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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 %
MWM
1926
Mattern Wealth Management
Kansas
$1.56M -$2.44M -4,179 -61%
FCB
1927
First County Bank
Connecticut
$1.56M +$125K +213 +9%
CA
1928
Calton & Associates
Florida
$1.55M +$1.55M +2,652 New
HFO
1929
Heritage Family Offices
Arizona
$1.55M -$24.6K -42 -2%
SJIM
1930
St. Johns Investment Management
Florida
$1.55M -$241K -413 -14%
GPA
1931
Garrison Point Advisors
California
$1.54M -$2.92K -5 -0.2%
FFA
1932
Florida Financial Advisors
Florida
$1.54M -$400K -776 -21%
WWP
1933
WR Wealth Planners
Missouri
$1.54M +$21.6K +37 +1%
WLIM
1934
White Lighthouse Investment Management
Massachusetts
$1.54M – – –
SW
1935
SteelPeak Wealth
California
$1.53M -$1.96M -3,356 -56%
EWM
1936
Evergreen Wealth Management
Michigan
$1.53M +$337K +577 +28%
ACA
1937
Atlas Capital Advisors
Wyoming
$1.52M – – –
ACM
1938
Allred Capital Management
Texas
$1.52M +$59K +101 +4%
AT
1939
Avalon Trust
New Mexico
$1.52M -$328K -561 -18%
TF
1940
TLWM Financial
Texas
$1.52M -$50.3K -86 -3%
AA
1941
Alta Advisers
United Kingdom
$1.52M – – –
CRWM
1942
Castle Rock Wealth Management
California
$1.52M -$211K -358 -12%
PWP
1943
Phillips Wealth Planners
Mississippi
$1.51M +$68.6K +120 +5%
RCA
1944
Resonant Capital Advisors
Wisconsin
$1.51M +$211K +361 +16%
TCOTS
1945
Trust Company of the South
North Carolina
$1.51M +$279K +478 +23%
IFS
1946
Ifrah Financial Services
Arkansas
$1.51M -$40.9K -70 -3%
WCF
1947
West Coast Financial
California
$1.51M -$11.8M -20,234 -89%
MIM
1948
Moseley Investment Management
Florida
$1.51M +$79.5K +136 +6%
ESB
1949
Essex Savings Bank
Connecticut
$1.51M -$4.68K -8 -0.3%
GWM
1950
Gitterman Wealth Management
New Jersey
$1.51M – – –
76 77
78
79 80