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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 %
CA
551
Cornerstone Advisors
North Carolina
$29.5M +$1.46M +2,500 +5%
CCM
552
Cohen Capital Management
California
$29.4M +$93.5K +160 +0.3%
SF
553
Synovus Financial
Georgia
$29.3M -$274K -468 -0.9%
MCM
554
Mill Capital Management
North Carolina
$29.1M +$31K +53 +0.1%
WB
555
WesBanco Bank
West Virginia
$28.9M -$2.26M -3,863 -7%
MPWT
556
MassMutual Private Wealth & Trust
Connecticut
$28.8M +$464K +793 +2%
NB
557
Norinchukin Bank
Japan
$28.8M +$3.63M +6,203 +14%
CIC
558
Chilton Investment Company
Connecticut
$28.8M -$689K -1,178 -2%
MPM
559
MBB Public Markets
Illinois
$28.6M -$57M -97,513 -67%
FIA
560
Foundations Investment Advisors
Arizona
$28.2M +$2.69M +4,597 +11%
MFIM
561
Mesirow Financial Investment Management
Illinois
$28.1M +$368K +629 +1%
GT
562
Glenview Trust
Kentucky
$27.9M +$2.57M +4,391 +10%
MYLI
563
Meiji Yasuda Life Insurance
Japan
$27.9M -$1.69M -2,883 -6%
Jones Financial Companies
564
Jones Financial Companies
Missouri
$27.7M +$7.26M +12,449 +35%
LMIM
565
Lockheed Martin Investment Management
Maryland
$27.6M +$4.36M +7,460 +19%
NW
566
NewEdge Wealth
Pennsylvania
$27.6M +$5.64M +9,638 +26%
Kayne Anderson Rudnick Investment Management
567
Kayne Anderson Rudnick Investment Management
California
$27.3M -$5.01M -8,567 -16%
FFN
568
Focus Financial Network
Minnesota
$27.1M -$830K -1,420 -3%
NCM
569
Novare Capital Management
North Carolina
$27M -$9.36K -16 -0%
BSA
570
Braun Stacey Associates
New York
$26.9M +$1.52M +2,599 +6%
CA
571
Clearstead Advisors
Ohio
$26.9M +$1.89M +3,225 +8%
CC
572
Centiva Capital
New York
$26.4M +$23.6M +40,404 +847%
NMERB
573
New Mexico Educational Retirement Board
New Mexico
$26.3M -$935K -1,600 -3%
DWT
574
Dorsey & Whitney Trust
South Dakota
$26.3M +$2.47M +4,218 +10%
BEI
575
Benjamin Edwards Inc
Missouri
$26.1M +$24.2M +41,308 +1,275%
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