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UnitedHealth
UNH

Overview Fund Activity

3,436 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, 1,413 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,436
Holders Change
+68
Holders Change %
+2.02%
% of All Funds
49.71%
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
1,413
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 %
UFF
3551
USA Financial Formulas
Michigan
– -$129K -254 Closed
SA
3552
Scarborough Advisors
Maryland
– -$118K -231 Closed
CB
3553
Chris Bulman
California
– -$82K -161 Closed
KFS
3554
Kelly Financial Services
Massachusetts
– -$67.8K -133 Closed
RWMG
3555
Redwood Wealth Management Group
New Jersey
– -$60.6K -119 Closed
KHC
3556
Koesten Hirschmann & Crabtree
Kansas
– -$49.5K -100 Closed
IRC
3557
Investors Research Corp
Georgia
– -$45.3K -89 Closed
FW
3558
Fairway Wealth
Ohio
– -$43.3K -85 Closed
QL
3559
Quarry LP
New York
– -$33.1K -65 Closed
DWA
3560
Delos Wealth Advisors
Texas
– -$30.6K -60 Closed
MIM
3561
Macroview Investment Management
Maryland
– -$27.5K -54 Closed
CCC
3562
Chelsea Counsel Company
California
– -$25.5K -50 Closed
EFP
3563
EnRich Financial Partners
Wisconsin
– -$19.4K -38 Closed
SWM
3564
Spire Wealth Management
Virginia
– -$12 -24 Closed
MSG
3565
Main Street Group
Virginia
– -$10.4K -21 Closed
DMIC
3566
Dixon Mitchell Investment Counsel
British Columbia, Canada
– -$8.66K -17 Closed
EC
3567
Elequin Capital
New York
– -$4.58K -9 Closed
AFWM
3568
Abich Financial Wealth Management
Virginia
– -$3.06K -6 Closed
TJHA
3569
Thomas J. Herzfeld Advisors
Florida
– -$1.53K -3 Closed
139 140 141 142
143