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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 %
CW
1626
CIC Wealth
Maryland
$2.5M -$77.8K -133 -3%
CFG
1627
Cooper Financial Group
California
$2.5M +$901K +1,541 +56%
MFA
1628
Mayflower Financial Advisors
Massachusetts
$2.5M +$37.4K +64 +2%
BOH
1629
Bank of Hawaii
Hawaii
$2.49M +$1.29M +2,213 +108%
FAIM
1630
Financial Advocates Investment Management
Washington
$2.49M -$74.8K -128 -3%
FFA
1631
Fairfield Financial Advisors
Massachusetts
$2.49M -$33.9K -58 -1%
RBC
1632
Romano Brothers & Co
Illinois
$2.48M +$33.9K +58 +1%
HR
1633
Hardy Reed
Mississippi
$2.47M +$5.26K +9 +0.2%
PCM
1634
Palouse Capital Management
Washington
$2.47M -$307K -525 -11%
BFA
1635
Beaumont Financial Advisors
Massachusetts
$2.47M -$83.6K -143 -3%
LBWM
1636
Left Brain Wealth Management
Illinois
$2.47M +$24.6K +42 +1%
EFMC
1637
Empire Financial Management Company
New York
$2.47M +$21.6K +37 +0.9%
HIS
1638
Horizon Investment Services
Indiana
$2.46M -$15.2K -26 -0.6%
CCA
1639
Criterion Capital Advisors
Tennessee
$2.46M – – –
BFM
1640
Boothbay Fund Management
New York
$2.46M -$8.5M -14,535 -78%
WCM
1641
Weaver Capital Management
Georgia
$2.46M -$142K -242 -5%
NL
1642
NWAM LLC
Washington
$2.45M +$781K +1,336 +47%
SAM
1643
Secure Asset Management
Michigan
$2.45M +$72.5K +124 +3%
RWP
1644
Revolve Wealth Partners
New Jersey
$2.45M +$141K +242 +6%
IA
1645
IFG Advisory
Georgia
$2.45M -$46.8K -80 -2%
OA
1646
Oak Associates
Ohio
$2.44M – – –
CC
1647
Courier Capital
New York
$2.43M +$1.7M +2,912 +233%
FP
1648
Financial Perspectives
Minnesota
$2.43M -$81.9K -140 -3%
FDS
1649
Freedom Day Solutions
Texas
$2.43M -$19.3K -33 -0.8%
AWA
1650
Aaron Wealth Advisors
Illinois
$2.43M +$386K +661 +19%
64 65
66
67 68