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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 %
ACM
3401
Anfield Capital Management
California
$23.4K +$8.77K +15 +60%
JFG
3402
JDM Financial Group
Texas
$21.6K +$6.43K +11 +42%
IA
3403
IFS Advisors
Kansas
$19.7K – – –
DP
3404
Denver PWM
Colorado
$15.8K – – –
EFMH
3405
E Fund Management (HK)
Hong Kong
$15K +$15K +26 New
NI
3406
NCP Inc
California
$15K -$11.5K -20 -43%
WFG
3407
Wormser Freres Gestion
France
$14.6K – – –
ATC
3408
Advantage Trust Company
Kansas
$14.6K – – –
PIS
3409
POM Investment Strategies
North Carolina
$14K -$9.94K -17 -41%
CMBA
3410
C.M. Bidwell & Associates
Hawaii
$14K +$4.68K +8 +50%
PS
3411
PayPay Securities
Japan
$13.4K +$4.68K +8 +53%
PWM
3412
Partnership Wealth Management
Maryland
$12.9K – – –
ETS
3413
ESL Trust Services
New York
$12.9K -$25.7K -44 -67%
NAAA
3414
New Age Alpha Advisors
New York
$12.3K – – –
4FG
3415
4Thought Financial Group
New York
$11.7K – – –
SC
3416
Stephens Consulting
Michigan
$11.7K – – –
AIM
3417
Arcadia Investment Management
Michigan
$11.7K +$11.7K +20 New
WCM
3418
Westend Capital Management
California
$11.1K – – –
SA
3419
SRH Advisors
Kansas
$10.5K – – –
GAG
3420
Goodman Advisory Group
Massachusetts
$10.5K – – –
LIM
3421
Longfellow Investment Management
Massachusetts
$10.5K – – –
CJH
3422
Christopher J. Hasenberg
Wisconsin
$9.89K – – –
HFS
3423
HBC Financial Services
Washington
$9K +$4.77K +9 +113%
PPWM
3424
PFG Private Wealth Management
Florida
$6.43K – – –
FIA
3425
FPC Investment Advisory
California
$6.42K – – –
135 136
137
138 139