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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 %
VCAM
1476
Van Cleef Asset Management
Ohio
$3.22M +$345K +590 +12%
LFA
1477
Legacy Financial Advisors
Kentucky
$3.22M +$113K +193 +4%
KCM
1478
Kathmere Capital Management
Pennsylvania
$3.21M +$425K +726 +15%
PRWA
1479
Platte River Wealth Advisors
Colorado
$3.2M – – –
BWM
1480
BKM Wealth Management
Wisconsin
$3.2M +$299K +512 +10%
BCA
1481
Bay Colony Advisors
Massachusetts
$3.2M +$142K +243 +5%
SP
1482
Stablepoint Partners
Massachusetts
$3.19M +$31.6K +54 +1%
SP
1483
Stonebrook Private
Michigan
$3.19M +$1.68M +2,879 +112%
IC
1484
Inscription Capital
Texas
$3.18M -$172K -294 -5%
UB
1485
Umpqua Bank
Oregon
$3.18M +$17K +29 +0.5%
WA
1486
Wealth Alliance
New York
$3.17M -$71.3K -122 -2%
SSWM
1487
Sheets Smith Wealth Management
North Carolina
$3.15M +$264K +452 +9%
CF
1488
Centaurus Financial
California
$3.15M -$557K -952 -15%
CV
1489
Counterweight Ventures
North Carolina
$3.15M +$338K +578 +12%
RCM
1490
RB Capital Management
Nevada
$3.15M +$12.9K +22 +0.4%
BWG
1491
Berry Wealth Group
Texas
$3.14M +$2.38M +4,071 +315%
AIA
1492
Affinity Investment Advisors
California
$3.14M +$138K +236 +5%
MCM
1493
Manchester Capital Management
Vermont
$3.13M +$67.8K +116 +2%
WAP
1494
Wealthcare Advisory Partners
Pennsylvania
$3.13M -$287K -491 -8%
HFM
1495
Hartford Funds Management
Pennsylvania
$3.13M -$66.7K -114 -2%
VSQM
1496
V-Square Quantitative Management
Illinois
$3.13M +$739K +1,264 +31%
MCCP
1497
Mission Creek Capital Partners
California
$3.11M -$61.4K -105 -2%
FAM
1498
Formidable Asset Management
Ohio
$3.11M -$59.1K -101 -2%
CCB
1499
Country Club Bank
Missouri
$3.09M +$150K +258 +5%
RFA
1500
ROI Financial Advisors
Oregon
$3.07M +$38K +65 +1%
58 59
60
61 62