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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 %
WTB
676
Washington Trust Bank
Washington
$18.9M -$619K -1,058 -3%
BFA
677
Bragg Financial Advisors
North Carolina
$18.9M -$144K -246 -0.8%
MF
678
Magnetar Financial
Illinois
$18.8M -$74.3M -127,000 -80%
RBCM
679
Raub Brock Capital Management
California
$18.8M -$293K -501 -2%
EF
680
Empirical Finance
Pennsylvania
$18.8M +$405K +692 +2%
EF
681
Empowered Funds
Pennsylvania
$18.8M +$719K +1,229 +4%
SAM
682
Sawgrass Asset Management
Florida
$18.7M -$4.25M -7,273 -19%
CTA
683
Chesley Taft & Associates
Illinois
$18.6M -$28.1K -48 -0.2%
AHC
684
Adell Harriman & Carpenter
Texas
$18.5M +$80.1K +137 +0.4%
JFG
685
Jefferies Financial Group
New York
$18.5M -$11.7M -20,072 -39%
PIA
686
Petredis Investment Advisors
Pennsylvania
$18.4M +$56.7K +97 +0.3%
HAG
687
HighPoint Advisor Group
Illinois
$18.4M -$102K -175 -0.6%
SCA
688
Stonebridge Capital Advisors
Minnesota
$18.3M -$213K -365 -1%
MWM
689
Meridian Wealth Management
Kentucky
$18.2M +$2.11M +3,603 +13%
FFA
690
First Foundation Advisors
California
$18.1M -$2.47M -4,231 -12%
AWM
691
Axxcess Wealth Management
California
$18.1M +$80.7K +138 +0.4%
YIA
692
YHB Investment Advisors
Connecticut
$18M +$119K +203 +0.7%
PAS
693
Park Avenue Securities
New York
$17.9M -$1.74M -2,981 -9%
IMCOOI
694
Investment Management Corp of Ontario (IMCO)
Canada
$17.8M +$5.79M +9,900 +48%
MGWM
695
Marks Group Wealth Management
Minnesota
$17.8M -$63.1K -108 -0.4%
EH
696
Equitable Holdings
New York
$17.8M +$2.78M +4,763 +19%
HR
697
Howe & Rusling
New York
$17.8M -$18.1K -31 -0.1%
ELC
698
Edgar Lomax Company
Virginia
$17.7M -$292K -500 -2%
OIA
699
OneDigital Investment Advisors
Kansas
$17.7M -$2.34M -3,995 -12%
DCM
700
Dupont Capital Management
Delaware
$17.7M – – –
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