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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 %
Rafferty Asset Management
401
Rafferty Asset Management
New York
$54.8M -$3.76M -6,439 -6%
UB
402
UMB Bank
Missouri
$54.6M +$6.11M +10,454 +13%
SCM
403
Silvant Capital Management
Georgia
$53.9M -$322K -551 -0.6%
RMDI
404
R.M. Davis Inc
Maine
$53.5M -$830K -1,419 -2%
UM
405
UniSuper Management
Australia
$52.7M -$89.5K -153 -0.2%
WT
406
Whittier Trust
California
$52.6M +$301K +515 +0.6%
BCI
407
Brinker Capital Investments
Pennsylvania
$52.5M -$3.27M -5,588 -6%
OPS
408
Orion Portfolio Solutions
Nebraska
$52.5M -$3.27M -5,588 -6%
PIM
409
Provident Investment Management
Michigan
$51.7M -$372K -637 -0.7%
OAM
410
Oppenheimer Asset Management
New York
$51.4M -$1.15M -1,961 -2%
EMPI
411
Elo Mutual Pension Insurance
Finland
$51.1M +$2.67M +4,571 +6%
APM
412
Avidity Partners Management
Texas
$51.1M +$51.1M +87,400 New
HFS
413
Hantz Financial Services
Michigan
$51M +$3.79M +6,478 +8%
SBH
414
Segall Bryant & Hamill
Illinois
$51M +$17.7M +30,340 +53%
CRC
415
Curi RMB Capital
Illinois
$50.9M -$792K -1,355 -2%
AI
416
Atria Investments
North Carolina
$50.7M +$1.03M +1,765 +2%
TMAM
417
Tokio Marine Asset Management
Japan
$50.7M -$568K -971 -1%
EWA
418
EP Wealth Advisors
California
$50.7M +$1.75M +2,999 +4%
ACI
419
Alpha Cubed Investments
California
$50.3M -$256K -438 -0.5%
TC
420
TownSquare Capital
Utah
$50.2M +$1.61M +2,746 +3%
OWP
421
Obermeyer Wealth Partners
Colorado
$50.1M -$1.21M -2,076 -2%
MAM
422
Martingale Asset Management
Massachusetts
$49.8M -$9.06M -15,493 -15%
AAMU
423
AEGON Asset Management (UK)
United Kingdom
$49.3M +$449K +769 +0.9%
DLA
424
Douglas Lane & Associates
New York
$48.7M -$176K -301 -0.4%
CCM
425
Chilton Capital Management
Texas
$48.3M -$1.04M -1,784 -2%
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