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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 %
FH
2326
FWG Holdings
Florida
$818K -$21.5K -38 -3%
COCM
2327
Charter Oak Capital Management
New Hampshire
$815K +$180K +308 +28%
WT
2328
Washington Trust
Rhode Island
$815K -$15.8K -27 -2%
LWM
2329
Laidlaw Wealth Management
New York
$810K -$52K -89 -6%
WDC
2330
Woodward Diversified Capital
California
$808K +$450K +769 +125%
TAM
2331
Townsend Asset Management
North Carolina
$803K +$1.75K +3 +0.2%
HWP
2332
Hibernia Wealth Partners
Louisiana
$803K +$355K +607 +79%
WWM
2333
Whalen Wealth Management
Nevada
$802K – – –
RFA
2334
Resurgent Financial Advisors
Georgia
$802K -$19.3K -33 -2%
WCM
2335
Washington Capital Management
Washington
$801K – – –
HCP
2336
Holt Capital Partners
Texas
$800K +$2.34K +4 +0.3%
EA
2337
Ellsworth Advisors
Ohio
$799K +$81.3K +139 +11%
SFS
2338
Summit Financial Strategies
Ohio
$798K -$22.2K -38 -3%
BTWM
2339
Baker Tilly Wealth Management
Wisconsin
$798K -$408K -697 -34%
KCPG
2340
Kavar Capital Partners Group
Kansas
$798K – – –
CF
2341
Cyr Financial
Illinois
$798K +$12.9K +22 +2%
SMH
2342
Sanders Morris Harris
Texas
$797K – – –
RG
2343
Renaissance Group
Kentucky
$795K -$333K -569 -29%
CWM
2344
Cahaba Wealth Management
Georgia
$794K -$893K -1,526 -53%
IP
2345
Ignite Planners
California
$791K +$79.5K +136 +11%
GA
2346
Goldstein Advisors
Wisconsin
$791K +$35.1K +60 +5%
PBO
2347
Peoples Bank (Ohio)
Ohio
$789K -$2.92K -5 -0.4%
BA
2348
Birinyi Associates
Connecticut
$789K – – –
VWM
2349
Vigilare Wealth Management
Arizona
$787K -$4.09K -7 -0.5%
CFG
2350
Copley Financial Group
California
$786K +$786K +1,345 New
92 93
94
95 96