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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 %
EBT
1251
Enterprise Bank & Trust
Massachusetts
$4.9M -$233K -399 -5%
MA
1252
MONECO Advisors
Connecticut
$4.9M +$23.4K +40 +0.5%
JHCP
1253
Jackson Hole Capital Partners
Oklahoma
$4.9M -$84.2K -144 -2%
MLL
1254
Moody Lynn & Lieberson
Massachusetts
$4.88M +$209K +358 +4%
NIM
1255
Nicollet Investment Management
Minnesota
$4.88M +$23.4K +40 +0.5%
BFM
1256
Boston Financial Management
Massachusetts
$4.87M +$50.9K +87 +1%
NHT
1257
New Hampshire Trust
New Hampshire
$4.87M -$12.3K -21 -0.3%
SSI
1258
Scott & Selber Inc
Texas
$4.85M -$22.8K -39 -0.5%
LWM
1259
Lyell Wealth Management
California
$4.84M -$161K -275 -3%
FWP
1260
FAS Wealth Partners
Kansas
$4.83M -$612K -1,046 -11%
CCAM
1261
Cascades Capital Asset Management
North Carolina
$4.8M +$4.8M +8,203 New
DAS
1262
Diversify Advisory Services
Utah
$4.8M -$1.35M -2,375 -22%
FI
1263
Fosun International
China
$4.79M -$127K -217 -3%
SIM
1264
Studio Investment Management
Illinois
$4.77M +$62K +106 +1%
IA
1265
Icon Advisers
Colorado
$4.75M -$702K -1,200 -13%
OIA
1266
Optimum Investment Advisors
Illinois
$4.74M -$196K -335 -4%
AG
1267
Advocate Group
Minnesota
$4.73M +$113K +194 +2%
Parallax Volatility Advisers
1268
Parallax Volatility Advisers
California
$4.73M -$733K -1,254 -13%
PWMAG
1269
Pinnacle Wealth Management Advisory Group
New Jersey
$4.72M +$119K +204 +3%
FCP
1270
Fidelis Capital Partners
Florida
$4.72M +$113K +201 +2%
SAW
1271
Signal Advisors Wealth
Michigan
$4.72M +$4.72M +8,064 New
NME
1272
Notis-McConarty Edward
$4.71M -$394K -674 -8%
GMA
1273
Glassy Mountain Advisors
Maryland
$4.7M +$4.7M +8,034 New
MCB
1274
Morton Community Bank
Illinois
$4.69M -$89.5K -153 -2%
CWM
1275
Centric Wealth Management
Illinois
$4.69M +$6.56K +11 +0.1%
49 50
51
52 53