UNH icon

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 %
IAS
1776
Investment Advisory Services
Texas
$1.98M +$121K +207 +7%
PCM
1777
Prelude Capital Management
New York
$1.97M -$1.08M -1,846 -35%
HAIM
1778
Hunter Associates Investment Management
Pennsylvania
$1.97M – – –
D
1779
Diversified
Delaware
$1.96M -$18.7K -32 -0.9%
DE
1780
Diversified Enterprises
Delaware
$1.96M +$1.96M +3,352 New
BIA
1781
Benchmark Investment Advisors
Illinois
$1.96M +$39.2K +67 +2%
AWA
1782
Alta Wealth Advisors
Massachusetts
$1.95M -$15.2K -26 -0.8%
DWM
1783
Defined Wealth Management
Oregon
$1.95M -$585 -1 -0%
SAI
1784
Savvy Advisors Inc
New York
$1.94M +$1.01M +1,724 +109%
TIA
1785
Trust Investment Advisors
Indiana
$1.94M -$11.1K -19 -0.6%
Two Sigma Investments
1786
Two Sigma Investments
New York
$1.93M -$1.79M -3,054 -48%
CPR
1787
CSU Producer Resources
Ohio
$1.93M – – –
ADIM
1788
Alpha DNA Investment Management
Maryland
$1.93M +$669K +1,144 +53%
KHCM
1789
Kirtland Hills Capital Management
Ohio
$1.93M -$76.6K -131 -4%
GIM
1790
Groesbeck Investment Management
New Jersey
$1.93M -$409K -700 -18%
AIA
1791
Alera Investment Advisors
Illinois
$1.92M +$198K +338 +11%
NFA
1792
Northern Financial Advisors
Michigan
$1.92M +$67.2K +115 +4%
BWM
1793
Buckley Wealth Management
Nevada
$1.92M +$36.8K +63 +2%
KFA
1794
Kelleher Financial Advisors
New York
$1.91M -$8.77K -15 -0.5%
TSMHT
1795
Thurston Springer Miller Herd & Titak
Indiana
$1.91M +$116K +199 +6%
FA
1796
Faithward Advisors
Pennsylvania
$1.9M -$85.4K -146 -4%
GA
1797
GoalVest Advisory
New York
$1.9M +$72.5K +124 +4%
FMWA
1798
Forvis Mazars Wealth Advisors
Missouri
$1.9M +$98.2K +168 +5%
SEIA
1799
Signature Estate & Investment Advisors
California
$1.89M -$311K -532 -14%
TFIPS
1800
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.89M -$98.8K -169 -5%
70 71
72
73 74