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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 %
MWM
3526
Maripau Wealth Management
Indiana
– -$315K -619 Closed
WF
3527
Wayfinding Financial
Washington
– -$312K -612 Closed
BIM
3528
Bullseye Investment Management
Ohio
– -$337K -587 Closed
NA
3529
Nordwand Advisors
Pennsylvania
– -$285K -560 Closed
BAM
3530
Blueshift Asset Management
New Jersey
– -$285K -559 Closed
AWM
3531
Alterna Wealth Management
Texas
– -$283K -556 Closed
LA
3532
Lane & Associates
New Jersey
– -$274K -539 Closed
SSW
3533
Smith Shellnut Wilson
Mississippi
– -$273K -536 Closed
RFG
3534
Range Financial Group
Oregon
– -$273K -536 Closed
FHWM
3535
Fox Hill Wealth Management
Massachusetts
– -$265K -520 Closed
A
3536
AJOVista
Massachusetts
– -$262K -514 Closed
VCG
3537
Vantage Consulting Group
Virginia
– -$257K -505 Closed
DM
3538
Deerfield Management
New York
– -$250K -490 Closed
PSC
3539
Portman Square Capital
United Kingdom
– -$234K -459 Closed
WG
3540
Winton Group
United Kingdom
– -$228K -447 Closed
CISOA
3541
Capital Investment Services of America
Wisconsin
– -$226K -444 Closed
AFP
3542
Alpha Financial Partners
Kentucky
– -$218K -428 Closed
CBFP
3543
Cedar Brook Financial Partners
Ohio
– -$217K -427 Closed
TH
3544
Team Hewins
California
– -$217K -427 Closed
DTL
3545
Dynamic Technology Lab
Singapore
– -$215K -421 Closed
VWM
3546
Vivid Wealth Management
Iowa
– -$214K -420 Closed
PM
3547
Phraction Management
Connecticut
– -$211K -414 Closed
FNWA
3548
Financial Network Wealth Advisors
Utah
– -$209K -409 Closed
TCOO
3549
Trust Company of Oklahoma
Oklahoma
– -$200K -393 Closed
MS
3550
Mizuho Securities
Japan
– -$173K -340 Closed
139 140 141
142
143