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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 %
CCM
726
Carlson Capital Management
Minnesota
$16.3M -$221K -378 -1%
MSFP
727
Mark Sheptoff Financial Planning
Connecticut
$16.3M -$389K -665 -2%
ERSOT
728
Employees Retirement System of Texas
Texas
$16.2M -$99.9M -170,944 -86%
CK
729
Cohen Klingenstein
New York
$16.2M – – –
VPI
730
Value Partners Investments
Manitoba, Canada
$16.2M +$8.21M +11,935 +103%
MCM
731
McRae Capital Management
New Jersey
$16.2M -$263K -450 -2%
BAM
732
Bell Asset Management
Australia
$16.1M -$16M -27,408 -50%
RIG
733
RiverFront Investment Group
Virginia
$16.1M +$1.44M +2,455 +10%
AWAG
734
ARS Wealth Advisors Group
Florida
$16.1M +$301K +515 +2%
NRS
735
Neville Rodie & Shaw
New York
$16.1M -$151K -258 -0.9%
KRSITF
736
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$16M -$1.37M -2,346 -8%
TIP
737
Torray Investment Partners
Maryland
$16M +$253K +433 +2%
AA
738
ALPS Advisors
Colorado
$15.9M -$6.81M -11,649 -30%
WP
739
Waycross Partners
Kentucky
$15.9M +$2.02M +3,449 +15%
PTB
740
Pioneer Trust Bank
Oregon
$15.8M -$371K -635 -2%
ASN
741
Advisory Services Network
Georgia
$15.8M – – –
AFG
742
Argent Financial Group
Louisiana
$15.7M +$15.7M +26,915 New
8KM
743
8 Knots Management
Texas
$15.7M +$15.7M +26,876 New
SG
744
Sienna Gestion
France
$15.7M +$3.42M +5,862 +28%
CCP
745
Caden Capital Partners
California
$15.7M -$12.1M -20,641 -43%
CCM
746
Coldstream Capital Management
Washington
$15.7M +$953K +1,627 +6%
ANBT
747
American National Bank & Trust
Texas
$15.6M -$167K -285 -1%
CIC
748
Carnegie Investment Counsel
Ohio
$15.5M +$413K +707 +3%
BWFA
749
Baltimore-Washington Financial Advisors
Maryland
$15.4M -$334K -571 -2%
SAM
750
Silvercrest Asset Management
New York
$15.3M +$476K +814 +3%
28 29
30
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