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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
1
GQG Partners
Florida
$2.17B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$15.4B
3
Capital International Investors
3
Capital International Investors
California
$8.6B
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$2.53B
5
DZ Bank
5
DZ Bank
Germany
$2.97B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$15.3B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$14.5B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$14.6B
4
Millennium Management
4
Millennium Management
New York
$149M
5
Amundi
5
Amundi
France
$1.79B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
3376
Cranbrook Wealth Management
Michigan
$42.7K +$7.6K +13 +22%
CWM
3377
CarsonAllaria Wealth Management
Illinois
$42.1K – – –
SR
3378
Syntax Research
Florida
$41.5K +$2.34K +4 +6%
O
3379
Ossiam
France
$41.5K -$11M -18,792 -100%
TAM
3380
Tucker Asset Management
Colorado
$38.6K – – –
SRCM
3381
Signature Resources Capital Management
California
$36.8K – – –
NCM
3382
Northwest Capital Management
Oregon
$36.3K – – –
SCA
3383
Stuart Chaussee & Associates
California
$35.7K – – –
BFA
3384
BBJS Financial Advisors
Washington
$35.1K – – –
BGA
3385
Battery Global Advisors
Massachusetts
$33.6K +$33.6K +57 New
LFASL
3386
Lugano Financial Advisors SA (LFA)
Switzerland
$33.3K +$33.3K +57 New
DMKJ
3387
David M. Knott Jr
$33K – – –
WFA
3388
West Financial Advisors
Iowa
$32.2K +$32.2K +55 New
CFS
3389
CGC Financial Services
Oregon
$32.2K – – –
GWSA
3390
Global Wealth Strategies & Associates
Colorado
$31K +$18.7K +32 +152%
PK
3391
Pflug Koory
Nebraska
$30.4K +$30.4K +52 New
LFA
3392
Legend Financial Advisors
Pennsylvania
$29.8K -$42.7K -73 -59%
JSP
3393
Jackson Square Partners
California
$29.2K -$22.2K -38 -43%
OBWP
3394
O'Brien Wealth Partners
Massachusetts
$29.2K -$4.09K -7 -12%
KSWA
3395
Kathleen S. Wright Associates
Pennsylvania
$27.5K +$27.5K +47 New
LAM
3396
Lummis Asset Management
Texas
$26.9K – – –
GGI
3397
Godsey & Gibb Inc
Virginia
$25.1K -$6.43K -11 -20%
TC
3398
Tacita Capital
Ontario, Canada
$24.6K – – –
RF
3399
Robbins Farley
New Hampshire
$23.4K -$1.17K -2 -5%
DF
3400
DecisionPoint Financial
Arizona
$23.4K – – –
134 135
136
137 138