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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 %
MPPW
1226
Mitchell & Pahl Private Wealth
Oklahoma
$5.14M +$330K +564 +7%
CIP
1227
Capital Insight Partners
Arizona
$5.13M +$135K +231 +3%
BAM
1228
Belpointe Asset Management
Nevada
$5.12M -$81.9K -140 -2%
ACM
1229
Alcosta Capital Management
California
$5.07M +$37.4K +64 +0.7%
CC
1230
Constitution Capital
Connecticut
$5.06M -$527K -902 -9%
MMPW
1231
Mitchell McLeod Pugh & Williams
Alabama
$5.06M +$13.4K +23 +0.3%
BAM
1232
Berkshire Asset Management
Pennsylvania
$5.05M – – –
RFN
1233
RDA Financial Network
Iowa
$5.04M -$143K -244 -3%
KA
1234
Kintegral Advisory
New York
$5.03M -$66.1K -113 -1%
MFG
1235
Merit Financial Group
Georgia
$5.02M -$2.24M -3,825 -31%
LM
1236
Lincluden Management
Ontario, Canada
$5.02M +$62K +106 +1%
CCM
1237
Cox Capital Management
Massachusetts
$5.02M +$768K +1,313 +18%
DBG
1238
De Burlo Group
Massachusetts
$4.99M – – –
ISL
1239
Ingalls & Snyder LLC
New York
$4.99M +$390K +667 +8%
TCA
1240
Transcend Capital Advisors
New Jersey
$4.98M -$993K -1,698 -17%
CHAM
1241
Clear Harbor Asset Management
Connecticut
$4.97M +$1.75K +3 +0%
FNBOMD
1242
First National Bank of Mount Dora
Florida
$4.97M -$397K -679 -7%
LWMM
1243
Legacy Wealth Management (Mississippi)
Mississippi
$4.96M -$102K -175 -2%
SCP
1244
Stamos Capital Partners
California
$4.96M -$2.11M -3,610 -30%
Nomura Holdings
1245
Nomura Holdings
Japan
$4.96M -$7.52M -12,863 -60%
PP
1246
Pegasus Partners
Wisconsin
$4.94M -$406K -695 -8%
MMA
1247
Miracle Mile Advisors
California
$4.93M -$8.77M -15,000 -64%
MFS
1248
Mattson Financial Services
Michigan
$4.93M -$35.6K -70 -0.7%
WA
1249
Wambolt & Associates
Colorado
$4.93M +$310K +531 +7%
CBB
1250
Citizens Business Bank
California
$4.92M -$100K -171 -2%
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