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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 %
EFSCE
1951
Enterprise Financial Services Corp (EFSC)
Missouri
$1.51M -$47.9K -82 -3%
DWAM
1952
Duncan Williams Asset Management
Tennessee
$1.5M +$309K +528 +26%
CG
1953
CFO4Life Group
Texas
$1.5M +$46.8K +80 +3%
BHC
1954
Bowen Hanes & Co
Florida
$1.5M – – –
PSP
1955
Principal Street Partners
Tennessee
$1.5M +$709K +1,382 +90%
MA
1956
MCF Advisors
Kentucky
$1.5M -$13.4K -23 -0.9%
ATC
1957
Adirondack Trust Company
New York
$1.49M -$9.94K -17 -0.7%
FFBTD
1958
First Financial Bank - Trust Division
Ohio
$1.49M +$9.36K +16 +0.6%
FC
1959
Fairscale Capital
New Hampshire
$1.49M -$35.1K -60 -2%
APG
1960
Abacus Planning Group
South Carolina
$1.48M +$291K +497 +24%
ATS
1961
Ashton Thomas Securities
New York
$1.48M +$830K +1,419 +128%
AIC
1962
Archer Investment Corporation
Indiana
$1.47M -$1.75K -3 -0.1%
CIAS
1963
CFS Investment Advisory Services
New Jersey
$1.47M +$159K +272 +12%
ECG
1964
Edge Capital Group
Georgia
$1.47M -$327K -559 -18%
SFWA
1965
Summit Financial Wealth Advisors
Louisiana
$1.47M +$1.75K +3 +0.1%
EWM
1966
Evermay Wealth Management
Virginia
$1.47M -$21K -36 -1%
PWM
1967
Prentice Wealth Management
New York
$1.46M +$24K +41 +2%
DIM
1968
Delta Investment Management
California
$1.46M -$756K -1,293 -34%
MA
1969
MJP Associates
Connecticut
$1.46M -$47.4K -81 -3%
MUAMU
1970
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.46M -$58.5K -100 -4%
NB
1971
Nicolet Bankshares
Wisconsin
$1.46M -$57.3K -98 -4%
CFLC
1972
California First Leasing Corp
California
$1.46M – – –
SIAG
1973
Safeguard Investment Advisory Group
California
$1.45M -$154K -263 -10%
LFP
1974
Leeward Financial Partners
Washington
$1.45M +$34.5K +59 +2%
HI
1975
Humankind Investments
New York
$1.45M -$67.8K -116 -4%
77 78
79
80 81