investment Counsel
California
$208K +$208K +356 New
AA
3256
Acorns Advisers
California
$208K +$208K +356 New
GA
3257
Gateway Advisory
New Jersey
$208K +$208K +355 New
ACM
3258
AUA Capital Management
Pennsylvania
$208K -$23.4K -40 -10%
LRWA
3259
Long Run Wealth Advisors
New York
$208K +$208K +355 New
FWP
3260
Falcon Wealth Planning
California
$207K +$207K +354 New
CPP
3261
Capasso Planning Partners
South Carolina
$206K -$40.9K -70 -17%
TCM
3262
Triumph Capital Management
Colorado
$206K +$206K +353 New
SDJVC
3263
St. Denis J. Villere & Co
Louisiana
$205K +$205K +351 New
WCWM
3264
Wooster Corthell Wealth Management
Connecticut
$205K +$205K +350 New
EAM
3265
Empirical Asset Management
Massachusetts
$204K +$951 +87 +0.5%
SC
3266
Saiph Capital
New Jersey
$204K +$204K +349 New
CICI
3267
Capital Investment Counsel Inc
North Carolina
$204K +$204K +349 New
CCP
3268
Clarkston Capital Partners
Michigan
$203K +$203K +348 New
MAG
3269
Mayfair Advisory Group
Alabama
$203K +$203K +344 New
PWP
3270
Perfromance Wealth Partners
Illinois
$201K +$201K +343 New
DCBT
3271
Dakota Community Bank & Trust
North Dakota
$195K – – –
NFA
3272
Northwest Financial Advisors
Virginia
$194K +$194K +332 New
PWMG
3273
Private Wealth Management Group
New Jersey
$194K -$2.92K -5 -1%
PA
3274
PSI Advisors
Florida
$193K -$14K -24 -7%
PP
3275
Pingora Partners
Wyoming
$187K -$32.2K -55 -15%
129 130
131
132 133