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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 %
PPC
1601
Park Place Capital
Alabama
$2.59M +$103K +177 +4%
CWA
1602
Consilium Wealth Advisory
Texas
$2.59M +$271K +464 +12%
WE
1603
Wealth Effects
Massachusetts
$2.59M -$585 -1 -0%
FIM
1604
Freedom Investment Management
Connecticut
$2.58M -$404K -691 -14%
OAM
1605
Oak Asset Management
California
$2.58M -$117K -200 -4%
TPI
1606
Trust Point Inc
Wisconsin
$2.58M +$113K +194 +5%
PF
1607
Prosperitas Financial
California
$2.57M +$199K +341 +8%
AWM
1608
Aries Wealth Management
Maine
$2.57M +$264K +451 +11%
CWP
1609
CFM Wealth Partners
Texas
$2.57M +$583K +997 +29%
CASB
1610
Cape Ann Savings Bank
Massachusetts
$2.57M -$73.1K -125 -3%
GJWM
1611
Gilliland Jeter Wealth Management
Arkansas
$2.57M -$9.35K -16 -0.4%
MFG
1612
Monte Financial Group
Connecticut
$2.57M -$282K -483 -10%
SIM
1613
Sterling Investment Management
Arizona
$2.56M -$161K -275 -6%
VFA
1614
Voya Financial Advisors
Connecticut
$2.56M -$158K -272 -6%
FNA
1615
First National Advisers
Nebraska
$2.56M -$189K -323 -7%
FBFS
1616
First Business Financial Services
Wisconsin
$2.56M +$74.3K +127 +3%
TWP
1617
Tyche Wealth Partners
Texas
$2.55M +$52.6K +90 +2%
LG
1618
LaFleur & Godfrey
Michigan
$2.55M -$33.3K -57 -1%
MAWA
1619
Moss Adams Wealth Advisors
Washington
$2.53M +$230K +394 +10%
NWM
1620
Northcape Wealth Management
New York
$2.52M +$18.1K +31 +0.7%
AWP
1621
Accretive Wealth Partners
New Jersey
$2.52M -$118K -202 -4%
LCM
1622
Legato Capital Management
California
$2.51M – – –
PWA
1623
Phoenix Wealth Advisors
North Carolina
$2.5M +$2.22M +3,794 +777%
AA
1624
Advisory Alpha
Michigan
$2.5M -$79K -135 -3%
TBC
1625
Ted Buchan & Co
California
$2.5M +$494K +845 +25%
63 64
65
66 67