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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 %
SWM
701
Segment Wealth Management
Texas
$17.7M +$22.8K +39 +0.1%
CIS
702
Capital International Sarl
California
$17.6M +$3.43M +5,875 +24%
CIA
703
CCM Investment Advisers
South Carolina
$17.6M -$112K -191 -0.6%
SCM
704
Shelton Capital Management
Colorado
$17.6M -$2.9M -4,959 -14%
BRCM
705
Bright Rock Capital Management
Massachusetts
$17.5M – – –
MG
706
Meritage Group
California
$17.5M +$17.5M +30,000 New
AWM
707
Apollon Wealth Management
South Carolina
$17.4M -$1.36M -2,330 -7%
GL
708
Governors Lane
New York
$17.1M +$2.51M +4,300 +17%
KWMG
709
King Wealth Management Group
Florida
$17.1M +$31.6K +54 +0.2%
NMIMC
710
Northwestern Mutual Investment Management Company
Wisconsin
$17.1M -$13.4K -23 -0.1%
SFI
711
Siemens Fonds Invest
Germany
$17.1M -$46.1K -83 -0.3%
APF
712
Alaska Permanent Fund
Alaska
$17.1M – – –
KCM
713
Kornitzer Capital Management
Kansas
$17M -$786K -1,345 -4%
CHCM
714
Columbus Hill Capital Management
New Jersey
$17M – – –
TBA
715
Tower Bridge Advisors
Pennsylvania
$17M -$99.4K -170 -0.6%
VWM
716
Venturi Wealth Management
Texas
$16.9M +$1.25M +2,138 +8%
WSFS
717
Wilmington Savings Fund Society
Delaware
$16.9M +$11.4M +19,566 +210%
CWP
718
Cyndeo Wealth Partners
Florida
$16.9M +$1.73M +2,957 +11%
OMC
719
Overbrook Management Corp
New York
$16.9M -$556K -951 -3%
CFM
720
Coronation Fund Managers
South Africa
$16.8M -$10.2M -17,468 -38%
MWM
721
Moran Wealth Management
Florida
$16.8M -$265K -454 -2%
MC
722
Middleton & Co
Massachusetts
$16.7M -$52K -89 -0.3%
DWM
723
Dakota Wealth Management
Florida
$16.6M +$487K +833 +3%
PIM
724
Penobscot Investment Management
Massachusetts
$16.5M +$164K +280 +1%
SCI
725
S&CO Inc
Massachusetts
$16.4M -$699K -1,195 -4%
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