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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 %
SWP
2026
Semus Wealth Partners
Florida
$1.35M +$57.3K +98 +4%
SI
2027
Saxon Interests
Texas
$1.35M +$86.5K +148 +7%
KA
2028
Klingman & Associates
New York
$1.35M +$804K +1,375 +148%
MCM
2029
Monument Capital Management
Virginia
$1.35M +$256K +438 +24%
BA
2030
Bluesphere Advisors
Pennsylvania
$1.34M -$11.7K -20 -0.9%
CBT
2031
CoreFirst Bank & Trust
Kansas
$1.34M -$23.4K -40 -2%
LL
2032
LWMG LLC
Minnesota
$1.34M +$449K +768 +51%
C
2033
Certuity
Florida
$1.33M -$62.6K -107 -4%
CPC
2034
Cookson Peirce & Co
Pennsylvania
$1.33M +$37.4K +64 +3%
DFCM
2035
Dark Forest Capital Management
Puerto Rico
$1.33M +$897K +1,534 +209%
PNC
2036
Park National Corp
Ohio
$1.33M -$16.4K -28 -1%
HWA
2037
HCR Wealth Advisors
California
$1.32M +$35.7K +61 +3%
KFGK
2038
Keystone Financial Group (Kentucky)
Kentucky
$1.32M +$5.85K +10 +0.4%
JGGDR
2039
JGP Global Gestao de Recursos
Brazil
$1.32M -$81.3K -139 -6%
BBNA
2040
Bremer Bank National Association
Minnesota
$1.32M -$139K -238 -10%
HB
2041
HTLF Bank
Colorado
$1.32M -$49.7K -85 -4%
WAM
2042
Weinberger Asset Management
California
$1.31M +$12.3K +21 +0.9%
RL
2043
Rogco LP
Oklahoma
$1.3M -$62.6K -107 -5%
HT
2044
Headlands Technologies
Illinois
$1.3M +$1.3M +2,222 New
CG
2045
Corundum Group
Colorado
$1.29M -$547K -935 -30%
CFG
2046
Clayton Financial Group
Missouri
$1.29M +$1.29M +2,205 New
CP
2047
Covenant Partners
Tennessee
$1.29M +$15.8K +27 +1%
HGERS
2048
Householder Group Estate & Retirement Specialist
Arizona
$1.29M -$228K -390 -15%
CIA
2049
Cladis Investment Advisory
Montana
$1.29M -$178K -305 -12%
RWPA
2050
Richard W. Paul & Associates
Michigan
$1.29M +$1.17K +2 +0.1%
80 81
82
83 84