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 %
MC
926
Montag & Caldwell
Georgia
$9.65M -$415K -709 -4%
WC
927
Winmill & Co
New York
$9.63M – – –
CBT
928
Central Bank & Trust
Kentucky
$9.62M -$862K -1,475 -8%
MAS
929
Meeder Advisory Services
Ohio
$9.6M +$830K +1,420 +9%
MWM
930
Marietta Wealth Management
Georgia
$9.6M +$284K +486 +3%
TWM
931
Tradition Wealth Management
Minnesota
$9.59M -$225K -384 -2%
BFC
932
Blue Fin Capital
Rhode Island
$9.58M +$116K +199 +1%
TCBWMS
933
Texas Capital Bank Wealth Management Services
Texas
$9.57M +$138K +236 +1%
LG
934
Leuthold Group
Minnesota
$9.57M -$692K -1,184 -7%
BB
935
Busey Bank
Illinois
$9.54M +$192K +328 +2%
BFIC
936
Bedell Frazier Investment Counselling
California
$9.53M +$36.3K +62 +0.4%
TFS
937
Thoroughbred Financial Services
Tennessee
$9.52M -$444K -760 -4%
SC
938
Stolper & Co
Oklahoma
$9.52M -$168K -288 -2%
ACM
939
Aljian Capital Management
Nevada
$9.5M +$1.18M +2,017 +14%
CT
940
Colonial Trust
South Carolina
$9.49M +$488K +834 +5%
TIM
941
Thompson Investment Management
Wisconsin
$9.48M +$841K +1,439 +10%
BWA
942
Burt Wealth Advisors
Maryland
$9.42M -$147K -252 -2%
RCP
943
Rothschild Capital Partners
New York
$9.42M +$365K +624 +4%
FRA
944
Frank Rimerman Advisors
California
$9.42M +$792K +1,355 +9%
VC
945
Vestor Capital
Illinois
$9.39M -$17.1M -29,300 -65%
AIP
946
Alapocas Investment Partners
Massachusetts
$9.38M +$33.3K +57 +0.4%
FFA
947
Fragasso Financial Advisors
Pennsylvania
$9.38M -$225K -384 -2%
GAM
948
Griffin Asset Management
New York
$9.37M +$29.2K +50 +0.3%
BJL
949
Brighton Jones LLC
Washington
$9.37M -$6.01M -10,284 -39%
HCM
950
Hilton Capital Management
New York
$9.36M +$242K +414 +3%
36 37
38
39 40