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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 %
CAM
1376
ClariVest Asset Management
California
$3.95M – – –
PA
1377
Paragon Advisors
Texas
$3.93M -$45K -77 -1%
BB
1378
Berkshire Bank
Massachusetts
$3.93M +$234K +400 +6%
HIP
1379
Harrell Investment Partners
Texas
$3.92M -$136K -232 -3%
KA
1380
Kovack Advisors
Florida
$3.91M -$45K -77 -1%
GP
1381
Greenline Partners
New York
$3.91M -$471K -806 -11%
CAM
1382
Costello Asset Management
Pennsylvania
$3.91M +$21.6K +37 +0.6%
PFA
1383
Pathway Financial Advisers
Indiana
$3.9M -$25.1K -43 -0.6%
NW
1384
Naviter Wealth
Arkansas
$3.9M -$410K -702 -10%
SG
1385
StoneX Group
New York
$3.9M -$64.9K -111 -2%
TI
1386
TrueMark Investments
Illinois
$3.89M +$358K +612 +10%
VT
1387
Vise Technologies
New York
$3.89M +$1.39M +2,372 +55%
MCP
1388
Martin Capital Partners
Oregon
$3.88M -$1.34M -2,294 -26%
PCM
1389
Penserra Capital Management
California
$3.87M -$206M -352,371 -98%
GEA
1390
Glen Eagle Advisors
New Jersey
$3.87M -$471K -805 -11%
SF
1391
Symphony Financial
Texas
$3.87M +$431K +740 +13%
BFW
1392
Brady Family Wealth
Missouri
$3.87M +$129K +220 +3%
HI
1393
Harbour Investments
Wisconsin
$3.86M +$154K +263 +4%
CGL
1394
Clarius Group LLC
Washington
$3.85M -$80.3K -138 -2%
DA
1395
Dover Advisors
Virginia
$3.85M -$71.3K -122 -2%
CAAS
1396
Capital Asset Advisory Services
Michigan
$3.83M -$44.2K -76 -1%
ST
1397
Smithfield Trust
Pennsylvania
$3.81M +$64.4K +110 +2%
KM
1398
KP Management
Minnesota
$3.8M – – –
NAS
1399
Nicolet Advisory Services
Wisconsin
$3.8M +$468K +790 +14%
SIAG
1400
Signet Investment Advisory Group
Rhode Island
$3.79M +$84.8K +145 +2%
54 55
56
57 58