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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 %
JSAM
2351
J. Safra Asset Management
New York
$784K +$104K +178 +15%
BLC
2352
Brown, Lisle/Cummings
Rhode Island
$781K -$14.6K -25 -2%
TA
2353
TCM Advisors
West Virginia
$779K -$730K – –
TNB
2354
Thomasville National Bank
Georgia
$779K +$8.19K +14 +1%
AGC
2355
Aspen Grove Capital
Colorado
$777K +$21.6K +37 +3%
UWPG
2356
Ullmann Wealth Partners Group
Florida
$774K +$68.4K +117 +10%
CCP
2357
Cassia Capital Partners
North Carolina
$772K -$56.1K -96 -7%
NRI
2358
NFP Retirement Inc
California
$770K +$1.75K +3 +0.2%
EA
2359
Everpar Advisors
Oklahoma
$770K -$70.7K -121 -8%
SSWM
2360
Strait & Sound Wealth Management
California
$769K +$125K +213 +19%
BWM
2361
Buska Wealth Management
Wisconsin
$769K +$40.3K +69 +6%
KL
2362
KilterHowling LLC
Colorado
$769K +$27.5K +47 +4%
GP
2363
Geneva Partners
Wisconsin
$767K +$767K +1,311 New
TGAM
2364
TBH Global Asset Management
Tennessee
$764K -$8.77K -15 -1%
WKSWA
2365
White Knight Strategic Wealth Advisors
New Jersey
$764K -$6.43K -11 -0.8%
SGK
2366
Steigerwald Gordon & Koch
Virginia
$760K -$24.6K -42 -3%
V
2367
VeraBank
Texas
$760K -$7.6K -13 -1%
NPFS
2368
Novak & Powell Financial Services
Florida
$758K +$1.76K +3 +0.2%
BP
2369
BCK Partners
New York
$758K +$9.36K +16 +1%
OPOWM
2370
One Plus One Wealth Management
Florida
$757K +$20.5K +35 +3%
AFG
2371
Altiora Financial Group
Ohio
$753K -$4.09K -7 -0.5%
FWM
2372
FFT Wealth Management
Pennsylvania
$753K +$79.5K +136 +12%
SFPG
2373
Stonebridge Financial Planning Group
Florida
$751K -$1.17K -2 -0.2%
FWTB
2374
First Western Trust Bank
Colorado
$750K -$27.5K -47 -4%
CW
2375
Code Waechter
Florida
$748K +$748K +1,279 New
93 94
95
96 97