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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 %
FNBOO
951
First National Bank of Omaha
Nebraska
$9.28M -$2.24M -3,834 -19%
SBIA
952
Sheaff Brock Investment Advisors
Indiana
$9.27M -$611K -1,045 -6%
IA
953
IFP Advisors
Florida
$9.25M +$1.48M +2,536 +19%
NP
954
NorthRock Partners
Minnesota
$9.21M +$611K +1,046 +7%
SPC
955
Spirepoint Private Client
Florida
$9.2M +$368K +630 +4%
HAFG
956
Hansen & Associates Financial Group
California
$9.13M +$9.13M +16,022 New
ZB
957
Zions Bancorporation
Utah
$9.12M +$259K +443 +3%
BCM
958
BTC Capital Management
Iowa
$9.1M -$131K -224 -1%
RCM
959
RNC Capital Management
California
$9.08M – – –
Massachusetts Financial Services
960
Massachusetts Financial Services
Massachusetts
$9.02M -$2M -3,414 -18%
AIMC
961
Alley Investment Management Company
Illinois
$9.02M -$12.9K -22 -0.1%
SCM
962
SOL Capital Management
Maryland
$8.97M +$11.7K +20 +0.1%
TAMH
963
Taikang Asset Management (HK)
Hong Kong
$8.97M +$5.2M +8,899 +138%
S
964
SimplyRich
California
$8.95M +$62K +106 +0.7%
IEFM
965
IQ EQ Fund Management
Ireland
$8.95M -$25.7K -44 -0.3%
JSSH
966
J. Safra Sarasin Holding
$8.91M -$5.69M -9,733 -39%
SIA
967
Schechter Investment Advisors
Michigan
$8.86M -$3.6M -6,154 -29%
SPC
968
Sigma Planning Corp
Michigan
$8.81M +$84.2K +144 +1%
SIC
969
Sigma Investment Counselors
Michigan
$8.78M -$67.2K -115 -0.8%
MCM
970
Moore Capital Management
New York
$8.77M -$20.5M -35,000 -70%
GIM
971
Goelzer Investment Management
Indiana
$8.77M -$686K -1,174 -7%
AC
972
Asio Capital
Kentucky
$8.72M -$24K -41 -0.3%
VFA
973
Valeo Financial Advisors
Indiana
$8.71M -$99.4K -170 -1%
SWK
974
Stephen W. Kidder
$8.61M +$19.3K +33 +0.2%
BI
975
Ballast Inc
Kentucky
$8.57M -$66.1K -113 -0.8%
37 38
39
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