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UnitedHealth
UNH

Overview Fund Activity

3,438 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
3,438
Holders Change
+68
Holders Change %
+2.02%
% of All Funds
49.73%
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
+$1.17B
3
Capital International Investors
Capital International Investors
California
+$813M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$703M
5
DZ Bank
DZ Bank
Germany
+$670M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.04B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$596M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$583M
4
Millennium Management
Millennium Management
New York
-$566M
5
Amundi
Amundi
France
-$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
476
Auxier Asset Management
Oregon
$38.9M -$19.9K -34 -0.1%
IC
477
IEQ Capital
California
$38.7M +$2.07M +3,548 +6%
BF
478
BOK Financial
Oklahoma
$38.5M -$742K -1,252 -2%
LA
479
LBP AM
France
$38.4M +$2.5M +4,272 +7%
PAM
480
Palisade Asset Management
Minnesota
$38.2M -$305K -521 -0.8%
EI
481
Ethic Inc
New York
$38.1M -$788K -1,592 -2%
PCIA
482
Prime Capital Investment Advisors
Kansas
$38M -$1.11M -1,902 -3%
P
483
&Partners
Tennessee
$37.9M +$22.3M +38,209 +144%
ATI
484
Act Two Investors
California
$37.8M -$598K -1,022 -2%
KRS
485
Kentucky Retirement Systems
Kentucky
$37.6M -$2.94M -5,027 -7%
AC
486
AltraVue Capital
Washington
$37.5M – – –
ICP
487
Ironvine Capital Partners
Nebraska
$37.3M +$87.7K +150 +0.2%
HJGA
488
Hardman Johnston Global Advisors
Connecticut
$37.2M -$2.7M -4,624 -7%
BPA
489
Beacon Pointe Advisors
California
$37M -$98.2K -168 -0.3%
AIM
490
Artemis Investment Management
United Kingdom
$36.5M -$2.94M -5,028 -7%
ACA
491
Aptus Capital Advisors
Alabama
$36.4M +$5.46M +9,330 +18%
FMII
492
Farmers & Merchants Investments Inc
Nebraska
$36.3M -$718K -1,228 -2%
LOAME
493
Lombard Odier Asset Management (Europe)
United Kingdom
$36.2M -$3.81M -6,518 -10%
ST
494
Sabal Trust
Florida
$35.9M -$460K -786 -1%
AAP
495
Aristotle Atlantic Partners
Florida
$35.9M +$6.11M +10,452 +20%
QI
496
QV Investors
Alberta, Canada
$35.9M -$2.96M -5,060 -8%
CP
497
Cumberland Partners
Ontario, Canada
$35.7M +$5.68M +9,718 +19%
GGS
498
Galvin Gaustad & Stein
Arizona
$35.6M -$4.09M -6,996 -10%
FBB
499
Fulton Breakefield Broenniman
Maryland
$35.2M -$1.27M -2,170 -3%
WP
500
Wedgewood Partners
Missouri
$35.2M -$536K -885 -2%
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