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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 %
SFO
1701
Stokes Family Office
Louisiana
$2.2M -$38K -65 -2%
CAC
1702
Certified Advisory Corp
Florida
$2.2M -$77.8K -133 -3%
MWS
1703
Maxwell Wealth Strategies
California
$2.2M +$456K +804 +26%
FWA
1704
FSM Wealth Advisors
Ohio
$2.19M +$191K +326 +10%
JCM
1705
Jacobi Capital Management
Pennsylvania
$2.19M +$109K +187 +5%
MCC
1706
Money Concepts Capital
Florida
$2.19M +$137K +235 +7%
GB
1707
Goepper Burkhardt
South Carolina
$2.19M – – –
DCM
1708
Decatur Capital Management
Georgia
$2.19M -$1.95M -3,340 -47%
IA
1709
IAM Advisory
Pennsylvania
$2.18M +$25.7K +44 +1%
MAM
1710
MWA Asset Management
Massachusetts
$2.17M +$40.3K +69 +2%
BWM
1711
BCGM Wealth Management
Indiana
$2.17M +$58.5K +100 +3%
WH
1712
Willner & Heller
California
$2.17M +$7.6K +13 +0.4%
SIC
1713
Sterling Investment Counsel
New York
$2.17M +$149K +255 +7%
FG
1714
Fiduciary Group
Georgia
$2.16M +$3.51K +6 +0.2%
ZIC
1715
ZWJ Investment Counsel
Georgia
$2.16M +$585 +1 +0%
HCM
1716
HMS Capital Management
Tennessee
$2.16M +$131K +224 +6%
APP
1717
Avantax Planning Partners
Iowa
$2.15M -$1.22M -2,089 -36%
EB
1718
Emprise Bank
Kansas
$2.15M -$88.3K -151 -4%
HIC
1719
Hartline Investment Corp
Illinois
$2.15M – – –
MFG
1720
MidWestOne Financial Group
Iowa
$2.15M -$53.8K -92 -2%
SCA
1721
Southern Capital Advisors
Tennessee
$2.15M +$1.9M +3,250 +770%
CA
1722
Continuum Advisory
Idaho
$2.15M +$123K +208 +6%
PWS
1723
Peterson Wealth Services
Utah
$2.15M +$1.62M +2,773 +309%
NWAG
1724
Net Worth Advisory Group
Utah
$2.14M +$2.14M +3,663 New
TFP
1725
Tilia Fiduciary Partners
North Carolina
$2.13M +$113K +194 +6%
67 68
69
70 71