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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 %
BL
1326
BFSG LLC
California
$4.28M -$112K -192 -3%
BG
1327
BDF Gestion
France
$4.27M – – –
OCM
1328
Orleans Capital Management
Louisiana
$4.27M -$52.6K -90 -1%
CAMV
1329
Concord Asset Management (Virginia)
Virginia
$4.27M +$437K +748 +11%
SVWAG
1330
Sound View Wealth Advisors Group
Georgia
$4.27M +$571K +977 +15%
CW
1331
Channel Wealth
California
$4.26M -$783K -1,339 -16%
FBT
1332
First Bankers Trust
Kentucky
$4.26M -$55.5K -95 -1%
WSCM
1333
Wellington Shields Capital Management
New York
$4.23M +$3.51K +6 +0.1%
MLFP
1334
MPS Loria Financial Planners
Illinois
$4.21M +$17.5K +30 +0.4%
DCM
1335
Delta Capital Management
New Jersey
$4.2M – – –
BB
1336
Bell Bank
North Dakota
$4.2M -$9.94K -17 -0.2%
VBCG
1337
Valley Brook Capital Group
Pennsylvania
$4.18M -$78.9K -135 -2%
Group One Trading
1338
Group One Trading
Illinois
$4.18M -$95.6M -163,447 -96%
JC
1339
JB Capital
Connecticut
$4.18M +$104K +178 +3%
PWAM
1340
Pinnacle West Asset Management
Wyoming
$4.17M +$32.2K +55 +0.8%
GBT
1341
Grove Bank & Trust
Florida
$4.17M +$114K +195 +3%
CCM
1342
Condor Capital Management
New Jersey
$4.16M +$29.2K +50 +0.7%
B
1343
Bensler
Washington
$4.14M -$39.2K -67 -0.9%
BDL
1344
Bey-Douglas LLC
Georgia
$4.13M -$22.8K -39 -0.5%
CWP
1345
Concord Wealth Partners
Virginia
$4.13M +$278K +476 +7%
BCM
1346
Birch Capital Management
Texas
$4.13M -$5.26K -9 -0.1%
WP
1347
WMS Partners
Maryland
$4.11M +$3.12M +5,341 +315%
PSB
1348
Piscataqua Savings Bank
New Hampshire
$4.11M -$61.4K -105 -1%
ECM
1349
Elgethun Capital Management
South Dakota
$4.1M -$138K -236 -3%
AF
1350
Alerus Financial
North Dakota
$4.1M -$144K -246 -3%
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