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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 %
WBWA
1151
William B. Walkup & Associates
South Carolina
$5.99M -$3.51K -6 -0.1%
HEIP
1152
Hudson Edge Investment Partners
New Jersey
$5.95M -$1.3M -2,222 -18%
FL
1153
FreeGulliver LLC
Louisiana
$5.95M +$95.3K +163 +2%
FB
1154
Fulton Bank
Pennsylvania
$5.95M -$2.05M -3,511 -26%
DWM
1155
Diversify Wealth Management
Utah
$5.92M -$1.64M -2,900 -22%
HCMT
1156
Highland Capital Management (Tennessee)
Tennessee
$5.89M -$2.66M -4,546 -31%
ZF
1157
Zega Financial
Florida
$5.88M +$1.28M +2,184 +28%
TCA
1158
Trifecta Capital Advisors
Illinois
$5.88M +$2.34K +4 +0%
CWM
1159
Cordatus Wealth Management
Pennsylvania
$5.87M +$26.9K +46 +0.5%
FWM
1160
Fairhaven Wealth Management
Illinois
$5.86M +$15.2K +26 +0.3%
PT
1161
Plimoth Trust
Massachusetts
$5.85M +$38K +65 +0.7%
VFM
1162
Viking Fund Management
North Dakota
$5.85M – – –
FTIS
1163
First Trust Investment Solutions
Florida
$5.84M -$217K -371 -4%
CCG
1164
Cypress Capital Group
Florida
$5.84M -$173K -296 -3%
GWMR
1165
GC Wealth Management RIA
Massachusetts
$5.82M +$472K +807 +9%
FFIC
1166
First Fiduciary Investment Counsel
Ohio
$5.82M -$5.26K -9 -0.1%
RSWM
1167
Robertson Stephens Wealth Management
California
$5.82M +$817K +1,398 +16%
COI
1168
Connable Office Inc
Michigan
$5.81M -$43.9K -75 -0.7%
PA
1169
PFG Advisors
Arizona
$5.8M -$312K -534 -5%
MMG
1170
Monetary Management Group
Missouri
$5.8M -$1.15M -1,970 -17%
SPG
1171
Strategic Planning Group
Utah
$5.79M +$185K +316 +3%
LPT
1172
Legacy Private Trust
Wisconsin
$5.79M -$98.8K -169 -2%
AAS
1173
Ameritas Advisory Services
Nebraska
$5.78M +$48.5K +83 +0.8%
WCM
1174
Weik Capital Management
Pennsylvania
$5.78M -$9.94K -17 -0.2%
BCM
1175
Bretton Capital Management
California
$5.73M +$5.73M +9,800 New
45 46
47
48 49