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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 %
BMWM
1426
Brown Miller Wealth Management
Virginia
$3.59M +$37.4K +64 +1%
PI
1427
PGGM Investments
Netherlands
$3.58M +$3.58M +6,126 New
FM
1428
Foster & Motley
Ohio
$3.56M -$168K -288 -5%
LP
1429
LMR Partners
United Kingdom
$3.56M +$3.56M +6,087 New
SA
1430
Strategic Advisors
New York
$3.55M -$94.7K -162 -3%
CWS
1431
Confluence Wealth Services
Pennsylvania
$3.55M +$660K +1,128 +23%
SC
1432
Sepio Capital
Utah
$3.55M +$144K +246 +4%
PWPS
1433
Pinnacle Wealth Planning Services
Ohio
$3.55M -$2.92K -5 -0.1%
BCM
1434
Brasada Capital Management
Texas
$3.54M +$172K +290 +5%
SAM
1435
Smartleaf Asset Management
Massachusetts
$3.53M +$1.28M +2,204 +57%
CCWM
1436
Cassaday & Co Wealth Management
Virginia
$3.52M -$39.2K -67 -1%
FA
1437
Fagan Associates
New York
$3.5M +$11.7K +20 +0.3%
FGA
1438
Fortis Group Advisors
New Jersey
$3.5M -$51.4K -88 -1%
AWAU
1439
Alliance Wealth Advisors (Utah)
Utah
$3.5M +$52K +89 +2%
YIH
1440
Y-Intercept (HK)
Hong Kong
$3.49M -$8.74M -14,944 -71%
AF
1441
Affiance Financial
Minnesota
$3.49M -$3.51K -6 -0.1%
SAMC
1442
Spectrum Asset Management (California)
California
$3.48M +$2.8M +4,795 +414%
GFP
1443
Gryphon Financial Partners
Ohio
$3.48M +$54.4K +93 +2%
GSB
1444
Greenfield Savings Bank
Massachusetts
$3.48M -$135K -231 -4%
GFA
1445
Gifford Fong Associates
California
$3.46M – – –
SFP
1446
Shepherd Financial Partners
Massachusetts
$3.44M +$57.9K +99 +2%
RB
1447
Renasant Bank
Mississippi
$3.43M -$125K -214 -4%
PFBT
1448
Parkside Financial Bank & Trust
Missouri
$3.43M +$188K +321 +6%
NCM
1449
Northside Capital Management
Oregon
$3.43M – – –
RPC
1450
Rossmore Private Capital
Connecticut
$3.43M -$11.7K -20 -0.3%
56 57
58
59 60