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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 %
WM
1301
Whitford Management
New York
$4.52M -$1.25M -2,135 -22%
CCT
1302
Capital City Trust
Florida
$4.51M +$312K +534 +7%
LOIM
1303
Liberty One Investment Management
Illinois
$4.5M +$191K +327 +4%
STB
1304
S&T Bank
Pennsylvania
$4.49M -$1.38M -2,355 -23%
WP
1305
WealthShield Partners
North Carolina
$4.48M +$168K +287 +4%
SFG
1306
SevenBridge Financial Group
Pennsylvania
$4.46M +$132K +211 +3%
NED
1307
Nancy E. Dempze
$4.46M +$118K +202 +3%
HIM
1308
Harbour Investment Management
Washington
$4.45M -$14.6K -25 -0.3%
MC
1309
Moors & Cabot
Massachusetts
$4.45M -$116K -198 -3%
LWA
1310
Lineweaver Wealth Advisors
Ohio
$4.44M +$168K +287 +4%
AF
1311
Arrow Financial
New York
$4.44M -$83K -142 -2%
AF
1312
Advisornet Financial
Minnesota
$4.44M +$571K +977 +15%
WC
1313
Waterloo Capital
Texas
$4.43M -$198K -338 -4%
SHFP
1314
Second Half Financial Partners
Florida
$4.43M -$2.49M -4,260 -36%
PWP
1315
Principle Wealth Partners
Connecticut
$4.42M -$22.2K -38 -0.5%
CWM
1316
Chemistry Wealth Management
New York
$4.41M +$145K +248 +3%
SFP
1317
Sweet Financial Partners
Minnesota
$4.38M -$126K -216 -3%
FCM
1318
Fairbanks Capital Management
California
$4.37M +$243K +415 +6%
RAM
1319
Roanoke Asset Management
New Jersey
$4.36M +$209K +357 +5%
MOS
1320
MGO One Seven
Ohio
$4.35M -$1.32M -2,261 -23%
LCWP
1321
Legacy Capital Wealth Partners
Arkansas
$4.34M +$2.03M +3,475 +88%
LS
1322
Livforsakringsbolaget Skandia
Sweden
$4.33M -$12.1M -20,670 -74%
SI
1323
Symmetry Investments
Jersey
$4.33M -$2.4M -4,100 -36%
V
1324
ViaWealth
Kansas
$4.31M -$378K -646 -8%
PDL
1325
Portfolio Design Labs
California
$4.31M -$909K -1,554 -17%
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