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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 %
ACA
601
Anchor Capital Advisors
Massachusetts
$24.2M +$8.87M +15,177 +58%
AAM
602
Advisors Asset Management
Colorado
$24M -$471K -805 -2%
FCBT
603
First Citizens Bank & Trust
North Carolina
$24M -$944K -1,615 -4%
GVAG
604
Great Valley Advisor Group
Delaware
$23.9M +$324K +555 +1%
CTA
605
Colonial Trust Advisors
South Carolina
$23.9M +$289K +494 +1%
FNT
606
First National Trust
Pennsylvania
$23.9M -$505K -864 -2%
AAF
607
Andra AP-fonden
Sweden
$23.8M -$7.19M -12,300 -23%
TAM
608
Trillium Asset Management
Massachusetts
$23.7M +$202K +345 +0.9%
NTIC
609
Napean Trading & Investment Company
Singapore
$23.5M – – –
CWM
610
Calamos Wealth Management
Illinois
$23.4M -$2.24M -3,839 -9%
OCBCO
611
Oversea-Chinese Banking Corp (OCBC)
Singapore
$23.3M -$888K -1,520 -4%
WAS
612
Wesleyan Assurance Society
United Kingdom
$23.3M – – –
ORI
613
Oak Ridge Investments
Illinois
$23.2M +$1.56M +2,669 +7%
PP
614
Patten & Patten
Tennessee
$23M -$415K -709 -2%
CAM
615
Congress Asset Management
Massachusetts
$22.9M -$4.86M -8,312 -18%
NIM
616
NEOS Investment Management
Connecticut
$22.8M +$2.82M +4,817 +14%
VIM
617
Vinva Investment Management
Australia
$22.7M +$1.37M +2,358 +6%
MYAM
618
Meiji Yasuda Asset Management
Japan
$22.7M -$68.4K -117 -0.3%
BRWA
619
B. Riley Wealth Advisors
Florida
$22.5M -$2.42M -4,115 -10%
BMCM
620
Bryn Mawr Capital Management
Pennsylvania
$22.4M -$904K -1,546 -4%
CL
621
CIM LLC
New York
$22.3M -$8.19K -14 -0%
IAA
622
Independent Advisor Alliance
North Carolina
$22.3M -$624K -1,067 -3%
FFB
623
First Financial Bankshares
Texas
$22.3M -$33.3K -57 -0.1%
PCA
624
Private Capital Advisors
Connecticut
$22.3M -$244K -417 -1%
UH
625
Unigestion Holding
Switzerland
$22.2M -$24M -41,121 -52%
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