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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 %
DFG
2226
Delta Financial Group
New Jersey
$965K +$9.94K +17 +1%
GAM
2227
Gould Asset Management
California
$964K -$14.6K -25 -1%
WPA
2228
West Paces Advisors
Georgia
$962K +$1.75K +3 +0.2%
CWP
2229
Core Wealth Partners
California
$962K +$261K +447 +37%
FAFN
2230
First Affirmative Financial Network
Colorado
$960K +$21.6K +37 +2%
VCM
2231
Virtue Capital Management
Tennessee
$957K +$185K +316 +24%
IWP
2232
Invenio Wealth Partners
Florida
$952K +$3.51K +6 +0.4%
FNBSF
2233
First National Bank Sioux Falls
South Dakota
$950K – – –
PG
2234
Proffitt & Goodson
Tennessee
$950K +$62.6K +107 +7%
AFP
2235
Ausdal Financial Partners
Iowa
$949K -$17K -29 -2%
CTC
2236
Corundum Trust Company
South Dakota
$948K +$3.51K +6 +0.4%
WPC
2237
White Pine Capital
Minnesota
$947K +$3.51K +6 +0.4%
GF
2238
Gries Financial
Ohio
$947K +$575K +984 +155%
GTAM
2239
Global Trust Asset Management
Florida
$945K -$5.85K -10 -0.6%
CD
2240
Chapin Davis
Maryland
$945K -$49.7K -85 -5%
LSPW
2241
Lake Street Private Wealth
Illinois
$942K -$1.18M -2,012 -56%
FAG
2242
Fortitude Advisory Group
Washington
$942K -$44.4K -76 -5%
SC
2243
Saturna Capital
Washington
$939K +$14.6K +25 +2%
CTC (Chicago Trading Company)
2244
CTC (Chicago Trading Company)
Illinois
$936K -$10.9M -18,623 -92%
RFO
2245
RiverGlades Family Offices
Florida
$935K -$117K -200 -11%
IIC
2246
Integrated Investment Consultants
Michigan
$934K +$309K +528 +49%
BWA
2247
Bordeaux Wealth Advisors
California
$933K +$198K +338 +27%
MSWM
2248
McGlone Suttner Wealth Management
Wisconsin
$932K +$204K +349 +28%
KCM
2249
KRS Capital Management
Michigan
$929K -$138K -236 -13%
SB
2250
Sunflower Bank
Texas
$928K +$44.4K +76 +5%
88 89
90
91 92