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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 %
CWM
901
Chronos Wealth Management
Florida
$10.2M +$26.9K +46 +0.3%
ECM
902
Estabrook Capital Management
New York
$10.2M -$161K -275 -2%
SIM
903
Seaview Investment Managers
Florida
$10.2M -$1.1M -1,879 -10%
SNB
904
Security National Bank
Nebraska
$10.2M -$28.1K -48 -0.3%
TCM
905
Twin Capital Management
Pennsylvania
$10.1M -$2.38M -4,070 -19%
ETC
906
Exchange Traded Concepts
Oklahoma
$10.1M -$862K -1,474 -8%
BP
907
Ballentine Partners
Massachusetts
$10.1M +$473K +809 +5%
DJSG
908
D.J. St. Germain
Massachusetts
$10.1M -$1.94M -3,311 -16%
ERWM
909
Elk River Wealth Management
Colorado
$10.1M -$25.7K -44 -0.3%
CA
910
Cullinan Associates
Kentucky
$10M -$1.95M -3,404 -16%
AAMA
911
Advanced Asset Management Advisors
Ohio
$10M – – –
GIA
912
GHP Investment Advisors
Colorado
$9.97M +$66.7K +114 +0.7%
SIG
913
Stonegate Investment Group
Alabama
$9.93M -$147K -251 -1%
VCA
914
Verdence Capital Advisors
Maryland
$9.91M +$140K +239 +1%
SCM
915
Soros Capital Management
New York
$9.88M +$9.88M +16,900 New
UAM
916
Unison Asset Management
Florida
$9.87M -$14.6K -25 -0.1%
SWIG
917
Strategic Wealth Investment Group
Kentucky
$9.87M +$2.64M +4,533 +37%
SIM
918
Stratos Investment Management
Ohio
$9.85M -$477K -816 -5%
RDWM
919
Red Door Wealth Management
Tennessee
$9.84M +$398K +680 +4%
P
920
Pitcairn
Pennsylvania
$9.8M -$1.22M -2,093 -11%
GAM
921
Gotham Asset Management
New York
$9.8M +$2.42M +4,146 +33%
LNB
922
Ledyard National Bank
$9.74M -$95.9K -164 -1%
BEC
923
Blue Edge Capital
Virginia
$9.73M +$4.68K +8 +0%
MJP
924
Michael J. Puzo
$9.73M +$71.9K +123 +0.7%
AWM
925
Avitas Wealth Management
California
$9.67M -$158K -270 -2%
35 36
37
38 39