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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 %
TIA
2276
Tandem Investment Advisors
South Carolina
$889K +$12.3K +21 +1%
RFP
2277
Root Financial Partners
California
$888K +$156K +266 +21%
RIA
2278
Realta Investment Advisors
Delaware
$887K -$2.42M -3,992 -73%
HPM
2279
Hoxton Planning & Management
West Virginia
$884K +$208K +356 +31%
JGIA
2280
Jackson Grant Investment Advisers
Connecticut
$882K +$1.76K +3 +0.2%
JCM
2281
Jacobsen Capital Management
Utah
$881K -$31.6K -54 -3%
APIM
2282
Agate Pass Investment Management
Washington
$879K +$33.9K +58 +4%
AWM
2283
AllSquare Wealth Management
New York
$878K – – –
FMTCOCP
2284
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$878K +$534K +913 +155%
IIM
2285
Intact Investment Management
Quebec, Canada
$877K -$1.16M -1,980 -57%
VV
2286
Verity & Verity
South Carolina
$876K +$90K +154 +11%
SFI
2287
SPC Financial Inc
Maryland
$876K +$613K +1,049 +234%
SC
2288
Summa Corp
Texas
$875K +$144K +247 +20%
SCG
2289
Sonata Capital Group
Washington
$875K – – –
SC
2290
Steph & Co
Wisconsin
$875K +$14K +24 +2%
PAM
2291
Paradigm Asset Management
New York
$874K – – –
FG
2292
Foster Group
Iowa
$874K -$1.19M -2,036 -58%
MAM
2293
Marotta Asset Management
Virginia
$872K -$4.09K -7 -0.5%
KIG
2294
Kowal Investment Group
Wisconsin
$870K +$187K +319 +27%
OBWG
2295
Onyx Bridge Wealth Group
New York
$869K -$14.6K -25 -2%
I
2296
INVST
Indiana
$868K -$14.6K -25 -2%
PC
2297
Permanens Capital
New York
$868K +$868K +1,484 New
HFM
2298
Harvest Fund Management
China
$866K -$780K -1,334 -47%
SIM
2299
SSI Investment Management
California
$865K -$585 -1 -0.1%
SFB
2300
STAR Financial Bank
Indiana
$864K -$247K -423 -22%
90 91
92
93 94