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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 %
CAS
651
Coppell Advisory Solutions
Texas
$20.4M +$19.6M +33,739 +2,431%
BCM
652
Bridgeway Capital Management
Texas
$20.4M -$1.31M -2,235 -6%
SCA
653
Stillwater Capital Advisors
Pennsylvania
$20.4M -$224K -383 -1%
FCH
654
Freestone Capital Holdings
Washington
$20.4M -$381K -652 -2%
HIA
655
Harbor Investment Advisory
Maryland
$20.4M -$486K -831 -2%
FMC
656
First Merchants Corp
Indiana
$20.2M +$190K +325 +1%
KPWS
657
Kestra Private Wealth Services
Texas
$20.2M +$734K +1,255 +4%
BWP
658
Barlow Wealth Partners
Kentucky
$20.1M +$296K +507 +1%
TW
659
Trajan Wealth
Arizona
$20.1M -$11.3M -19,245 -36%
GAB
660
German American Bancorp
Indiana
$19.9M +$1.2M +2,060 +6%
GBA
661
Garrison Bradford & Associates
New York
$19.9M -$3.66M -6,257 -16%
GF
662
Gabelli Funds
New York
$19.9M -$3.5M -5,980 -15%
LI
663
LMCG Investments
Massachusetts
$19.9M +$952K +1,629 +5%
OCAM
664
Onex Canada Asset Management
Ontario, Canada
$19.8M -$3.82M -6,449 -16%
BBA
665
Baader Bank Aktiengesellschaft
Germany
$19.8M +$2.22M +3,827 +13%
CLOS
666
Compagnie Lombard Odier SCmA
Switzerland
$19.8M +$2.34M +4,005 +13%
AAIS
667
ABN AMRO Investment Solutions
$19.6M -$137K -234 -0.7%
WBC
668
Westpac Banking Corp
Australia
$19.5M +$899K +1,537 +5%
HCM
669
Hutchinson Capital Management
California
$19.5M -$205K -351 -1%
ATC
670
Argent Trust Co
Tennessee
$19.4M -$274K -469 -1%
MSE
671
MUFG Securities EMEA
United Kingdom
$19.3M +$585 +1 +0%
LFAS
672
Level Four Advisory Services
Texas
$19.3M -$280K -496 -1%
GH
673
GAM Holding
Switzerland
$19.2M +$3.24M +5,537 +20%
ADEF
674
Adams Diversified Equity Fund
Maryland
$18.9M -$1.46M -2,500 -7%
UF
675
Univest Financial
Pennsylvania
$18.9M +$13.9M +23,797 +278%
25 26
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