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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 %
CCM
1001
Canal Capital Management
Virginia
$8.04M +$408K +698 +5%
GIA
1002
Gladstone Institutional Advisory
Florida
$8M -$479K -820 -6%
RMC
1003
Resources Management Corp
Connecticut
$7.99M -$105K -179 -1%
PWM
1004
Perigon Wealth Management
California
$7.98M +$51.5K +88 +0.6%
ECML
1005
Eagle Capital Management (Louisiana)
Louisiana
$7.98M +$23.4K +40 +0.3%
STA
1006
Summit Trail Advisors
New York
$7.97M +$949K +1,623 +14%
MSWM
1007
Mader & Shannon Wealth Management
Missouri
$7.89M -$439K -751 -5%
ERIC
1008
Eagle Rock Investment Company
Georgia
$7.85M +$1.54M +2,635 +24%
LHC
1009
Little House Capital
Massachusetts
$7.82M +$586K +1,002 +8%
CWM
1010
CMH Wealth Management
New Hampshire
$7.82M -$178K -305 -2%
WANY
1011
Wealthspire Advisors (New York)
New York
$7.81M +$973K +1,664 +14%
SSB
1012
Sandy Spring Bank
Maryland
$7.74M -$8.19K -14 -0.1%
GIP
1013
Granite Investment Partners
California
$7.73M -$206K -353 -3%
MASUI
1014
MIRAE ASSET SECURITIES (USA) INC.
New York
$7.72M -$32.7K -56 -0.4%
DSC
1015
Duncker Streett & Co
Missouri
$7.72M -$392K -670 -5%
CCA
1016
Checchi Capital Advisers
California
$7.69M -$786K -1,345 -9%
MAM
1017
Mirabaud Asset Management
United Kingdom
$7.68M +$7.68M +13,201 New
CIG
1018
Consolidated Investment Group
Colorado
$7.68M -$1.17M -2,000 -13%
SAM
1019
Sectoral Asset Management
Quebec, Canada
$7.67M -$7.92M -13,550 -51%
LC
1020
Lindbrook Capital
California
$7.67M +$403K +690 +6%
GLR
1021
Great Lakes Retirement
Ohio
$7.65M +$294K +503 +4%
MWA
1022
Meridian Wealth Advisors
Texas
$7.65M +$4.68K +8 +0.1%
APWM
1023
Argonautica Private Wealth Management
Massachusetts
$7.62M +$19.9K +34 +0.3%
WPP
1024
Whalerock Point Partners
Rhode Island
$7.61M +$334K +572 +5%
SIG
1025
Sky Investment Group
Connecticut
$7.58M -$161K -275 -2%
39 40
41
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