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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 %
CPWA
2101
Cerro Pacific Wealth Advisors
California
$1.17M – – –
MA
2102
Modus Advisors
Minnesota
$1.17M -$209K -358 -15%
BMO
2103
Beck Mack & Oliver
New York
$1.17M -$56.7K -97 -5%
BSTWA
2104
Blake Schutter Theil Wealth Advisors
Ohio
$1.17M +$1.17M +2,002 New
MFS
2105
Monetta Financial Services
Illinois
$1.17M – – –
LK
2106
Lumbard & Kellner
New Hampshire
$1.17M – – –
EP
2107
EPIQ Partners
Minnesota
$1.17M – – –
DDPIC
2108
Deroy & Devereaux Private Investment Counsel
Michigan
$1.17M – – –
FCFC
2109
First Commonwealth Financial Corp
Pennsylvania
$1.16M +$13.4K +23 +1%
CPC
2110
Consolidated Planning Corp
Georgia
$1.16M -$108K -185 -9%
CMS
2111
Capital Market Strategies
Florida
$1.16M -$2.34K -4 -0.2%
SFG
2112
Sunburst Financial Group
Alabama
$1.16M +$21.6K +37 +2%
PP
2113
Patron Partners
Texas
$1.16M -$14K -24 -1%
PIM
2114
Profit Investment Management
Maryland
$1.15M – – –
ABTD
2115
Arvest Bank Trust Division
Oklahoma
$1.15M +$1.15M +1,973 New
UAG
2116
United Advisor Group
Ohio
$1.15M +$441K +754 +62%
CWM
2117
Cornerstone Wealth Management
Missouri
$1.15M – – –
CF
2118
Clarity Financial
Texas
$1.15M -$227K -388 -17%
WA
2119
WealthTrust Axiom
Pennsylvania
$1.15M – – –
CCMIC
2120
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1.14M -$16.7M -28,551 -94%
CCM
2121
Chickasaw Capital Management
Tennessee
$1.14M – – –
BWP
2122
Baldwin Wealth Partners
Massachusetts
$1.14M +$211K +361 +23%
WCM
2123
WealthBridge Capital Management
Ohio
$1.14M +$337K +576 +42%
RCM
2124
Raleigh Capital Management
North Carolina
$1.13M +$451K +771 +66%
SIS
2125
Sound Income Strategies
Florida
$1.13M +$17K +29 +2%
83 84
85
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