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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 %
M
876
MOTCO
Texas
$10.9M -$578K -989 -5%
BONST
877
Bank of Nova Scotia Trust
Ontario, Canada
$10.9M +$566K +968 +5%
STAS
878
Strong Tower Advisory Services
Minnesota
$10.9M -$1.4M -2,393 -11%
WCM
879
Wedge Capital Management
North Carolina
$10.9M -$1.51M -2,590 -12%
JMFC
880
J.M. Forbes & Co
Massachusetts
$10.8M -$210K -359 -2%
JAM
881
Jupiter Asset Management
United Kingdom
$10.8M -$172K -295 -2%
RWM
882
Ritholtz Wealth Management
New York
$10.8M +$3.12M +5,339 +41%
IWA
883
Icon Wealth Advisors
Texas
$10.7M -$125K -213 -1%
NAM
884
NorthCrest Asset Manangement
Minnesota
$10.7M +$348K +595 +3%
SIA
885
Soltis Investment Advisors
Utah
$10.7M -$365K -624 -3%
FFP
886
FourThought Financial Partners
Florida
$10.6M +$105K +179 +1%
ECM
887
Evergreen Capital Management
Washington
$10.6M +$249K +426 +2%
BIA
888
Biondo Investment Advisors
Pennsylvania
$10.5M +$215K +367 +2%
FMTC
889
Farmers & Merchants Trust Company
California
$10.5M +$44.4K +76 +0.4%
VVP
890
Venture Visionary Partners
Ohio
$10.5M -$461K -789 -4%
EW
891
Evexia Wealth
Wisconsin
$10.5M -$330K -565 -3%
WAS
892
Wealth Advisory Solutions
Indiana
$10.5M -$2.23M -3,810 -18%
GWWM
893
Great Waters Wealth Management
Minnesota
$10.5M -$74.3K -127 -0.7%
DR
894
Davis Rea
Ontario, Canada
$10.4M +$12.3K +21 +0.1%
AG
895
AlTi Global
New York
$10.4M +$40.3K +69 +0.4%
CNBTD
896
Citizens National Bank Trust Department
Mississippi
$10.4M -$23.4K -40 -0.2%
ANTB
897
AMG National Trust Bank
Colorado
$10.3M +$455K +778 +5%
AIP
898
Ameritas Investment Partners
Nebraska
$10.3M -$1.48M -2,533 -13%
MAM
899
Morse Asset Management
Connecticut
$10.3M -$22.2K -38 -0.2%
AUB
900
Atlantic Union Bankshares
Virginia
$10.3M -$190K -325 -2%
34 35
36
37 38