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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 %
FCMC
2126
Founders Capital Management (Connecticut)
Connecticut
$1.13M – – –
FFC
2127
First Financial Corp
Indiana
$1.13M -$16.4K -28 -1%
6F
2128
626 Financial
Michigan
$1.13M -$98.2K -168 -8%
CCG
2129
Ceeto Capital Group
Florida
$1.13M -$1.17M -2,000 -51%
TWM
2130
Thrive Wealth Management
Pennsylvania
$1.12M +$45.6K +78 +4%
BWM
2131
Baron Wealth Management
Michigan
$1.12M +$273K +467 +32%
DFA
2132
Davies Financial Advisors
California
$1.12M -$26.9K -46 -2%
WB
2133
Webster Bank
Connecticut
$1.12M +$103K +177 +10%
LI
2134
LRI Investments
Florida
$1.11M +$1.01M +16,910 +1,026%
BCM
2135
BluePath Capital Management
Georgia
$1.11M +$117K +200 +12%
PCMC
2136
Planning Capital Management Corporation
Pennsylvania
$1.11M +$386K +660 +53%
MFWP
2137
Mosaic Family Wealth Partners
Missouri
$1.11M +$33.9K +58 +3%
IWA
2138
IVC Wealth Advisors
Pennsylvania
$1.1M -$10.5K -18 -0.9%
APC
2139
Aspire Private Capital
North Carolina
$1.1M +$17.5K +30 +2%
PWM
2140
PBMares Wealth Management
Virginia
$1.1M -$4.68K -8 -0.4%
SMA
2141
Seven Mile Advisory
New Jersey
$1.1M +$88.3K +151 +9%
SPL
2142
Smart Portfolios LLC
Washington
$1.1M – – –
GCL
2143
Gouws Capital LLC
North Carolina
$1.1M – – –
KWM
2144
KFG Wealth Management
Indiana
$1.1M +$442K +756 +68%
OP
2145
ORG Partners
Indiana
$1.09M -$366K -624 -25%
OHWP
2146
Oak Harbor Wealth Partners
North Carolina
$1.09M +$74.9K +128 +7%
TCWM
2147
Total Clarity Wealth Management
Illinois
$1.09M – – –
FSA
2148
Franklin Street Advisors
North Carolina
$1.09M -$80.1K -137 -7%
AAIM
2149
Asset Advisors Investment Management
Georgia
$1.09M -$21.6K -37 -2%
LCM
2150
LRT Capital Management
Texas
$1.09M +$1.09M +1,863 New
84 85
86
87 88