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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 %
FCA
2201
FLC Capital Advisors
California
$1M – – –
PAG
2202
Paladin Advisory Group
Iowa
$1,000K -$14.6K -25 -1%
MWM
2203
Mindset Wealth Management
Indiana
$996K +$996K +1,703 New
JWWM
2204
Johnson & White Wealth Management
Pennsylvania
$991K +$38K +65 +4%
HBCM
2205
Heron Bay Capital Management
Michigan
$990K +$41.5K +71 +4%
AA
2206
Aire Advisors
California
$987K -$15.2K -26 -2%
IC
2207
Iconiq Capital
California
$987K +$568K +972 +136%
1SB
2208
1ST Source Bank
Indiana
$986K +$52.6K +90 +6%
CA
2209
Centerpoint Advisors
Massachusetts
$984K – – –
PBK
2210
Peoples Bank (Kansas)
Kansas
$983K +$983K +1,682 New
MS
2211
Maven Securities
Jersey
$982K -$3.84M -6,562 -80%
IA
2212
Inspire Advisors
Idaho
$982K -$100K -171 -9%
LA
2213
Latitude Advisors
Florida
$981K +$80.1K +137 +9%
MCCA
2214
Mill Creek Capital Advisors
Pennsylvania
$979K -$180K -308 -16%
DA
2215
Detalus Advisors
Missouri
$978K +$16.4K +28 +2%
EWS
2216
Eagle Wealth Strategies
New Jersey
$978K +$363K +621 +59%
GLLW
2217
Graves Light Lenhart Wealth
Virginia
$978K – – –
LWL
2218
Leo Wealth LLC
Texas
$975K -$194K -331 -17%
CIA
2219
Cape Investment Advisory
Georgia
$972K -$12.3K -21 -1%
LSIA
2220
LaSalle St. Investment Advisors
Illinois
$971K +$85.9K +147 +10%
LIA
2221
LS Investment Advisors
Michigan
$971K -$482K -825 -33%
TCB
2222
Texas Capital Bancshares
Texas
$971K – – –
NWMG
2223
Nicholson Wealth Management Group
South Carolina
$970K +$970K +1,659 New
BAAM
2224
Baker Avenue Asset Management
California
$970K -$28.1K -48 -3%
PWM
2225
Proathlete Wealth Management
Florida
$969K -$4.09K -7 -0.4%
87 88
89
90 91