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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 %
MIC
1576
Means Investment Company
Maine
$2.69M -$17K -29 -0.6%
QWM
1577
Quadcap Wealth Management
Texas
$2.68M -$454K -776 -14%
GCP
1578
GSA Capital Partners
United Kingdom
$2.68M -$1.07M -1,836 -29%
PR
1579
Payden & Rygel
California
$2.68M – – –
AFS
1580
Aft Forsyth & Sober
Florida
$2.67M – – –
RCM
1581
Radnor Capital Management
Pennsylvania
$2.67M +$114K +195 +4%
BWG
1582
Boomfish Wealth Group
Georgia
$2.67M -$127K -217 -5%
CMAI
1583
Capital Management Associates Inc
Minnesota
$2.66M +$264K +452 +11%
GMFG
1584
Greater Midwest Financial Group
Minnesota
$2.66M +$21.1K +36 +0.8%
HFM
1585
Hartford Financial Management
Connecticut
$2.65M -$377K -645 -12%
OWA
1586
Opal Wealth Advisors
New York
$2.65M +$415K +710 +19%
ACL
1587
Applied Capital LLC
Florida
$2.64M -$59.1K -101 -2%
SWM
1588
SilverOak Wealth Management
Minnesota
$2.64M -$7.6K -13 -0.3%
LA
1589
LM Advisors
California
$2.62M -$243K -415 -8%
RA
1590
RFG Advisory
Alabama
$2.62M -$236K -403 -8%
AL
1591
Aspiriant LLC
California
$2.62M +$102K +174 +4%
NCGI
1592
Next Century Growth Investors
Minnesota
$2.62M -$207K -354 -7%
CFP
1593
Catalyst Financial Partners
Massachusetts
$2.61M +$81.3K +139 +3%
CNBT
1594
Canandaigua National Bank & Trust
New York
$2.61M -$115K -197 -4%
OC
1595
Oakworth Capital
Alabama
$2.61M +$276K +472 +12%
TWM
1596
Trueblood Wealth Management
Ohio
$2.6M -$22.8K -39 -0.9%
CP
1597
Canopy Partners
Ohio
$2.6M +$47.4K +81 +2%
OIS
1598
Okabena Investment Services
Minnesota
$2.6M -$749K -1,281 -22%
MIA
1599
MeadowBrook Investment Advisors
Michigan
$2.6M -$273K -467 -10%
PP
1600
PDS Planning
Ohio
$2.59M -$227K -388 -8%
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