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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 %
CNB
2001
Camden National Bank
Maine
$1.38M +$7.6K +13 +0.6%
PCA
2002
Prosperity Capital Advisors
Ohio
$1.38M +$139K +238 +11%
MW
2003
MBL Wealth
North Carolina
$1.38M +$4.68K +8 +0.3%
CG
2004
Clarus Group
Texas
$1.38M -$46.2K -79 -3%
ATWA
2005
Arbor Trust Wealth Advisors
Michigan
$1.38M – – –
PW
2006
Paladin Wealth
Minnesota
$1.38M +$1.38M +2,361 New
LCM
2007
LVM Capital Management
Michigan
$1.37M – – –
SOAMC
2008
Spirit of America Management Corp
New York
$1.37M – – –
LIG
2009
Lokken Investment Group
Delaware
$1.37M -$11.7K -20 -0.8%
JSL
2010
JT Stratford LLC
Georgia
$1.37M -$142K -243 -9%
SAM
2011
Sompo Asset Management
Japan
$1.36M +$29.2K +50 +2%
WGCA
2012
Wolf Group Capital Advisors
Virginia
$1.36M +$1.08M +2,247 +383%
BOPW
2013
Brandywine Oak Private Wealth
Pennsylvania
$1.36M +$12.3K +21 +0.9%
FSA
2014
Financial Security Advisor
Virginia
$1.36M +$253K +433 +23%
IIM
2015
InTrack Investment Management
Vermont
$1.36M +$2.92K +5 +0.2%
CFO
2016
CVA Family Office
Colorado
$1.36M +$57.9K +99 +4%
DCM
2017
DGS Capital Management
New Jersey
$1.36M +$5.26K +9 +0.4%
T
2018
TOBAM
France
$1.36M +$251K +429 +23%
G
2019
GenTrust
Florida
$1.36M +$402K +688 +42%
CIC
2020
Crawford Investment Counsel
Georgia
$1.35M -$34.5K -59 -2%
CC
2021
Callan Capital
California
$1.35M -$409K -699 -23%
UCI
2022
Uncommon Cents Investing
Wisconsin
$1.35M – – –
SOS
2023
Silver Oak Securities
Tennessee
$1.35M +$261K +449 +24%
AC
2024
AXQ Capital
New Jersey
$1.35M +$593K +1,014 +78%
CPA
2025
Cardiff Park Advisors
California
$1.35M -$28.7K -49 -2%
79 80
81
82 83