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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 %
LGWM
751
Litman Gregory Wealth Management
California
$15.3M -$227K -389 -1%
JCM
752
Janney Capital Management
Pennsylvania
$15.2M +$125K +214 +0.8%
AAMU
753
APG Asset Management US
New York
$15.1M -$190M -326,074 -93%
CLA
754
Carnegie Lake Advisors
New Jersey
$15.1M +$15.1M +25,846 New
CSPIA
755
Cary Street Partners Investment Advisory
Virginia
$15M +$431K +738 +3%
BCP
756
BlackBarn Capital Partners
New York
$15M -$3.68M -6,300 -20%
BFG
757
Bleakley Financial Group
New Jersey
$15M -$7.36M -12,586 -33%
CIA
758
Covington Investment Advisors
Pennsylvania
$15M +$29.2K +50 +0.2%
HCA
759
Hyperion Capital Advisors
New York
$15M -$457K -781 -3%
NPPM
760
North Point Portfolio Managers
Ohio
$15M -$143K -245 -0.9%
AC
761
Addenda Capital
Quebec, Canada
$15M -$7.02K -12 -0%
PJSIMP
762
P.J. Schmidt Investment Management (PJS)
Wisconsin
$14.9M -$356K -609 -2%
Walleye Capital
763
Walleye Capital
New York
$14.8M +$223K +381 +2%
KFS
764
Kurt F. Somerville
$14.8M +$59.6K +102 +0.4%
SLI
765
Sumitomo Life Insurance
Japan
$14.7M +$2.43M +4,157 +20%
MC
766
Muhlenkamp & Co
Pennsylvania
$14.7M -$4.09K -7 -0%
BP
767
BNP Paribas
France
$14.7M -$371K -635 -2%
LOM
768
LTS One Management
New York
$14.7M +$14.7M +25,070 New
1CP
769
11 Capital Partners
Connecticut
$14.6M -$6.58M -11,250 -31%
SFA
770
Sequoia Financial Advisors
Ohio
$14.6M +$1.76M +3,006 +14%
Connor, Clark & Lunn Investment Management (CC&L)
771
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$14.5M -$30.2M -51,673 -68%
LOPW
772
Live Oak Private Wealth
North Carolina
$14.5M -$160K -274 -1%
FNFDCM
773
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$14.5M +$168K +287 +1%
AMI
774
Amica Mutual Insurance
Rhode Island
$14.5M -$955K -1,633 -6%
RC
775
Roundview Capital
New Jersey
$14.4M -$62K -106 -0.4%
29 30
31
32 33