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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 %
GWCM
2076
Godshalk Welsh Capital Management
Pennsylvania
$1.23M -$132K -225 -10%
THCM
2077
Taylor Hoffman Capital Management
Virginia
$1.23M +$1.23M +2,184 New
CWM
2078
Castle Wealth Management
Florida
$1.23M +$24K +41 +2%
CYG
2079
Clean Yield Group
Vermont
$1.23M +$8.77K +15 +0.7%
SMC
2080
Smith, Moore & Co
Missouri
$1.23M -$77.2K -132 -6%
MAM
2081
McLean Asset Management
Virginia
$1.23M +$14.8K +25 +1%
FC
2082
Forte Capital
New York
$1.23M -$185K -316 -13%
PMSA
2083
Patrick M. Sweeney & Associates
Illinois
$1.22M +$56.1K +96 +5%
AMM
2084
American Money Management
California
$1.22M -$28.1K -48 -2%
SW
2085
SMART Wealth
Nebraska
$1.22M -$97.1K -166 -7%
RFS
2086
Richardson Financial Services
Massachusetts
$1.22M +$3.57K +7 +0.3%
GWSG
2087
GPS Wealth Strategies Group
Colorado
$1.21M -$62.6K -107 -5%
ACP
2088
Aveo Capital Partners
Colorado
$1.21M +$63.1K +108 +6%
ISWM
2089
Independent Solutions Wealth Management
New York
$1.21M +$24K +41 +2%
PPP
2090
Private Portfolio Partners
New Jersey
$1.2M +$1.2M +2,057 New
WW
2091
Waterfront Wealth
Kansas
$1.2M +$41.3K +73 +4%
KWA
2092
Kellett Wealth Advisors
Ohio
$1.2M +$111K +190 +10%
NRWA
2093
North Ridge Wealth Advisors
Oregon
$1.2M – – –
FPF
2094
First Pacific Financial
Washington
$1.19M +$21K +36 +2%
PAM
2095
Peak Asset Management
Colorado
$1.19M – – –
KA
2096
Kozak & Associates
Colorado
$1.19M +$6.86K +12 +0.6%
CF
2097
Copperwynd Financial
Arizona
$1.18M +$143K +245 +14%
AAG
2098
Armstrong Advisory Group
Massachusetts
$1.18M -$4.09K -7 -0.3%
BFS
2099
Bard Financial Services
Connecticut
$1.18M -$29.2K -50 -2%
AWC
2100
Abundance Wealth Counselors
Pennsylvania
$1.18M – – –
82 83
84
85 86