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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 %
GCM
1501
Gladius Capital Management
Illinois
$3.06M -$205K -350 -6%
KF
1502
KKM Financial
Illinois
$3.06M +$151K +259 +5%
JSW
1503
Journey Strategic Wealth
New Jersey
$3.06M +$668K +1,142 +28%
RIA
1504
Richwood Investment Advisors
Ohio
$3.06M -$9.94K -17 -0.3%
HIIFS
1505
Harel Insurance Investments & Financial Services
Israel
$3.05M -$5.26K -9 -0.2%
SMA
1506
Sage Mountain Advisors
Georgia
$3.05M +$294K +503 +11%
HAM
1507
Harmony Asset Management
Arizona
$3.04M -$568K -972 -16%
RCIM
1508
Red Cedar Investment Management
Michigan
$3.04M – – –
BFO
1509
Boston Family Office
Massachusetts
$3.04M +$104K +178 +4%
WCA
1510
Waypoint Capital Advisors
Minnesota
$3.03M +$45.6K +78 +2%
CCT
1511
Chemung Canal Trust
New York
$3.03M +$12.3K +21 +0.4%
SGI
1512
Summit Global Investments
Utah
$3.03M -$6.98M -11,945 -70%
PPWP
1513
Proquility Private Wealth Partners
Nevada
$3.02M -$1.2M -2,054 -28%
SIM
1514
Sentry Investment Management
Wisconsin
$3.02M +$265K +453 +10%
RZH
1515
Relyea Zuckerberg Hanson
Connecticut
$3M -$172K -295 -5%
SQA
1516
Simon Quick Advisors
New Jersey
$3M +$827K +1,415 +38%
MWM
1517
Marion Wealth Management
Pennsylvania
$3M +$95.3K +163 +3%
MG
1518
Mather Group
Illinois
$2.99M -$165K -282 -5%
BSAM
1519
Blue Square Asset Management
New York
$2.99M +$119K +203 +4%
CWM
1520
Circle Wealth Management
New Jersey
$2.98M -$84.8K -145 -3%
CWI
1521
Conscious Wealth Investments
Florida
$2.98M +$7.91K +14 +0.3%
WI
1522
WrapManager Inc
California
$2.96M -$292K -499 -9%
AIM
1523
AMI Investment Management
Indiana
$2.96M +$57.9K +99 +2%
HA
1524
Harfst & Associates
Wyoming
$2.95M -$45.6K -78 -2%
WF
1525
Welch & Forbes
Massachusetts
$2.95M +$127K +218 +5%
59 60
61
62 63