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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 %
MAM
626
Madison Asset Management
Wisconsin
$22.2M -$346K -591 -2%
SIC
627
Salem Investment Counselors
North Carolina
$22.1M -$1.04M -1,780 -4%
AP
628
Appleton Partners
Massachusetts
$22M -$600K -1,026 -3%
AWS
629
Atria Wealth Solutions
New York
$22M -$2.21M -3,774 -9%
VCM
630
Violich Capital Management
California
$21.9M +$181K +310 +0.8%
EOJOAM
631
E. Ohman J:or Asset Management
Sweden
$21.9M -$1.46M -2,500 -6%
HIP
632
HUB Investment Partners
Texas
$21.9M +$655K +1,120 +3%
JA
633
JLB & Associates
Michigan
$21.8M -$382K -653 -2%
BCV
634
Banque Cantonale Vaudoise
Switzerland
$21.5M -$4.4M -7,523 -17%
MIM
635
Marco Investment Management
Georgia
$21.4M +$70.2K +120 +0.3%
PA
636
Parallel Advisors
California
$21.4M +$795K +1,360 +4%
MWM
637
Modera Wealth Management
New Jersey
$21.4M +$150K +257 +0.7%
PA
638
Pinnacle Associates
New York
$21.3M +$1.78M +3,380 +9%
LFM
639
LGT Fund Management
Liechtenstein
$21.3M -$204K -345 -1%
NWM
640
Nicola Wealth Management
British Columbia, Canada
$21.3M +$3.51M +6,000 +20%
PCM
641
Parsifal Capital Management
Connecticut
$21.2M +$21.2M +36,200 New
FGP
642
Foyston, Gordon, & Payne
Ontario, Canada
$21.2M -$2.29M -3,911 -10%
WAM
643
Wallington Asset Management
Indiana
$21.1M +$926K +1,583 +5%
AFG
644
Albion Financial Group
Utah
$21.1M +$408K +697 +2%
CL
645
Choreo LLC
Illinois
$21M +$1.9M +3,263 +10%
ATPW
646
Ashton Thomas Private Wealth
Arizona
$21M +$157K +269 +0.8%
EGA
647
Eagle Global Advisors
Texas
$21M -$95.9K -164 -0.5%
TCOV
648
Trust Company of Vermont
Vermont
$20.9M +$1.04M +1,779 +5%
HP
649
HealthInvest Partners
Sweden
$20.8M +$2.23M +3,810 +12%
TI
650
Tidal Investments
Wisconsin
$20.7M +$2.33M +3,993 +13%
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