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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 %
IAN
1076
Integrated Advisors Network
Texas
$6.94M +$196K +336 +3%
CFGS
1077
Concourse Financial Group Securities
Alabama
$6.91M -$173K -296 -2%
WWM
1078
Western Wealth Management
Colorado
$6.88M +$1.93M +3,295 +39%
SFS
1079
Stiles Financial Services
Minnesota
$6.86M -$140K -240 -2%
CT
1080
Coastline Trust
Rhode Island
$6.86M -$1.63M -2,796 -19%
CHC
1081
City Holding Co
West Virginia
$6.84M -$24K -41 -0.3%
LCM
1082
Landscape Capital Management
New Jersey
$6.82M +$119K +204 +2%
BWL
1083
Bogart Wealth LLC
Virginia
$6.82M -$28.6K -49 -0.4%
NS
1084
NBC Securities
Alabama
$6.79M +$5.26K +9 +0.1%
IWM
1085
IHT Wealth Management
Illinois
$6.76M +$1.61M +2,756 +31%
Capstone Investment Advisors
1086
Capstone Investment Advisors
New York
$6.75M -$6.62M -11,329 -50%
PI
1087
PFG Investments
New York
$6.74M -$14K -24 -0.2%
SFA
1088
Souders Financial Advisors
Ohio
$6.74M +$35.1K +60 +0.5%
CAG
1089
Csenge Advisory Group
Florida
$6.73M +$211K +353 +3%
TW
1090
Transform Wealth
Colorado
$6.73M -$8.06M -13,779 -54%
BOC
1091
Barbara Oil Co
Illinois
$6.72M – – –
RWA
1092
River Wealth Advisors
Pennsylvania
$6.71M +$250K +428 +4%
QCG
1093
Quadrant Capital Group
Ohio
$6.71M -$21.6K -37 -0.3%
JWCA
1094
J.W. Cole Advisors
Florida
$6.69M +$1.49M +2,557 +29%
LAM
1095
Lountzis Asset Management
Pennsylvania
$6.69M +$2.92K +5 +0%
FHB
1096
First Hawaiian Bank
Hawaii
$6.69M -$1.59M -2,722 -19%
NF
1097
Nikulski Financial
Iowa
$6.68M +$17K +29 +0.3%
CCM
1098
Carderock Capital Management
Maryland
$6.67M +$564K +964 +9%
LAM
1099
Lynch Asset Management
Pennsylvania
$6.67M – – –
MA
1100
Montag & Associates
Georgia
$6.66M +$156K +267 +2%
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