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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 %
SLC
1526
Second Line Capital
Louisiana
$2.94M +$140K +239 +5%
LMKC
1527
L.M. Kohn & Company
Ohio
$2.94M +$47.4K +81 +2%
CPBTD
1528
Central Pacific Bank - Trust Division
Hawaii
$2.94M -$1.27M -2,170 -30%
AF
1529
Apexium Financial
Texas
$2.94M -$7.6K -13 -0.3%
MFG
1530
Magnus Financial Group
New York
$2.93M +$105K +180 +4%
AWA
1531
Arete Wealth Advisors
Illinois
$2.93M +$46.2K +79 +2%
CSA
1532
Cottage Street Advisors
Massachusetts
$2.92M -$18.1K -31 -0.6%
RWM
1533
RBA Wealth Management
California
$2.91M -$4.07M -6,957 -58%
TAM
1534
Tealwood Asset Management
Minnesota
$2.91M +$2.91M +4,968 New
MWA
1535
Moser Wealth Advisors
Washington
$2.89M -$70.2K -120 -2%
FMLI
1536
Fukoku Mutual Life Insurance
Japan
$2.88M +$380K +650 +15%
AWM
1537
Ameliora Wealth Management
Switzerland
$2.88M +$15.8K +27 +0.6%
SPFA
1538
Summit Place Financial Advisors
New Jersey
$2.87M +$291K +497 +11%
EHWM
1539
Eads & Heald Wealth Management
Georgia
$2.87M -$188K -321 -6%
SIA
1540
Schear Investment Advisers
Ohio
$2.86M +$318K +544 +13%
PWM
1541
Palumbo Wealth Management
New York
$2.85M +$62.6K +107 +2%
NSIM
1542
North Star Investment Management
Illinois
$2.84M -$21K -36 -0.7%
BIA
1543
Bigelow Investment Advisors
Maine
$2.83M -$70.2K -120 -2%
OPW
1544
Osprey Private Wealth
New York
$2.83M +$2.83M +4,840 New
CAM
1545
Cidel Asset Management
Ontario, Canada
$2.81M +$37.4K +64 +1%
PCM
1546
Parsons Capital Management
Rhode Island
$2.81M +$47.4K +81 +2%
GDP
1547
Great Diamond Partners
Maine
$2.81M -$556K -951 -17%
TW
1548
TrinityPoint Wealth
Connecticut
$2.79M -$40.9K -70 -1%
MWAM
1549
Manhattan West Asset Management
California
$2.78M +$55.5K +95 +2%
DL
1550
DOHJ LLC
Washington
$2.78M -$1.26M -2,128 -31%
60 61
62
63 64