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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 %
BFG
776
Berger Financial Group
Minnesota
$14.4M +$1.78M +3,052 +14%
MAA
777
Matrix Asset Advisors
New York
$14.3M -$212K -363 -1%
BCM
778
Brookstone Capital Management
Illinois
$14.2M +$894K +1,529 +7%
HVIA
779
Hudson Valley Investment Advisors
New York
$14.1M +$2.88M +4,926 +26%
LNWWM
780
Laird Norton Wetherby Wealth Management
California
$14.1M +$3.51K +6 +0%
MG
781
Markel Group
Virginia
$14.1M +$1.9M +3,250 +16%
CAC
782
Core Alternative Capital
Georgia
$14M +$3.79M +6,489 +37%
LF
783
Longbow Finance
Switzerland
$14M -$862K -1,475 -6%
TAM
784
Tocqueville Asset Management
New York
$14M -$455K -778 -3%
LOAMS
785
Lombard Odier Asset Management (Switzerland)
Switzerland
$14M +$1.38M +2,365 +11%
IWC
786
Integrated Wealth Concepts
Massachusetts
$13.9M +$121K +207 +0.9%
BCMO
787
Buckingham Capital Management (Ohio)
Ohio
$13.9M -$979K -1,674 -7%
PS
788
Principal Securities
Iowa
$13.9M +$1.13M +1,933 +9%
AHB
789
Abner Herrman & Brock
New Jersey
$13.8M -$59.1K -101 -0.4%
SF
790
Summit Financial
New Jersey
$13.8M -$594K -1,016 -4%
NSAM
791
North Star Asset Management
Wisconsin
$13.7M +$392K +671 +3%
AIM
792
Anchor Investment Management
South Carolina
$13.6M +$660K +1,128 +5%
PIM
793
Plato Investment Management
Australia
$13.6M +$625K +1,070 +5%
MC
794
Miramar Capital
Illinois
$13.6M -$57.3K -98 -0.4%
LCM
795
Logan Capital Management
Pennsylvania
$13.6M -$572K -978 -4%
MGIA
796
Moneta Group Investment Advisors
Missouri
$13.6M -$616K -1,054 -4%
HNW
797
High Note Wealth
Minnesota
$13.5M +$52K +89 +0.4%
PGAM
798
Princeton Global Asset Management
New Jersey
$13.5M +$414K +708 +3%
SIMG
799
Sonora Investment Management Group
Arizona
$13.5M +$430K +736 +3%
LBC
800
Lowe Brockenbrough & Co
Virginia
$13.4M -$2.05M -3,512 -13%
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