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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 %
TW
976
TritonPoint Wealth
Maryland
$8.55M +$641K +1,102 +8%
B
977
Bellecapital
Switzerland
$8.53M -$172K -294 -2%
JWBC
978
J.W. Burns & Co
New York
$8.53M -$73.7K -126 -0.9%
BSC
979
Brown Shipley & Co
United Kingdom
$8.51M -$230K -393 -3%
ELI
980
Empire Life Investments
Ontario, Canada
$8.49M -$148K -253 -2%
BCM
981
Buckhead Capital Management
Georgia
$8.44M -$33.9K -58 -0.4%
OAM
982
Ostrum Asset Management
France
$8.42M -$1.63M -2,782 -16%
GI
983
GAMMA Investing
California
$8.42M +$2.45M +4,187 +41%
TCM
984
Telos Capital Management
California
$8.31M -$42.7K -73 -0.5%
CICC
985
Capital Investment Counsel (Colorado)
Colorado
$8.27M +$569K +973 +7%
ST
986
Spinnaker Trust
Maine
$8.27M -$303K -518 -4%
AT
987
American Trust
Kentucky
$8.24M -$1.54M -2,633 -16%
SCM
988
Schnieders Capital Management
California
$8.23M -$491K -840 -6%
CCFCSB
989
Cape Cod Five Cents Savings Bank
Massachusetts
$8.22M +$21.6K +37 +0.3%
NGA
990
Naples Global Advisors
Florida
$8.21M -$25.7K -44 -0.3%
HTIM
991
Harbour Trust & Investment Management
Indiana
$8.21M +$134K +229 +2%
PCP
992
Pacific Capital Partners
$8.21M +$6.41M +10,955 +356%
CBTWT
993
Community Bank & Trust (Waco, Texas)
Texas
$8.2M +$125K +213 +2%
LCM
994
Liberty Capital Management
Michigan
$8.19M +$3.51K +6 +0%
TL
995
Tradewinds LLC
North Carolina
$8.17M +$3.51K +6 +0%
GAMH
996
Greenwoods Asset Management (HK)
Hong Kong
$8.17M +$2.34M +4,007 +40%
KFP
997
KMG Fiduciary Partners
Ohio
$8.16M +$43.9K +75 +0.5%
TPA
998
Trivium Point Advisory
Connecticut
$8.14M -$362K -598 -4%
SC
999
Syon Capital
California
$8.12M +$46.2K +79 +0.6%
ADL
1000
Asset Dedication LLC
California
$8.04M -$872K -1,491 -10%
38 39
40
41 42