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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 %
PWM
2401
Penobscot Wealth Management
Maine
$722K +$6.44K +11 +0.9%
IA
2402
Insight Advisors
Pennsylvania
$720K -$1.17K -2 -0.2%
KDA
2403
Kraft Davis & Associates
Missouri
$719K – – –
AP
2404
Adero Partners
California
$719K +$20.5K +35 +3%
Members Trust
2405
Members Trust
Florida
$717K +$3.51K +6 +0.5%
JPWM
2406
Jamison Private Wealth Management
Georgia
$716K +$100K +171 +16%
TA
2407
TFB Advisors
Kansas
$714K +$57.9K +99 +9%
BDF
2408
Black Diamond Financial
Maryland
$714K -$11.1K -19 -2%
CWA
2409
Canvas Wealth Advisors
Kansas
$712K +$166K +284 +30%
SAF
2410
Smith Anglin Financial
Texas
$712K +$12.9K +22 +2%
NF
2411
NavPoint Financial
Minnesota
$710K +$2.92K +5 +0.4%
SL
2412
Salomon & Ludwin
Virginia
$708K +$25.1K +43 +4%
AGP
2413
Autumn Glory Partners
Texas
$707K +$388K +662 +121%
LAM
2414
LifePro Asset Management
California
$706K +$161K +276 +30%
KOCAA
2415
Knights of Columbus Asset Advisors
Connecticut
$705K +$45.6K +78 +7%
DA
2416
Dillon & Associates
Michigan
$705K +$4.68K +8 +0.7%
CMANY
2417
Capital Management Associates (New York)
New York
$704K -$11.1K -19 -2%
AC
2418
Apella Capital
Connecticut
$703K +$39.7K +67 +6%
MBI
2419
May Barnhard Investments
Maryland
$703K +$1.75K +3 +0.3%
LIP
2420
Lighthouse Investment Partners
Florida
$703K -$17.4M -29,676 -96%
NC
2421
nVerses Capital
Florida
$702K – – –
HAG
2422
HF Advisory Group
Maryland
$701K -$34.5K -59 -5%
SIGI
2423
Susquehanna International Group (Ireland)
Ireland
$699K +$699K +1,196 New
WCM
2424
Windward Capital Management
California
$699K +$451K +771 +182%
IFPG
2425
Intrepid Financial Planning Group
Indiana
$698K – – –
95 96
97
98 99