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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 %
DADC
576
D.A. Davidson & Co
Montana
$26M +$622K +1,064 +2%
WTC
577
WhitTier Trust Company
Nevada
$25.9M +$82.4K +141 +0.3%
AL
578
Arnhold LLC
New York
$25.7M -$50.9K -87 -0.2%
GIM
579
Generate Investment Management
New Zealand
$25.7M -$13.3M -22,820 -34%
DIA
580
Dana Investment Advisors
Wisconsin
$25.6M -$1.6M -2,730 -6%
DT
581
Diversified Trust
Tennessee
$25.5M +$685K +1,172 +3%
CA
582
Callahan Advisors
Texas
$25.5M -$324K -555 -1%
CIA
583
Choate Investment Advisors
Massachusetts
$25.3M +$5.73M +9,792 +29%
CFG
584
Citizens Financial Group
Rhode Island
$25.2M +$1.52M +2,600 +6%
BC
585
Burney Company
Virginia
$25.1M -$538K -920 -2%
NCM
586
Narwhal Capital Management
Georgia
$25.1M -$1.64M -2,807 -6%
CCM
587
Copeland Capital Management
Pennsylvania
$25M -$1.02M -1,739 -4%
PAI
588
Pittenger & Anderson Inc
Nebraska
$24.8M +$367K +628 +1%
SI
589
Stephens Inc
Arkansas
$24.8M +$307K +525 +1%
TTWM
590
TCV Trust & Wealth Management
Virginia
$24.8M -$543K -928 -2%
BCP
591
BSN Capital Partners
United Kingdom
$24.7M +$24.7M +48,520 New
AAS
592
Annex Advisory Services
Wisconsin
$24.5M +$649K +1,110 +3%
PF
593
Phoenix Financial
Israel
$24.4M -$750K -1,283 -3%
SMFG
594
Sumitomo Mitsui Financial Group
Japan
$24.4M +$784K +1,341 +3%
RRAM
595
River Road Asset Management
Kentucky
$24.4M -$32M -54,666 -57%
HI
596
Hendershot Investments
Virginia
$24.3M +$184K +315 +0.8%
WIA
597
World Investment Advisors
California
$24.3M +$17.1M +29,324 +239%
ECM
598
ExodusPoint Capital Management
New York
$24.3M -$9.85M -16,845 -29%
MFAM
599
Motley Fool Asset Management
Virginia
$24.3M +$845K +1,449 +4%
FAB
600
First American Bank
Illinois
$24.2M -$377K -644 -2%
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