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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 %
MIA
1126
MainStreet Investment Advisors
Illinois
$6.35M -$2.23M -3,820 -26%
DWM
1127
Dynasty Wealth Management
Florida
$6.35M -$461K -789 -7%
BZWA
1128
Blue Zone Wealth Advisors
California
$6.31M +$137K +235 +2%
CI
1129
CX Institutional
Indiana
$6.29M -$6.25M -10,691 -50%
BA
1130
Bristlecone Advisors
Washington
$6.28M -$220K -376 -3%
JWCA
1131
J.W. Coons Advisors
Ohio
$6.28M -$38K -65 -0.6%
ALAM
1132
Asahi Life Asset Management
Japan
$6.28M -$136K -233 -2%
SB
1133
Simmons Bank
Arkansas
$6.27M -$124K -212 -2%
RRA
1134
Round Rock Advisors
Connecticut
$6.23M – – –
IBOK
1135
Independence Bank of Kentucky
Kentucky
$6.19M +$1.58M +2,701 +34%
KIA
1136
Knollwood Investment Advisory
Maryland
$6.18M – – –
TAM
1137
Trust Asset Management
Texas
$6.17M – – –
NFC
1138
Northeast Financial Consultants
Connecticut
$6.14M -$15.8K -27 -0.3%
CAM
1139
Cypress Asset Management
Texas
$6.14M +$111K +189 +2%
SW
1140
SlateStone Wealth
Florida
$6.14M -$1.48M -2,537 -19%
KWM
1141
Kingsview Wealth Management
Oregon
$6.12M +$243K +416 +4%
BW
1142
Bison Wealth
Georgia
$6.11M +$632K +1,081 +12%
TLP
1143
Trinity Legacy Partners
Texas
$6.08M -$140K -231 -2%
BONH
1144
Bank of New Hampshire
New Hampshire
$6.07M +$1.75K +3 +0%
HI
1145
Horizon Investments
North Carolina
$6.05M +$59.6K +102 +1%
ACG
1146
Allen Capital Group
Nebraska
$6.04M +$170K +291 +3%
CUAMC
1147
China Universal Asset Management Company
China
$6.03M +$1.68M +2,879 +39%
CRI
1148
Commonwealth Retirement Investments
Virginia
$6.02M +$114K +195 +2%
PWS
1149
Peloton Wealth Strategists
Indiana
$6.02M +$2.92K +5 +0%
CAMG
1150
CWA Asset Management Group
Florida
$6.01M +$6.01M +10,275 New
44 45
46
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