UNH icon

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 %
GWM
826
GDS Wealth Management
Texas
$12.6M +$1.03M +1,761 +9%
BCB
827
Brian C. Broderick
$12.6M +$58.5K +100 +0.5%
AMBIA
828
Allen Mooney & Barnes Investment Advisors
Georgia
$12.6M -$363K -620 -3%
SC
829
Scholtz & Company
Connecticut
$12.5M -$4.25M -7,276 -25%
MWM
830
Mission Wealth Management
California
$12.4M -$436K -745 -3%
HH
831
Hilltop Holdings
Texas
$12.3M +$8.28M +14,163 +205%
RBA
832
Richard Bernstein Advisors
New York
$12.3M -$837K -1,432 -6%
SC
833
Savant Capital
Illinois
$12.3M +$2.87M +4,904 +31%
ROC
834
Running Oak Capital
Minnesota
$12.2M -$568K -972 -4%
PA
835
Procyon Advisors
Connecticut
$12.2M -$800K -1,369 -6%
WIC
836
Woodmont Investment Counsel
Tennessee
$12.2M -$539K -922 -4%
LWIC
837
Leith Wheeler Investment Counsel
British Columbia, Canada
$12M +$11.7M +20,086 +4,329%
OCAM
838
Owl Creek Asset Management
New York
$12M – – –
KIA
839
KCM Investment Advisors
California
$12M +$443K +758 +4%
AP
840
Americana Partners
Texas
$11.9M +$1.16M +1,984 +11%
FTDI
841
First Trust Direct Indexing
Massachusetts
$11.9M +$1.87M +3,196 +19%
SAM
842
Simplify Asset Management
Nevada
$11.9M +$3.96M +6,772 +50%
NB
843
NBT Bank
New York
$11.9M -$390K -667 -3%
TH
844
TCTC Holdings
Texas
$11.9M +$10.5K +18 +0.1%
EW
845
Evoke Wealth
California
$11.8M +$11.8M +20,244 New
EARNEST Partners
846
EARNEST Partners
Georgia
$11.8M -$4.68K -8 -0%
GWM
847
Greenwich Wealth Management
Connecticut
$11.8M -$51.5K -88 -0.4%
ERP
848
Eldred Rock Partners
Texas
$11.8M +$493K +843 +4%
TFA
849
Toth Financial Advisory
Virginia
$11.7M -$5.26K -9 -0%
MA
850
Mutual Advisors
Nebraska
$11.7M +$755K +1,346 +7%
32 33
34
35 36