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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 %
SWP
851
Stratos Wealth Partners
Ohio
$11.6M +$4.68K +8 +0%
AG
852
AIA Group
Hong Kong
$11.6M +$2.03M +3,476 +21%
KWA
853
Kingswood Wealth Advisors
California
$11.6M +$2.79M +4,770 +32%
WS
854
Wedbush Securities
California
$11.5M -$2.94M -5,032 -20%
BCM
855
Bourgeon Capital Management
Connecticut
$11.5M +$8.37M +14,316 +265%
SCA
856
Stokes Capital Advisors
South Carolina
$11.4M -$132K -226 -1%
JFGIW
857
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.4M -$430K -735 -4%
PNAA
858
Pictet North America Advisors
Switzerland
$11.3M -$568K -971 -5%
FC
859
Fulcrum Capital
Washington
$11.3M +$36.8K +63 +0.3%
TPCW
860
TD Private Client Wealth
New York
$11.3M -$516K -883 -4%
AWP
861
Ascent Wealth Partners
New York
$11.3M -$68.4K -117 -0.6%
PCA
862
Pallas Capital Advisors
Massachusetts
$11.3M -$334K -596 -3%
TCM
863
Tran Capital Management
California
$11.3M -$98.8K -169 -0.9%
MCWS
864
McKinley Carter Wealth Services
West Virginia
$11.3M +$286K +490 +3%
MC
865
Mirabaud & Cie
Switzerland
$11.2M +$5.37M +9,191 +92%
GRP
866
Global Retirement Partners
California
$11.1M +$137K +234 +1%
JIR
867
James Investment Research
Ohio
$11.1M -$219K -374 -2%
PVI
868
Pine Valley Investments
New Jersey
$11.1M +$544K +930 +5%
GCA
869
Guardian Capital Advisors
Ontario, Canada
$11.1M +$447K +766 +4%
PA
870
Profund Advisors
Maryland
$11.1M +$288K +492 +3%
MCM
871
Mattern Capital Management
Colorado
$11.1M -$38K -65 -0.3%
PFS
872
Prospera Financial Services
Texas
$11.1M +$233K +399 +2%
EAMA
873
EFG Asset Management (Americas)
Florida
$11M -$229K -392 -2%
KNW
874
Kesler Norman & Wride
Utah
$11M -$1.58M -2,710 -13%
LGF
875
LGT Group Foundation
Liechtenstein
$10.9M -$336K -567 -3%
33 34
35
36 37