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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 %
APA
1751
Astoria Portfolio Advisors
New York
$2.05M +$42.5K +71 +2%
JWA
1752
JFS Wealth Advisors
Pennsylvania
$2.05M +$1.66M +2,832 +425%
LSV Asset Management
1753
LSV Asset Management
Illinois
$2.05M -$17.2M -29,500 -89%
JJBC
1754
James J. Burns & Company
New York
$2.04M +$7.6K +13 +0.4%
OWA
1755
ORBA Wealth Advisors
Illinois
$2.04M +$21.6K +37 +1%
CCA
1756
Cobblestone Capital Advisors
New York
$2.03M +$19.3K +33 +1%
TCM
1757
Teza Capital Management
Illinois
$2.03M +$1.47M +2,519 +264%
SWA
1758
Stratos Wealth Advisors
Ohio
$2.02M -$21.1K -36 -1%
LWCFA
1759
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.01M +$20.2K +36 +1%
SIA
1760
SeaBridge Investment Advisors
New Jersey
$2.01M +$2.01M +3,435 New
EFA
1761
Evernest Financial Advisors
Indiana
$2.01M -$49.1K -84 -2%
PIA
1762
Pinion Investment Advisors
Kansas
$2M +$70.2K +120 +4%
UW
1763
Unique Wealth
Florida
$2M +$113K +194 +6%
OWG
1764
Oxford Wealth Group
Florida
$2M -$1.07M -1,837 -35%
TPW
1765
Transatlantique Private Wealth
New York
$2M +$481K +823 +32%
PFGIA
1766
Patriot Financial Group Insurance Agency
Massachusetts
$2M -$47.4K -81 -2%
NONA
1767
Ninety One North America
New York
$2M +$2M +3,415 New
MTC
1768
Matrix Trust Company
Colorado
$1.99M +$33.3K +57 +2%
NFG
1769
Northeast Financial Group
Pennsylvania
$1.99M -$610K -1,043 -23%
CFO
1770
Callan Family Office
Pennsylvania
$1.99M +$563K +963 +40%
CIG
1771
Cullen Investment Group
Louisiana
$1.98M +$35.1K +60 +2%
ZIG
1772
Zullo Investment Group
Pennsylvania
$1.98M +$21.6K +37 +1%
RWB
1773
RMR Wealth Builders
New Jersey
$1.98M -$84.2K -144 -4%
CAGAS
1774
Capital Advisory Group Advisory Services
Minnesota
$1.98M +$687K +1,175 +53%
CC
1775
Commons Capital
Massachusetts
$1.98M -$226K -387 -10%
69 70
71
72 73