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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 %
RWM
1101
Rench Wealth Management
Texas
$6.66M +$377K +645 +6%
JAM
1102
JCIC Asset Management
Ontario, Canada
$6.66M +$84.8K +145 +1%
KTM
1103
Keeler Thomas Management
Utah
$6.62M -$94.1K -161 -1%
AWA
1104
Arkadios Wealth Advisors
Georgia
$6.62M +$1.25M +2,143 +23%
AWM
1105
Avior Wealth Management
Nebraska
$6.6M +$94.1K +161 +1%
1IA
1106
1834 Investment Advisors
Wisconsin
$6.58M -$1.09M -1,861 -14%
DIM
1107
DLK Investment Management
California
$6.57M -$18.7K -32 -0.3%
MPM
1108
Meritage Portfolio Management
Kansas
$6.57M -$2.06M -3,527 -24%
DLCIG
1109
D.L. Carlson Investment Group
New Hampshire
$6.56M -$90K -154 -1%
QI
1110
Qtron Investments
Massachusetts
$6.56M +$570K +975 +10%
CCG
1111
Chatham Capital Group
Georgia
$6.55M +$52K +89 +0.8%
AIM
1112
Acropolis Investment Management
Missouri
$6.51M -$43.3K -74 -0.7%
HWAM
1113
Hennion & Walsh Asset Management
New Jersey
$6.5M +$676K +1,156 +12%
PL
1114
Plancorp LLC
Missouri
$6.49M -$220K -377 -3%
MCP
1115
Mirador Capital Partners
California
$6.47M -$66.1K -113 -1%
MSAM
1116
Moloney Securities Asset Management
Missouri
$6.47M -$4.68K -8 -0.1%
CT
1117
Clearstead Trust
Maine
$6.47M -$272K -466 -4%
GI
1118
GS Investments
Minnesota
$6.46M -$11.7K -20 -0.2%
SFS
1119
Sowell Financial Services
Arkansas
$6.45M -$238K -407 -4%
SCP
1120
Sandhill Capital Partners
New York
$6.44M +$72.5K +124 +1%
WBC
1121
West Branch Capital
Massachusetts
$6.44M +$22.2K +38 +0.3%
CWM
1122
Connecticut Wealth Management
Connecticut
$6.43M -$368K -630 -5%
ACM
1123
Ayrshire Capital Management
Connecticut
$6.42M +$44.4K +76 +0.7%
CAL
1124
Capital Analysts LLC
Pennsylvania
$6.39M -$179K -307 -3%
ET
1125
Equitable Trust
Tennessee
$6.37M +$413K +706 +7%
43 44
45
46 47