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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 %
OAM
1351
Occidental Asset Management
California
$4.09M +$192K +328 +5%
SLWA
1352
San Luis Wealth Advisors
California
$4.09M -$488K -834 -11%
GCIM
1353
Gunn & Company Investment Management
Florida
$4.08M -$54.6M -93,367 -93%
ACM
1354
Accent Capital Management
Ohio
$4.07M -$279K -478 -6%
CCP
1355
Clough Capital Partners
Massachusetts
$4.07M -$11.6M -19,785 -74%
FFS
1356
Founders Financial Securities
Maryland
$4.07M -$204K -349 -5%
VA
1357
Valmark Advisers
Ohio
$4.06M -$18.1K -31 -0.4%
BDS
1358
Banco de Sabadell
Florida
$4.05M -$134K -229 -3%
BFPW
1359
BOK Financial Private Wealth
Colorado
$4.03M -$214K -366 -5%
FPAS
1360
Focus Partners Advisor Solutions
Missouri
$4.03M +$246K +420 +6%
FHA
1361
Flagship Harbor Advisors
Massachusetts
$4.02M +$4.02M +6,872 New
RA
1362
RiverPark Advisors
New York
$4.02M +$116K +198 +3%
DWP
1363
Daymark Wealth Partners
Ohio
$4.01M -$1.24K -36 -0%
SRC
1364
Shufro Rose & Co
New York
$4M – – –
SEC
1365
Seven Eight Capital
New York
$3.99M +$1.95M +3,342 +96%
BG
1366
Bollard Group
Massachusetts
$3.99M +$7.02K +12 +0.2%
AFG
1367
Atomi Financial Group
New York
$3.98M -$135K -231 -3%
TPCM
1368
Templeton & Phillips Capital Management
Tennessee
$3.98M -$14K -24 -0.4%
EFM
1369
E Fund Management
China
$3.97M +$240K +410 +6%
AC
1370
Avestar Capital
New York
$3.97M -$77.2K -132 -2%
PGWM
1371
Parisi Gray Wealth Management
New Jersey
$3.97M +$34.5K +59 +0.9%
EWM
1372
Empirical Wealth Management
Washington
$3.97M +$696K +1,190 +21%
FFM
1373
Forum Financial Management
Illinois
$3.96M -$9.94K -17 -0.3%
SWM
1374
Sugarloaf Wealth Management
Georgia
$3.95M +$52.6K +90 +1%
NP
1375
Nilsine Partners
Colorado
$3.95M +$2.92K +5 +0.1%
53 54
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