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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
+$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 %
MSRPS
526
Maryland State Retirement & Pension System
Maryland
$31M -$11M -18,747 -26%
A
527
Allianz
Germany
$30.9M +$3.01M +5,144 +11%
BCP
528
Blue Chip Partners
Michigan
$30.8M -$80.1K -137 -0.3%
DOA
529
D'Orazio & Associates
Virginia
$30.6M +$163K +278 +0.5%
MGP
530
Metis Global Partners
California
$30.5M -$51.5K -88 -0.2%
CSIC
531
Clifford Swan Investment Counsel
California
$30.4M +$1.05M +1,794 +4%
RIM
532
Rakuten Investment Management
Japan
$30.4M +$7.6M +13,056 +33%
WJWM
533
Williams Jones Wealth Management
New York
$30.4M -$389K -665 -1%
LSERS
534
Louisiana State Employees Retirement System
Louisiana
$30.4M -$58.5K -100 -0.2%
BPWM
535
Badgley Phelps Wealth Managers
Washington
$30.4M -$1.18M -2,018 -4%
HTHT
536
Hemenway Trust Hemenway Trust
New Hampshire
$30.4M +$679K +1,161 +2%
KCM
537
Kennedy Capital Management
Missouri
$30.3M +$4.49M +7,671 +17%
CWM
538
Congress Wealth Management
Massachusetts
$30.3M +$4.88M +8,345 +19%
FNBT
539
FineMark National Bank & Trust
Florida
$30.2M +$1.08M +1,846 +4%
VLKIM
540
Van Lanschot Kempen Investment Management
Netherlands
$30.1M +$535K +915 +2%
OCM
541
Osterweis Capital Management
California
$30.1M +$197K +337 +0.7%
TRCT
542
Tower Research Capital (TRC)
New York
$30.1M -$1.25M -2,144 -4%
SFM
543
Stack Financial Management
Montana
$30.1M +$87.7K +150 +0.3%
SCA
544
Snowden Capital Advisors
New York
$30.1M +$896K +1,532 +3%
DSA
545
Davis Selected Advisers
Arizona
$29.9M -$22.9M -39,161 -43%
SAM
546
Securian Asset Management
Minnesota
$29.9M -$1.08M -1,850 -3%
HWM
547
HB Wealth Management
Georgia
$29.8M +$811K +1,387 +3%
EHI
548
Eagle Health Investments
Connecticut
$29.6M -$21.2M -36,200 -42%
GC
549
Guardian Capital
Ontario, Canada
$29.6M -$22.2K -38 -0.1%
CIP
550
Chartwell Investment Partners
Pennsylvania
$29.5M -$5.77M -9,867 -16%
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