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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 %
WPC
1051
Wedmont Private Capital
Pennsylvania
$7.17M +$781K +1,339 +12%
BOSSRA
1052
B.O.S.S. Retirement Advisors
Utah
$7.15M +$934K +1,597 +15%
GFS
1053
GYL Financial Synergies
Connecticut
$7.12M -$731K -1,251 -9%
BWS
1054
Buck Wealth Strategies
Colorado
$7.12M -$1.05M -1,789 -13%
USCWA
1055
U.S. Capital Wealth Advisors
Texas
$7.12M -$1.25M -2,134 -15%
FMB
1056
Field & Main Bank
Kentucky
$7.09M -$147K -252 -2%
CANC
1057
Culbertson A N & Co
Virginia
$7.08M – – –
RWM
1058
Rockline Wealth Management
New York
$7.08M +$251K +430 +4%
WIS
1059
Wright Investors Service
Connecticut
$7.08M -$1.75M -2,986 -20%
WA
1060
Waverly Advisors
Alabama
$7.07M -$271K -464 -4%
JIP
1061
Jaffetilchin Investment Partners
Florida
$7.06M +$287K +491 +4%
NRG
1062
Nemes Rush Group
Michigan
$7.05M -$254K -514 -3%
CWG
1063
Cornerstone Wealth Group
North Carolina
$7.04M +$122K +209 +2%
TCCM
1064
Timber Creek Capital Management
Massachusetts
$7.04M -$1.67M -2,857 -19%
TC
1065
Tenere Capital
New York
$7.03M +$7.03M +12,023 New
FTWA
1066
Fifth Third Wealth Advisors
Ohio
$7.03M +$932K +1,594 +15%
HCA
1067
Harbour Capital Advisors
Virginia
$7.02M -$1.07M -1,802 -13%
OCM
1068
Olstein Capital Management
New York
$7.02M -$2.63M -4,500 -27%
WAM
1069
Weatherly Asset Management
California
$7.01M -$310K -530 -4%
PCTC
1070
Perkins Coie Trust Company
Washington
$7.01M -$54.4K -93 -0.8%
MS
1071
Marshall & Sullivan
Washington
$7.01M -$127K -218 -2%
GGI
1072
GPM Growth Investors
Michigan
$6.99M -$354K -606 -5%
CW
1073
CreativeOne Wealth
Kansas
$6.96M +$884K +1,512 +15%
JWM
1074
Jessup Wealth Management
Ohio
$6.95M +$3.1M +5,307 +81%
WPW
1075
Waldron Private Wealth
Pennsylvania
$6.95M +$157K +269 +2%
41 42
43
44 45