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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
$15.4B
3
Capital International Investors
Capital International Investors
California
$8.6B
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$2.53B
5
DZ Bank
DZ Bank
Germany
$2.97B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$15.3B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$14.5B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$14.6B
4
Millennium Management
Millennium Management
New York
$149M
5
Amundi
Amundi
France
$1.79B
Name Holding Trade Value Shares
Change 		Shares
Change %
EPW
3326
Evergreen Private Wealth
Colorado
$97.1K – – –
CCMI
3327
Creative Capital Management Investments
California
$93.5K – – –
GG
3328
Gleason Group
Kentucky
$93.1K – – –
CPA
3329
Capital Performance Advisors
California
$90.6K +$90.6K +155 New
BHWM
3330
Bay Harbor Wealth Management
Maryland
$90K -$4.09K -7 -4%
W
3331
WealthCollab
Washington
$88.9K – – –
IIL
3332
Insight Inv LLC
California
$88.3K +$88.3K +151 New
PFG
3333
Peterson Financial Group
Iowa
$87.7K +$87.7K +150 New
CWM
3334
Compass Wealth Management
Connecticut
$87.7K -$40.3K -69 -32%
HC
3335
Hoese & Co
Minnesota
$87.7K – – –
RBC
3336
Roble Belko & Company
Pennsylvania
$85K – – –
PPA
3337
Painted Porch Advisors
California
$84.8K -$84.2K -144 -50%
TCM
3338
TruNorth Capital Management
Michigan
$82.4K +$14.6K +25 +22%
CHA
3339
Carmichael Hill & Associates
Maryland
$79.5K +$17.5K +30 +28%
RS
3340
Rakuten Securities
Japan
$79.5K -$2.92K -5 -4%
NMG
3341
New Millennium Group
Utah
$78.8K – – –
IWP
3342
IAG Wealth Partners
Wisconsin
$76.6K -$13.4K -23 -15%
GWM
3343
Guardian Wealth Management
Illinois
$75.4K – – –
AFS
3344
Annapolis Financial Services
Maryland
$74.7K +$4.67K +8 +7%
JEST
3345
JTC Employer Solutions Trustee
Jersey
$73K – – –
DFA
3346
DHJJ Financial Advisors
Illinois
$73K -$11.7K -20 -14%
TLA
3347
Tanglewood Legacy Advisors
Texas
$71.3K – – –
BAM
3348
Bellevue Asset Management
Washington
$71.3K – – –
OAJ
3349
Ogorek Anthony Joseph
New York
$71K – – –
RI
3350
Ridgewood Investments
New Jersey
$70.5K -$2.33K -4 -3%
132 133
134
135 136