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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 %
GI
1026
GLOBALT Investments
Georgia
$7.54M +$3.99M +6,819 +112%
EFS
1027
Essex Financial Services
Connecticut
$7.53M -$333K -585 -4%
MYIA
1028
Mount Yale Investment Advisors
Colorado
$7.47M -$4.4M -7,521 -37%
HF
1029
HRT Financial
New York
$7.46M -$127M -216,622 -94%
CPA
1030
Capital Planning Advisors
California
$7.45M +$50.9K +87 +0.7%
SDWIA
1031
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$7.42M -$164K -280 -2%
LFG
1032
Larson Financial Group
Missouri
$7.42M +$2.24M +3,833 +43%
LDB
1033
Lee, Danner & Bass
Tennessee
$7.39M -$81.9K -140 -1%
HSA
1034
HBK Sorce Advisory
Pennsylvania
$7.39M -$228K -390 -3%
BHWM
1035
Bar Harbor Wealth Management
New Hampshire
$7.33M -$145K -248 -2%
FFA
1036
Farther Finance Advisors
California
$7.33M +$194K +332 +3%
VA
1037
Vident Advisory
Georgia
$7.31M -$13.4M -22,994 -65%
PCG
1038
Prosperity Consulting Group
Maryland
$7.3M +$4.99M +8,541 +216%
CT
1039
Chicago Trust
Illinois
$7.3M +$324K +554 +5%
LA
1040
Legacy Advisors
Pennsylvania
$7.29M +$531K +909 +8%
APSI
1041
Asset Planning Services Inc
Louisiana
$7.29M +$87.7K +150 +1%
LCC
1042
Lincoln Capital Corp
Rhode Island
$7.29M +$60.2K +103 +0.8%
SVCP
1043
Silicon Valley Capital Partners
California
$7.29M -$2.3M -3,941 -24%
NFG
1044
Nations Financial Group
Iowa
$7.27M +$615K +1,051 +9%
LSAG
1045
Lake Street Advisors Group
New Hampshire
$7.25M +$132K +225 +2%
JRP
1046
Jasper Ridge Partners
California
$7.24M – – –
GM
1047
GeoWealth Management
Illinois
$7.22M +$704K +1,204 +11%
UIA
1048
Ulland Investment Advisors
Minnesota
$7.21M -$282K -483 -4%
FIB
1049
First Interstate Bank
Montana
$7.19M -$199K -340 -3%
CFSG
1050
Community Financial Services Group
Vermont
$7.19M +$255K +436 +4%
40 41
42
43 44