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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 %
PPW
1401
PACK Private Wealth
Minnesota
$3.79M -$585K -1,000 -13%
RCWM
1402
Royal Capital Wealth Management
Indiana
$3.79M -$90.6K -155 -2%
FHA
1403
First Horizon Advisors
Tennessee
$3.78M +$187K +319 +5%
WCA
1404
Westover Capital Advisors
Delaware
$3.77M -$88.3K -151 -2%
MWM
1405
Modern Wealth Management
Kansas
$3.77M +$223K +382 +6%
MPWS
1406
McCarter Private Wealth Services
Massachusetts
$3.76M +$3.76M +6,436 New
LSA
1407
L & S Advisors
California
$3.76M +$195K +333 +5%
WC
1408
Wexford Capital
Florida
$3.75M -$1.32M -2,259 -26%
SW
1409
Simplicity Wealth
New Jersey
$3.75M -$21.8M -37,306 -85%
JGCM
1410
Joseph Group Capital Management
Ohio
$3.75M -$47.4K -81 -1%
IWS
1411
Insight Wealth Strategies
California
$3.74M +$29.2K +50 +0.8%
DDC
1412
DF Dent & Co
Maryland
$3.73M – – –
MRCM
1413
M&R Capital Management
New Jersey
$3.72M -$2.34K -4 -0.1%
SWP
1414
Strategic Wealth Partners
Ohio
$3.71M -$204K -349 -5%
GWANC
1415
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.7M +$59.6K +102 +2%
IRAG
1416
Investment Research & Advisory Group
Georgia
$3.7M +$63.1K +108 +2%
PS
1417
Pensionfund Sabic
Netherlands
$3.68M -$877K -1,500 -19%
FAP
1418
Financial Advisory Partners
Florida
$3.67M -$83K -142 -2%
ST
1419
Somerset Trust
Pennsylvania
$3.66M -$21K -36 -0.6%
RIL
1420
Rothschild Investment LLC
Illinois
$3.66M +$181K +309 +5%
SCM
1421
Stevens Capital Management
Pennsylvania
$3.64M +$3.64M +6,226 New
BIG
1422
Brooklyn Investment Group
New York
$3.63M +$404K +691 +13%
CCM
1423
Cinctive Capital Management
New York
$3.62M +$3.62M +6,189 New
RP
1424
Rice Partnership
Hawaii
$3.62M +$467K +799 +15%
B
1425
Barings
North Carolina
$3.6M +$90K +154 +3%
55 56
57
58 59