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 %
WMP
1876
Wealth Management Partners
Arizona
$1.7M -$32.7K -56 -2%
BB
1877
Burford Brothers
Texas
$1.69M +$95.9K +164 +6%
EWA
1878
EverSource Wealth Advisors
Alabama
$1.69M +$155K +265 +10%
ARMT
1879
Amica Retiree Medical Trust
Rhode Island
$1.69M +$1.69M +2,885 New
ACM
1880
Absolute Capital Management
Pennsylvania
$1.68M +$5.85K +10 +0.3%
FW
1881
FullCircle Wealth
Texas
$1.68M -$67.8K -120 -4%
TRIA
1882
Trail Ridge Investment Advisors
Colorado
$1.66M -$39K -69 -2%
OM
1883
OV Management
Minnesota
$1.66M -$4.09K -7 -0.2%
LOIP
1884
Live Oak Investment Partners
Texas
$1.66M -$1.43M – –
KMWM
1885
Keudell/Morrison Wealth Management
Oregon
$1.65M -$19.3K -33 -1%
GAA
1886
Global Assets Advisory
Florida
$1.65M +$1.65M +2,829 New
MWC
1887
MBM Wealth Consultants
Missouri
$1.64M +$73.7K +126 +5%
CA
1888
Cambridge Advisors
Nebraska
$1.64M – – –
BIM
1889
Baldwin Investment Management
Pennsylvania
$1.64M +$43.3K +74 +3%
PIA
1890
Perennial Investment Advisors
California
$1.63M +$26.3K +45 +2%
CB
1891
Cadence Bank
Mississippi
$1.63M +$26.9K +46 +2%
SPWG
1892
Syntegra Private Wealth Group
Missouri
$1.63M +$26.3K +45 +2%
SS
1893
Sunbelt Securities
Texas
$1.63M +$14K +24 +0.9%
AI
1894
AXS Investments
New York
$1.62M +$26.9K +46 +2%
CH
1895
Cromwell Holdings
Wyoming
$1.62M – – –
WIM
1896
Westside Investment Management
California
$1.61M -$4.68K -8 -0.3%
KIC
1897
Kensington Investment Counsel
California
$1.61M – – –
S
1898
Sunpointe
Missouri
$1.61M -$5.85K -10 -0.4%
FA
1899
Fiduciary Alliance
South Carolina
$1.6M +$767K +1,312 +92%
IWA
1900
IBEX Wealth Advisors
New Jersey
$1.6M +$1.57M +21,513 +5,247%
74 75
76
77 78