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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 %
WFI
1651
West Family Investments
California
$2.42M -$5.03M -8,595 -67%
TSWM
1652
Triangle Securities Wealth Management
North Carolina
$2.41M -$29.8K -51 -1%
9WM
1653
9258 Wealth Management
Ohio
$2.41M -$39.8K -68 -2%
QC
1654
Quent Capital
New York
$2.4M +$59.6K +102 +3%
FFG
1655
Frisch Financial Group
New York
$2.4M -$65.5K -112 -3%
PWMG
1656
Prestige Wealth Management Group
New Jersey
$2.39M -$7.02K -12 -0.3%
OC
1657
Oarsman Capital
Wisconsin
$2.39M +$101K +173 +4%
NWM
1658
Napa Wealth Management
California
$2.39M +$2.39M +4,092 New
PTP
1659
Platform Technology Partners
New York
$2.39M -$5.26K -9 -0.2%
MAC
1660
Mason & Associates (California)
California
$2.39M -$12.9K -22 -0.5%
LKIM
1661
Lawson Kroeker Investment Management
Nebraska
$2.39M -$20.5K -35 -0.9%
VIM
1662
Vista Investment Management
Pennsylvania
$2.38M -$40.3K -69 -2%
NL
1663
NVWM LLC
Pennsylvania
$2.38M -$16.4K -28 -0.7%
FIM
1664
FWL Investment Management
Texas
$2.37M +$2.25M +3,846 +1,814%
HCM
1665
Highview Capital Management
Illinois
$2.37M +$70.2K +120 +3%
RGF
1666
Retirement Guys Formula
Ohio
$2.37M -$24.6K -42 -1%
HA
1667
Herold Advisors
New York
$2.37M -$64.9K -111 -3%
EIG
1668
Ellenbecker Investment Group
Wisconsin
$2.37M -$146K -249 -6%
OL
1669
Optas LLC
Texas
$2.36M +$21.6K +37 +0.9%
VF
1670
Vista Finance
Missouri
$2.35M -$99.4K -170 -4%
MPAM
1671
Murphy Pohlad Asset Management
Minnesota
$2.34M -$1.23M -2,099 -34%
IAS
1672
IMA Advisory Services
Colorado
$2.34M -$27.5K -47 -1%
AF
1673
Ally Financial
Michigan
$2.34M -$10.5M -18,000 -82%
CCG
1674
Catalina Capital Group
California
$2.32M +$347K +594 +18%
SI
1675
Scharf Investments
California
$2.31M +$38K +65 +2%
65 66
67
68 69