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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 %
TWM
1851
Tolleson Wealth Management
Texas
$1.75M -$14.6K -25 -0.8%
SIA
1852
SGL Investment Advisors
Montana
$1.75M +$1.75M +2,945 New
IIC
1853
Ironwood Investment Counsel
Arizona
$1.75M -$197K -337 -10%
LJAC
1854
L.J. Altfest & Co
New York
$1.74M -$749K -1,282 -30%
AR
1855
Apeiron RIA
Texas
$1.74M +$116K +198 +7%
BAMG
1856
Brand Asset Management Group
Missouri
$1.74M -$97.1K -166 -5%
LB
1857
Legacy Bridge
Iowa
$1.74M +$3.51K +6 +0.2%
CPIG
1858
Chicago Partners Investment Group
Illinois
$1.73M +$53.1K +94 +3%
PMA
1859
Prudent Man Advisors
Illinois
$1.73M +$385K +658 +29%
KPP
1860
Kings Path Partners
Texas
$1.73M – – –
LA
1861
LVW Advisors
New York
$1.73M +$291K +498 +20%
XF
1862
XML Financial
Maryland
$1.73M -$17K -29 -1%
SW
1863
SkyOak Wealth
Michigan
$1.73M -$370K -632 -18%
CWM
1864
Centurion Wealth Management
Virginia
$1.72M +$1.72M +2,939 New
EGA
1865
E&G Advisors
Texas
$1.71M – – –
DWM
1866
Drive Wealth Management
Utah
$1.71M -$675K -1,154 -28%
LCM
1867
Leisure Capital Management
California
$1.71M +$70.7K +121 +4%
WMA
1868
West Michigan Advisors
Michigan
$1.71M +$328K +561 +24%
SFA
1869
Semmax Financial Advisors
North Carolina
$1.71M -$175K -284 -9%
TIA
1870
Tiemann Investment Advisors
California
$1.71M -$35.1K -60 -2%
KC
1871
Kingfisher Capital
North Carolina
$1.71M +$21K +36 +1%
VRM
1872
Vectors Research Management
New York
$1.71M -$17K -29 -1%
PAMG
1873
Patton Albertson Miller Group
Tennessee
$1.7M -$4.68K -8 -0.3%
MFP
1874
Meridian Financial Partners
Virginia
$1.7M +$31.6K +54 +2%
CM
1875
Caption Management
Oklahoma
$1.7M +$1.7M +2,900 New
73 74
75
76 77