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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 %
CGH
801
Crossmark Global Holdings
Texas
$13.4M -$662K -1,132 -5%
GT
802
Greenleaf Trust
Michigan
$13.4M +$315K +539 +2%
RS
803
Robeco Schweiz
Switzerland
$13.4M – – –
LCI
804
L1 Capital International
Australia
$13.3M -$5.12M -8,778 -28%
BFIM
805
Beese Fulmer Investment Management
Ohio
$13.3M +$163K +279 +1%
CIA
806
Capital Investment Advisors
Georgia
$13.3M +$1.03M +1,759 +8%
HFS
807
Haverford Financial Services
Pennsylvania
$13.3M -$1.65M -2,827 -11%
CAM
808
Cozad Asset Management
Illinois
$13.2M +$530K +907 +4%
GC
809
Grimes & Company
Massachusetts
$13.2M -$2.72M -4,658 -17%
CM
810
Churchill Management
California
$13.2M -$201K -343 -1%
AR
811
Advisory Research
Illinois
$13.2M -$381K -651 -3%
SAM
812
Smithbridge Asset Management
Pennsylvania
$13.1M +$515K +880 +4%
WF
813
WoodTrust Financial
Wisconsin
$13.1M +$430K +735 +3%
IB
814
Iyo Bank
Japan
$13.1M +$596K +1,020 +5%
DAS
815
Dynamic Advisor Solutions
Arizona
$13.1M -$1.89M -3,231 -13%
CG
816
Caprock Group
Idaho
$13M +$753K +1,288 +6%
QC
817
Quadrature Capital
United Kingdom
$13M -$22.9M -39,241 -64%
LIM
818
Leavell Investment Management
Alabama
$13M -$474K -811 -4%
CIA
819
Concurrent Investment Advisors
Florida
$12.9M +$538K +920 +4%
VHAM
820
Van Hulzen Asset Management
California
$12.8M -$2.41M -4,119 -16%
DAC
821
Dividend Assets Capital
South Carolina
$12.7M +$71.3K +122 +0.6%
BIAS
822
Beacon Investment Advisory Services
New Jersey
$12.7M -$154K -264 -1%
AG
823
Ascent Group
Virginia
$12.7M -$146K -250 -1%
S
824
SignatureFD
Georgia
$12.7M +$756K +1,293 +6%
AI
825
Atom Investors
Texas
$12.7M +$12.4M +21,259 +5,098%
31 32
33
34 35