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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 %
TC
1201
Trium Capital
United Kingdom
$5.47M -$1.27M -2,177 -19%
CWAG
1202
Compton Wealth Advisory Group
Virginia
$5.44M -$55.5K -95 -1%
TP
1203
Tranquility Partners
Tennessee
$5.42M -$24K -41 -0.4%
SAG
1204
SageView Advisory Group
California
$5.4M -$502K -858 -8%
BHPW
1205
Beverly Hills Private Wealth
California
$5.4M +$14.6K +25 +0.3%
KWM
1206
Keebeck Wealth Management
Illinois
$5.39M -$102K -175 -2%
ACS
1207
Archford Capital Strategies
Illinois
$5.36M +$76.9K +127 +1%
ITC
1208
Inspire Trust Company
Nevada
$5.32M +$147K +251 +3%
BTI
1209
Blue Trust Inc
Georgia
$5.31M +$1.75M +3,429 +49%
GAG
1210
GM Advisory Group
New York
$5.3M -$171K -293 -3%
MIA
1211
MMBG Investment Advisors
Florida
$5.3M -$94.7K -162 -2%
DC
1212
DeDora Capital
California
$5.27M +$241K +412 +5%
GL
1213
Graypoint LLC
New York
$5.26M +$438K +749 +9%
SRA
1214
Secured Retirement Advisors
Minnesota
$5.26M +$64.9K +111 +1%
HAS
1215
HBW Advisory Services
California
$5.23M -$284K -486 -5%
SCP
1216
Shorepoint Capital Partners
Massachusetts
$5.23M +$93.5K +160 +2%
TAM
1217
Thematics Asset Management
France
$5.23M +$239K +409 +5%
FCM
1218
Fortis Capital Management
Washington
$5.22M +$209K +357 +4%
LA
1219
Lindenwold Advisors
Pennsylvania
$5.21M +$21.6K +37 +0.4%
MBTD
1220
Mechanics Bank - Trust Department
California
$5.21M -$137K -235 -3%
BDFN
1221
Bond & Devick Financial Network
Minnesota
$5.2M -$119K -204 -2%
Koshinski Asset Management
1222
Koshinski Asset Management
Illinois
$5.19M -$133K -227 -2%
NC
1223
NBW Capital
Massachusetts
$5.19M +$22.8K +39 +0.4%
NG
1224
Norden Group
Utah
$5.18M +$1.62M +2,770 +46%
SC
1225
SouthState Corp
Florida
$5.15M +$147K +252 +3%
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