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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 %
OFS
1801
OneAscent Financial Services
Alabama
$1.89M +$5.85K +10 +0.3%
LFA
1802
Laraway Financial Advisors
Minnesota
$1.88M +$585 +1 +0%
GI
1803
GAMCO Investors
Connecticut
$1.88M -$134K -230 -7%
CCWM
1804
Correct Capital Wealth Management
Missouri
$1.88M +$662K +1,133 +54%
CA
1805
Cornerstone Advisory
Maryland
$1.88M -$120K -206 -6%
ACP
1806
Aviance Capital Partners
Florida
$1.87M -$28.7K -49 -2%
KA
1807
KLCM Advisors
Wisconsin
$1.87M -$171K -292 -8%
EFG
1808
Ethos Financial Group
Pennsylvania
$1.86M +$409K +700 +28%
MCI
1809
MRP Capital Investments
Georgia
$1.86M -$77.2K -132 -4%
PBT
1810
Pictet Bank & Trust
Bahamas
$1.85M -$76K -130 -4%
LF
1811
Lee Financial
Texas
$1.85M +$249K +426 +16%
SWM
1812
SeaCrest Wealth Management
New York
$1.84M -$9.94K -17 -0.5%
EA
1813
Enclave Advisors
Texas
$1.84M +$1.84M +3,148 New
MTIC
1814
Missouri Trust & Investment Company
Missouri
$1.84M -$20.5K -35 -1%
EIP
1815
Ellis Investment Partners
Pennsylvania
$1.84M +$15.2K +26 +0.8%
SIA
1816
Strategic Investment Advisors
Michigan
$1.84M -$204K -349 -10%
AWE
1817
Avidian Wealth Enterprises
Texas
$1.83M -$43.3K -74 -2%
MFC
1818
Mechanics Financial Corp
Ohio
$1.82M -$33.3K -57 -2%
WIA
1819
Westbourne Investment Advisors
Maryland
$1.82M -$3.51K -6 -0.2%
AIIMS
1820
Analyst IMS Investment Management Services
Israel
$1.82M +$619K +1,058 +51%
MW
1821
Maia Wealth
Colorado
$1.82M +$196K +350 +12%
SIC
1822
Samalin Investment Counsel
New York
$1.82M -$32.7K -56 -2%
YDMI
1823
Y.D. More Investments
Israel
$1.82M +$947K +1,620 +109%
CFS
1824
CRA Financial Services
New Jersey
$1.82M -$11.1K -19 -0.6%
FNWM
1825
Financial Network Wealth Management
Utah
$1.81M +$46.2K +79 +3%
71 72
73
74 75