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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 %
FPCP
2176
Fort Point Capital Partners
California
$1.04M +$107K +183 +11%
BMM
2177
Buffington Mohr McNeal
Idaho
$1.04M -$7.6K -13 -0.7%
FPWM
2178
FSB Premier Wealth Management
Iowa
$1.04M +$59.7K +102 +6%
TWG
2179
The Wealth Group
Minnesota
$1.04M +$39.8K +68 +4%
HWP
2180
Heritage Wealth Partners
Ohio
$1.04M +$587K +1,004 +131%
NRC
2181
New Republic Capital
North Carolina
$1.03M -$122K -208 -11%
BFA
2182
Buttonwood Financial Advisors
Maryland
$1.03M -$52K -89 -5%
FOA
2183
Five Oceans Advisors
California
$1.03M +$31.6K +54 +3%
AC
2184
ASB Consultores
Florida
$1.03M +$279K +478 +37%
AMG
2185
Asset Management Group
Connecticut
$1.03M -$49.1K -84 -5%
PCM
2186
Presidio Capital Management
California
$1.03M +$36.3K +62 +4%
KLCM
2187
KG&L Capital Management
Louisiana
$1.02M -$727K -1,244 -42%
AWS
2188
Aspen Wealth Strategies
Colorado
$1.02M -$73.7K -126 -7%
SWG
2189
Summit Wealth Group
Vermont
$1.02M -$17.5K -30 -2%
CC
2190
Cypress Capital
Tennessee
$1.02M -$41.5K -71 -4%
VA
2191
Verdad Advisers
Massachusetts
$1.02M +$212K +362 +26%
TWA
2192
TCI Wealth Advisors
Arizona
$1.02M -$19.9K -34 -2%
EW
2193
Elyxium Wealth
California
$1.02M +$1.02M +1,737 New
PFG
2194
Prosperity Financial Group
California
$1.01M -$175K -300 -15%
MCM
2195
MV Capital Management
Maryland
$1.01M +$46.2K +79 +5%
DSA
2196
Droms Strauss Advisors
Missouri
$1.01M -$99.4K -170 -9%
TF
2197
Tompkins Financial
New York
$1.01M +$28.6K +49 +3%
AFA
2198
AA Financial Advisors
Ohio
$1.01M +$47.9K +82 +5%
APWA
2199
Atlas Private Wealth Advisors
New Jersey
$1.01M -$18.7K -32 -2%
NB
2200
Northwest Bancshares
Pennsylvania
$1.01M -$279K -477 -22%
86 87
88
89 90