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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 %
SWP
2301
Summit Wealth Partners
Florida
$862K – – –
BFG
2302
Bouchey Financial Group
New York
$862K +$22.2K +38 +3%
KCM
2303
Kanawha Capital Management
Virginia
$859K +$1.17K +2 +0.1%
CG
2304
Clifford Group
Massachusetts
$859K -$7.02K -12 -0.8%
AIC
2305
Argus Investors Counsel
New York
$856K -$51.5K -88 -6%
GL
2306
Gerber LLC
Ohio
$855K – – –
CC
2307
Copperleaf Capital
North Carolina
$855K -$7.6K -13 -0.9%
TAM
2308
Titleist Asset Management
Texas
$854K +$167K +285 +24%
CM
2309
Columbus Macro
Pennsylvania
$853K -$7.66K -13 -0.9%
CM
2310
Crestline Management
Texas
$852K +$852K +1,458 New
CA
2311
Claris Advisors
Missouri
$850K – – –
GPI
2312
General Partner Inc
Pennsylvania
$845K – – –
LA
2313
Lifeworks Advisors
Michigan
$845K +$149K +255 +21%
CWS
2314
Cypress Wealth Services
California
$845K +$46.2K +79 +6%
TSW
2315
Thompson Siegel & Walmsley
Virginia
$844K +$62.6K +107 +8%
ODFS
2316
O'Donnell Financial Services
California
$840K – – –
TCM
2317
Tang Capital Management
California
$831K +$831K +1,422 New
WFA
2318
Wellspring Financial Advisors
Ohio
$830K +$131K +224 +19%
HBS
2319
Howard Bailey Securities
Indiana
$826K +$826K +1,412 New
CPRC
2320
Consolidated Portfolio Review Corp
New York
$826K +$38.6K +66 +5%
KSWWM
2321
Keyes Stange & Wooten Wealth Management
Florida
$823K +$557K +953 +209%
WAM
2322
Worth Asset Management
Texas
$823K +$443K +757 +116%
WPW
2323
Watershed Private Wealth
Illinois
$822K +$151K +259 +23%
PP
2324
PrairieView Partners
Minnesota
$821K -$108K -184 -12%
PI
2325
Parkside Investments
Illinois
$818K -$1.17M -2,000 -59%
91 92
93
94 95