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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 %
AFG
2151
ABLE Financial Group
Arizona
$1.09M -$2.92K -5 -0.3%
ILI
2152
Invesco LLC (Illinois)
Illinois
$1.09M +$140K +240 +15%
NCFG
2153
New Century Financial Group
New Jersey
$1.09M +$381K +652 +54%
KFG
2154
Kingdom Financial Group
Arizona
$1.08M +$3.51K +6 +0.3%
DAM
2155
Diamant Asset Management
Connecticut
$1.08M -$23.4K -40 -2%
CA
2156
CWC Advisors
Oregon
$1.08M +$1.08M +1,843 New
CAL
2157
Capital Advisors Ltd
Ohio
$1.08M +$12.3K +21 +1%
VWMG
2158
Virginia Wealth Management Group
Virginia
$1.07M +$585 +1 +0.1%
EC
2159
EdgeRock Capital
Colorado
$1.07M +$42.1K +72 +4%
VBFP
2160
Valtinson Bruner Financial Planning
Minnesota
$1.07M -$9.94K -17 -0.9%
CAM
2161
Campion Asset Management
Virginia
$1.07M -$21.6K -37 -2%
Fuller & Thaler Asset Management
2162
Fuller & Thaler Asset Management
California
$1.07M – – –
MPCL
2163
My Personal CFO LLC
Washington
$1.07M -$35.1K -60 -3%
AT
2164
Arlington Trust
Alabama
$1.06M +$6.43K +11 +0.6%
AFT
2165
Alpha Family Trust
California
$1.06M – – –
SC
2166
Soundwatch Capital
Connecticut
$1.06M +$63.7K +109 +6%
RWS
2167
Resolute Wealth Strategies
Mississippi
$1.06M +$585 +1 +0.1%
MCA
2168
Magnolia Capital Advisors
Mississippi
$1.06M +$74.8K +128 +8%
WA
2169
Wealthstream Advisors
New York
$1.06M -$7.02K -12 -0.7%
1W
2170
1776 Wealth
Georgia
$1.05M -$60.8K -104 -5%
QPW
2171
Quantum Private Wealth
Florida
$1.05M – – –
PWP
2172
Precedent Wealth Partners
Texas
$1.05M +$1.05M +1,791 New
FCM
2173
Fourpath Capital Management
Oklahoma
$1.05M -$198K -339 -16%
KJHP
2174
K.J. Harrison & Partners
Ontario, Canada
$1.05M – – –
FFWA
2175
FRG Family Wealth Advisors
Washington
$1.04M – – –
85 86
87
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