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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 %
TSWM
2376
Tyler-Stone Wealth Management
Ohio
$748K +$454K +776 +154%
SWA
2377
SOA Wealth Advisors
New York
$746K +$26.9K +46 +4%
Winslow Capital Management
2378
Winslow Capital Management
Minnesota
$744K -$295M -503,959 -100%
WAG
2379
Winthrop Advisory Group
Massachusetts
$742K -$31.6K -54 -4%
WG
2380
Wealth Group
North Carolina
$742K +$12.3K +21 +2%
TCPW
2381
Twin City Private Wealth
North Carolina
$741K +$19.9K +34 +3%
DI
2382
DDFG Inc
California
$741K – – –
WFL
2383
Wealth Forward LLC
North Dakota
$741K – – –
PC
2384
Prairiewood Capital
North Dakota
$740K – – –
OFG
2385
Oxford Financial Group
Indiana
$739K -$89.4K -153 -11%
FBT
2386
First Bank & Trust
South Dakota
$738K +$62K +106 +9%
NFSG
2387
Newbridge Financial Services Group
Florida
$736K +$225K +385 +44%
QPWM
2388
Quadrant Private Wealth Management
Pennsylvania
$736K +$71.9K +123 +11%
WMA
2389
Wealth Management Associates
New Jersey
$734K +$116K +199 +19%
BA
2390
Ballast Advisors
Minnesota
$731K -$21.6K -37 -3%
MFG
2391
Midwest Financial Group
Kansas
$731K +$2.34K +4 +0.3%
SFC
2392
Swisher Financial Concepts
Ohio
$731K +$371K +682 +103%
MWM
2393
Mosley Wealth Management
California
$731K +$67.4K +118 +10%
AC
2394
Avory & Company
Florida
$730K – – –
HNWAG
2395
High Net Worth Advisory Group
Florida
$730K – – –
TPWM
2396
Twelve Points Wealth Management
Massachusetts
$730K +$91.2K +156 +14%
AB
2397
Atlas Brown
Kentucky
$729K +$9.36K +16 +1%
HCM
2398
Hengehold Capital Management
Ohio
$729K +$148K +253 +25%
4WM
2399
44 Wealth Management
Oregon
$727K +$727K +1,288 New
WHCI
2400
W.H. Cornerstone Investments
Massachusetts
$723K -$49.7K -85 -6%
94 95
96
97 98