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 %
PB
2051
Pinnacle Bancorp
Nebraska
$1.28M +$91.8K +157 +8%
PIP
2052
Peachtree Investment Partners
Florida
$1.28M -$64.3K -110 -5%
MWPCG
2053
Measured Wealth Private Client Group
New Hampshire
$1.28M -$183K -313 -12%
TYCC
2054
Texas Yale Capital Corp
Florida
$1.28M +$58.5K +100 +5%
BCP
2055
Berkeley Capital Partners
Georgia
$1.28M +$8.77K +15 +0.7%
KSB
2056
Kennebec Savings Bank
Maine
$1.28M +$1.28M +2,186 New
AAP
2057
Arax Advisory Partners
Colorado
$1.27M +$62.6K +107 +5%
LAIC
2058
Lederer & Associates Investment Counsel
California
$1.27M – – –
CIP
2059
Convergence Investment Partners
Florida
$1.26M +$64.3K +110 +5%
OC
2060
Opinicus Capital
Florida
$1.26M +$112K +191 +10%
MSFS
2061
Main Street Financial Solutions
Pennsylvania
$1.26M -$1.38M -2,359 -52%
PCM
2062
Pennsylvania Capital Management
Pennsylvania
$1.26M +$13.4K +23 +1%
AA
2063
Argent Advisors
Louisiana
$1.26M -$3.51K -6 -0.3%
IWM
2064
Iams Wealth Management
Nebraska
$1.26M +$111K +189 +10%
CWC
2065
Carolinas Wealth Consulting
North Carolina
$1.25M -$43.8K -75 -3%
TCWA
2066
Turtle Creek Wealth Advisors
Texas
$1.25M +$151K +258 +14%
SFG
2067
Sovereign Financial Group
Connecticut
$1.25M -$28.1K -48 -2%
1WA
2068
180 Wealth Advisors
Washington
$1.24M -$23.4K -40 -2%
DW30
2069
Drucker Wealth 3.0
New Jersey
$1.24M +$25.1K +43 +2%
SI
2070
Seeds Investor
New York
$1.24M +$401K +686 +48%
WCM
2071
Wallace Capital Management
Texas
$1.24M +$11.1K +19 +0.9%
KA
2072
Kerrisdale Advisers
Florida
$1.24M – – –
ZIG
2073
Zuckerman Investment Group
Illinois
$1.24M +$37.4K +64 +3%
FMP
2074
Financial Management Professionals
Texas
$1.24M +$456K +780 +58%
KWM
2075
Kolinsky Wealth Management
New Jersey
$1.24M -$45K -77 -4%
81 82
83
84 85