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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 %
NA
2251
Navellier & Associates
Nevada
$926K +$2.34K +4 +0.3%
FSC
2252
Full Sail Capital
Oklahoma
$923K +$4.68K +8 +0.5%
VP
2253
Verum Partners
North Carolina
$921K +$25.7K +44 +3%
SFG
2254
Sather Financial Group
Texas
$921K +$7.02K +12 +0.8%
RFG
2255
RFP Financial Group
Georgia
$919K +$3.51K +6 +0.4%
CSB
2256
City State Bank
Iowa
$917K -$21K -36 -2%
GHA
2257
GW Henssler & Associates
Georgia
$916K +$585 +1 +0.1%
CA
2258
CoreCap Advisors
Michigan
$913K -$2.38M -4,077 -72%
PCM
2259
Pointe Capital Management
Michigan
$913K +$52K +89 +6%
IP
2260
Intellectus Partners
California
$913K -$1.14M -1,952 -56%
FFG
2261
Fiduciary Financial Group
California
$912K +$12.8K +22 +1%
LC
2262
Lavaca Capital
Texas
$912K -$408K -698 -31%
GC
2263
Gilbert & Cook
Iowa
$909K +$640K +1,095 +238%
SPW
2264
Sonoma Private Wealth
California
$907K -$26.3K -45 -3%
FTC
2265
Farmers Trust Company
Ohio
$907K -$15.2K -26 -2%
JWM
2266
Jeppson Wealth Management
California
$903K -$25.1K -43 -3%
GLA
2267
Good Life Advisors
Pennsylvania
$903K +$303K +519 +51%
CCFM
2268
Clear Creek Financial Management
Washington
$903K +$66.6K +114 +8%
TF
2269
Tudor Financial
Ohio
$900K +$900K +1,540 New
ACP
2270
Arcus Capital Partners
Georgia
$899K -$71.9K -123 -7%
MSS
2271
Mitchell Sinkler & Starr
Pennsylvania
$899K +$86.5K +148 +11%
SWA
2272
SFMG Wealth Advisors
Texas
$898K +$32.7K +56 +4%
PP
2273
Paloma Partners
Connecticut
$898K +$722K +1,235 +410%
OPWM
2274
Oxinas Partners Wealth Management
Indiana
$895K +$585 +1 +0.1%
QFA
2275
Quantum Financial Advisors
California
$890K – – –
89 90
91
92 93