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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 %
CFCI
1676
Comprehensive Financial Consultants Institutional
Indiana
$2.3M -$30.4K -52 -1%
MWM
1677
MGB Wealth Management
Texas
$2.3M -$583 -1 -0%
SCI
1678
Stableford Capital II
Arizona
$2.29M -$190K -318 -8%
DIP
1679
DT Investment Partners
Pennsylvania
$2.29M +$83.6K +143 +4%
CNFG
1680
Creegan & Nassoura Financial Group
New Hampshire
$2.28M -$76K -130 -3%
SP
1681
SWS Partners
Ohio
$2.28M -$195K -333 -8%
WWS
1682
Wellington Wealth Strategies
Indiana
$2.27M +$2.27M +4,019 New
CAG
1683
Crestwood Advisors Group
Massachusetts
$2.27M +$486K +831 +27%
GA
1684
Geller Advisors
New York
$2.26M -$620K -1,061 -22%
MAG
1685
MRA Advisory Group
New Jersey
$2.26M -$236K -403 -9%
BWM
1686
Brophy Wealth Management
New Hampshire
$2.25M +$2.25M +3,855 New
MFG
1687
Menard Financial Group
Texas
$2.25M +$5.26K +9 +0.2%
TNBTD
1688
Trustmark National Bank Trust Department
Mississippi
$2.25M +$1.06M +1,816 +90%
CCS
1689
Concentric Capital Strategies
Connecticut
$2.25M +$644K +1,101 +40%
SB
1690
Strategic Blueprint
Georgia
$2.25M -$92.4K -158 -4%
AIMA
1691
Ables Iannone Moore & Associates
Georgia
$2.23M +$2.92K +5 +0.1%
AIM
1692
AHL Investment Management
Florida
$2.23M -$102K -175 -4%
KFI
1693
Key Financial Inc
Pennsylvania
$2.23M +$6.43K +11 +0.3%
QWP
1694
Quotient Wealth Partners
Texas
$2.23M +$160K +274 +8%
FFO
1695
Fiduciary Family Office
Florida
$2.23M +$463K +792 +26%
CIAS
1696
Capital Investment Advisory Services
North Carolina
$2.22M +$31K +53 +1%
DFA
1697
Delta Financial Advisors
Louisiana
$2.21M +$91.8K +157 +4%
SSA
1698
Sierra Summit Advisors
Nevada
$2.21M +$274K +469 +14%
LTAS
1699
Linden Thomas Advisory Services
North Carolina
$2.21M +$301K +514 +16%
UAML
1700
US Asset Management LLC
Pennsylvania
$2.21M -$17K -28 -0.8%
66 67
68
69 70