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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 %
RPWA
1451
Regent Peak Wealth Advisors
Georgia
$3.42M -$350K -598 -9%
AHC
1452
Anderson Hoagland & Co
Missouri
$3.42M -$89.3K -151 -3%
VF
1453
Vest Financial
Virginia
$3.41M +$2.14M +3,667 +169%
JIC
1454
Joel Isaacson & Co
New York
$3.39M -$95.3K -163 -3%
GC
1455
Globeflex Capital
California
$3.39M – – –
CCP
1456
Cunning Capital Partners
North Carolina
$3.38M – – –
WCM
1457
Whitener Capital Management
North Carolina
$3.36M +$212K +362 +7%
PCP
1458
Perbak Capital Partners
United Kingdom
$3.36M +$689K +1,178 +26%
EWM
1459
Elmwood Wealth Management
California
$3.35M -$49.7K -85 -1%
WA
1460
Wealth Architects
California
$3.33M +$3.51K +6 +0.1%
ST
1461
Sentinel Trust
Texas
$3.33M – – –
PPWP
1462
Premier Path Wealth Partners
New Jersey
$3.32M +$188K +322 +6%
PG
1463
Patten Group
Tennessee
$3.32M +$81.3K +139 +3%
KP
1464
Keel Point
Alabama
$3.31M +$679K +1,161 +26%
CTC
1465
Cetera Trust Company
Minnesota
$3.31M -$99.4K -170 -3%
TCOT
1466
Trust Company of Toledo
Ohio
$3.31M -$12.3K -21 -0.4%
SFG
1467
Snider Financial Group
Washington
$3.3M +$6.43K +11 +0.2%
AIA
1468
AIMZ Investment Advisors
California
$3.29M -$8.19K -14 -0.2%
RCAG
1469
Rehmann Capital Advisory Group
Michigan
$3.29M -$59.6K -102 -2%
DCM
1470
Davidson Capital Management
Texas
$3.27M -$381K -652 -10%
AI
1471
Axecap Investments
Ohio
$3.25M +$3.25M +5,554 New
GS
1472
GTS Securities
New York
$3.25M -$12.2M -20,896 -79%
SFS
1473
Strategic Financial Services
New York
$3.24M -$44.4K -76 -1%
PCH
1474
PGIM Custom Harvest
New Jersey
$3.23M +$32.2K +55 +1%
VAS
1475
Vestmark Advisory Solutions
Massachusetts
$3.23M +$382K +654 +13%
57 58
59
60 61