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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 %
GKIM
376
GW&K Investment Management
Massachusetts
$63.9M -$374K -639 -0.6%
AssetMark Inc
377
AssetMark Inc
California
$62.9M +$4.86M +8,314 +8%
Envestnet Portfolio Solutions
378
Envestnet Portfolio Solutions
Illinois
$62.7M -$2.5M -4,282 -4%
CFB
379
Cullen/Frost Bankers
Texas
$62.7M -$83K -142 -0.1%
WFMPM
380
Woodley Farra Manion Portfolio Management
Indiana
$62.6M +$385K +659 +0.6%
YCM
381
Yousif Capital Management
Michigan
$62.5M -$806K -1,378 -1%
MIS
382
Morningstar Investment Services
Illinois
$62.5M -$589K -1,012 -0.9%
DCM
383
Donaldson Capital Management
Indiana
$62.5M +$1.74M +2,973 +3%
FLII
384
First Long Island Investors
New York
$62.2M +$264K +452 +0.4%
AAB
385
ABN AMRO Bank
Netherlands
$61.4M +$2.25M +3,878 +4%
VPIM
386
Vanguard Personalized Indexing Management
California
$59.4M +$10.3M +17,687 +21%
SCM
387
Steadfast Capital Management
New York
$59.1M -$157M -268,200 -73%
QCM
388
Quantinno Capital Management
New York
$58.7M +$9.69M +16,576 +20%
PFM
389
Premier Fund Managers
United Kingdom
$58.2M -$5.82M -10,000 -9%
Carson Wealth (CWM LLC)
390
Carson Wealth (CWM LLC)
Nebraska
$58M +$295K +504 +0.5%
GC
391
Guggenheim Capital
Illinois
$57.9M -$1.06M -1,811 -2%
NEI
392
Northwest & Ethical Investments
Ontario, Canada
$57.1M +$1.78M +3,049 +3%
Mirae Asset Global Investments
393
Mirae Asset Global Investments
South Korea
$57.1M +$9.62M +17,460 +20%
CPSAC
394
Chas P. Smith & Associates (CPS)
Florida
$56.9M -$1.75M -2,988 -3%
NIG
395
NFJ Investment Group
Texas
$56.4M +$44.4M +75,906 +369%
AM
396
AGF Management
Ontario, Canada
$56.2M -$47.6M -81,375 -46%
GI
397
Gradient Investments
Minnesota
$56M -$2.72M -4,650 -5%
ACM
398
Advisors Capital Management
New Jersey
$55.7M +$101K +173 +0.2%
QPBE
399
Quintet Private Bank (Europe)
Luxembourg
$55.4M +$6.56M +11,215 +13%
KAS
400
Kestra Advisory Services
Texas
$54.9M -$4.39M -7,505 -7%
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