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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 %
HNB
1551
Hilltop National Bank
Wyoming
$2.77M -$5.26K -9 -0.2%
BFA
1552
Brown Financial Advisors
Ohio
$2.77M -$555K -949 -17%
SIG
1553
Sargent Investment Group
Maryland
$2.77M +$507K +867 +22%
MLA
1554
My Legacy Advisors
Oregon
$2.77M -$395K -676 -12%
PCS
1555
Personal CFO Solutions
New Jersey
$2.77M +$12.9K +22 +0.5%
ICP
1556
Interchange Capital Partners
Pennsylvania
$2.76M -$26.3K -45 -0.9%
AIM
1557
Aigen Investment Management
New York
$2.76M +$2.76M +4,725 New
BRG
1558
Bay Rivers Group
Virginia
$2.76M -$1.04M -1,780 -27%
OFS
1559
Orrstown Financial Services
Pennsylvania
$2.76M +$1.03M +1,767 +60%
BWM
1560
BigSur Wealth Management
Florida
$2.76M – – –
WAAG
1561
Wealth Alliance Advisory Group
Kansas
$2.75M +$74.8K +128 +3%
CB
1562
CNB Bank
Pennsylvania
$2.75M -$293K -501 -10%
OCM
1563
One Capital Management
California
$2.75M +$50.3K +86 +2%
CPA
1564
Court Place Advisors
Maryland
$2.74M -$40.9K -70 -1%
JFA
1565
JNBA Financial Advisors
Minnesota
$2.74M +$11.7K +20 +0.4%
CFA
1566
Cahill Financial Advisors
Minnesota
$2.73M +$158K +270 +6%
SC
1567
Sierra Capital
Florida
$2.73M +$360K +616 +15%
CWM
1568
Chesapeake Wealth Management
Virginia
$2.72M -$80.7K -138 -3%
HIC
1569
Harvey Investment Company
Kentucky
$2.72M – – –
WA
1570
WP Advisors
California
$2.71M -$149K -255 -5%
EFG
1571
Everhart Financial Group
Ohio
$2.71M +$441K +754 +19%
MW
1572
Marcum Wealth
Ohio
$2.7M -$151K -259 -5%
FCG
1573
Fielder Capital Group
Tennessee
$2.7M +$10.5K +18 +0.4%
PA
1574
Paralel Advisors
Colorado
$2.7M – – –
AW
1575
Alaethes Wealth
Nevada
$2.7M -$95.3K -163 -3%
61 62
63
64 65