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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 %
SSWM
1726
Smith Salley Wealth Management
North Carolina
$2.13M +$522K +892 +32%
SWMG
1727
Signature Wealth Management Group
Georgia
$2.12M +$83K +142 +4%
ICM
1728
IMS Capital Management
Oregon
$2.12M +$14.6K +25 +0.7%
TA
1729
Townsend & Associates
Colorado
$2.12M – – –
SFG
1730
SNS Financial Group
Minnesota
$2.12M -$2.65M -4,524 -56%
RW
1731
Rede Wealth
Virginia
$2.12M -$67.2K -115 -3%
AWM
1732
Accurate Wealth Management
Florida
$2.11M -$1.85M -3,312 -47%
SSA
1733
Schonfeld Strategic Advisors
New York
$2.11M -$4.01M -6,860 -66%
EI
1734
Ellevest Inc
New York
$2.11M +$309K +529 +17%
PWA
1735
Prairie Wealth Advisors
Nebraska
$2.1M +$85.4K +146 +4%
PI
1736
Pettee Investors
Connecticut
$2.1M – – –
PFA
1737
Pure Financial Advisors
California
$2.09M -$524K -897 -20%
OWA
1738
One Wealth Advisors
California
$2.09M -$11.1K -19 -0.5%
WKWM
1739
Walter & Keenan Wealth Management
Indiana
$2.09M -$58.5K -100 -3%
SFG
1740
Shum Financial Group
California
$2.08M +$2.08M +3,675 New
RAM
1741
Ramirez Asset Management
New York
$2.08M – – –
JF
1742
JSF Financial
California
$2.08M +$793K +1,356 +62%
PWM
1743
Paulson Wealth Management
Illinois
$2.08M -$29.2K -50 -1%
DWM
1744
Dorchester Wealth Management
Quebec, Canada
$2.07M -$1.24M -2,127 -38%
AO
1745
Advisor OS
Illinois
$2.06M +$163K +278 +9%
HCCM
1746
Hudson Canyon Capital Management
New York
$2.06M – – –
CVA
1747
Central Valley Advisors
California
$2.05M +$27.5K +47 +1%
PA
1748
Prossimo Advisors
California
$2.05M +$38.6K +66 +2%
KAS
1749
KPP Advisory Services
Kentucky
$2.05M +$24.6K +42 +1%
HFA
1750
Harbert Fund Advisors
Alabama
$2.05M +$1.17M +2,000 +133%
68 69
70
71 72