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 %
AAM
1826
AR Asset Management
California
$1.81M – – –
DA
1827
Doliver Advisors
Texas
$1.81M -$183K -313 -9%
BC
1828
Bowman & Company
Wisconsin
$1.8M +$838K +1,430 +87%
MMM
1829
Mendel Money Management
Illinois
$1.8M -$66.1K -113 -4%
HP
1830
Hilltop Partners
Indiana
$1.8M -$9.94K -17 -0.6%
MCM
1831
Mainstream Capital Management
California
$1.79M +$1.79M +3,070 New
WC
1832
Westhampton Capital
North Carolina
$1.79M +$5.85K +10 +0.3%
BPAMU
1833
BTG Pactual Asset Management US
New York
$1.79M +$16.4K +28 +0.9%
SXL
1834
Summit X LLC
Missouri
$1.79M -$23.4K -46 -1%
BIP
1835
Blueprint Investment Partners
North Carolina
$1.79M +$1.41M +2,417 +377%
GWP
1836
Gen-Wealth Partners
Michigan
$1.79M +$229K +407 +15%
AA
1837
Altman Advisors
Illinois
$1.79M +$1.79M +3,056 New
YC
1838
Yarbrough Capital
Tennessee
$1.78M – – –
MBT
1839
Montecito Bank & Trust
California
$1.78M +$419K +716 +31%
IFWM
1840
Institute for Wealth Management
Colorado
$1.78M -$143K -244 -7%
ACGA
1841
Atlanta Consulting Group Advisors
Georgia
$1.77M +$537K +919 +44%
TFA
1842
Transamerica Financial Advisors
Florida
$1.77M -$3.29M -5,618 -65%
CCA
1843
Childress Capital Advisors
Texas
$1.77M +$349K +597 +25%
BHB
1844
Bank Hapoalim BM
Israel
$1.77M -$468K -800 -21%
IWA
1845
Invera Wealth Advisors
Oregon
$1.76M -$170K -281 -9%
AG
1846
Algert Global
California
$1.76M +$1.76M +3,015 New
III
1847
Independent Investors Inc
New York
$1.76M -$117K -200 -6%
BFG
1848
Beacon Financial Group
Texas
$1.76M +$47.4K +81 +3%
SACTSONJ
1849
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.75M – – –
NRD
1850
Nebula Research & Development
New York
$1.75M -$672K -1,150 -28%
72 73
74
75 76