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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 %
IAS
1176
Insigneo Advisory Services
Florida
$5.72M -$651K -1,113 -10%
SEEDPG
1177
S.E.E.D. Planning Group
New York
$5.71M +$210K +359 +4%
PMAM
1178
Picton Mahoney Asset Management
Ontario, Canada
$5.71M -$3.52M -6,015 -38%
SAM
1179
Strategy Asset Managers
California
$5.7M +$4.16M +7,113 +269%
HIC
1180
Holderness Investments Company
North Carolina
$5.7M +$41.5K +71 +0.7%
PIMJS
1181
PKO Investment Management Joint-Stock
Poland
$5.66M -$760K -1,300 -12%
LA
1182
LexAurum Advisors
Kansas
$5.66M +$18.7K +32 +0.3%
CA
1183
Claro Advisors
Massachusetts
$5.63M -$180K -308 -3%
PWG
1184
Portside Wealth Group
Utah
$5.63M +$167K +285 +3%
NCM
1185
Nelson Capital Management
California
$5.61M -$148K -253 -3%
PH
1186
Pinnacle Holdings
Oklahoma
$5.57M -$47.9K -82 -0.9%
VDBMI
1187
Van Den Berg Management I
Texas
$5.56M -$384K -657 -6%
KIM
1188
Kestra Investment Management
Texas
$5.55M +$5.55M +9,500 New
CI
1189
Cigna Investments
Connecticut
$5.55M -$60.8K -104 -1%
EA
1190
Eclectic Associates
California
$5.54M -$182K -312 -3%
UHC
1191
Union Heritage Capital
Michigan
$5.54M – – –
IHL
1192
Investment House LLC
California
$5.54M – – –
HW
1193
Hancock Whitney
Mississippi
$5.54M +$819K +1,400 +17%
MNBTD
1194
Moody National Bank Trust Division
Texas
$5.54M +$113K +193 +2%
DRD
1195
Dennis R. Delaney
$5.53M +$216K +370 +4%
HWM
1196
Hohimer Wealth Management
Washington
$5.51M +$1.06M +1,808 +24%
BCA
1197
Bray Capital Advisors
Florida
$5.51M -$126K -215 -2%
IB
1198
Intrust Bank
Kansas
$5.49M +$98.2K +168 +2%
AC
1199
Arjuna Capital
North Carolina
$5.48M -$106K -182 -2%
FFM
1200
Fullerton Fund Management
Singapore
$5.48M +$597K +1,021 +12%
46 47
48
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