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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 %
AA
2426
Auxano Advisors
Washington
$695K +$56.1K +96 +9%
CGA
2427
Crescent Grove Advisors
Illinois
$694K -$67.8K -116 -9%
FA
2428
FDx Advisors
Illinois
$690K +$125K +213 +22%
NBT
2429
Northwest Bank & Trust
Iowa
$690K – – –
ACM
2430
Armbruster Capital Management
New York
$689K +$1.75K +3 +0.3%
BMMM
2431
Boston Mountain Money Management
Arkansas
$689K -$31K -53 -4%
MAM
2432
Marquette Asset Management
Minnesota
$688K -$59.6K -102 -8%
LAM
2433
Lewis Asset Management
California
$687K +$37.4K +64 +6%
VWA
2434
Visionary Wealth Advisors
Illinois
$686K +$31K +53 +5%
NCTC
2435
New Covenant Trust Company
Indiana
$686K +$91.9K +158 +15%
BBNB
2436
Baker Boyer National Bank
Washington
$686K – – –
VC
2437
Veracity Capital
Georgia
$684K +$36.8K +63 +6%
FHC
2438
First Heartland Consultants
Missouri
$682K +$24.6K +42 +4%
CP
2439
Castleview Partners
Texas
$681K -$1.75K -3 -0.3%
CFMC
2440
Curbstone Financial Management Corp
New Hampshire
$681K -$24.6K -42 -3%
PPW
2441
Parcion Private Wealth
Washington
$679K -$198K -338 -23%
4WM
2442
49 Wealth Management
Texas
$678K +$342K +584 +102%
TA
2443
Tectonic Advisors
Texas
$678K +$2.34K +4 +0.3%
C
2444
CEDRUS
Colorado
$677K +$5.85K +10 +0.9%
HFS
2445
Heritage Financial Services
Massachusetts
$675K -$48.5K -83 -7%
AIA
2446
Angeles Investment Advisors
California
$675K +$21.6K +37 +3%
AWM
2447
Aprio Wealth Management
Georgia
$675K +$105K +179 +18%
GKWIM
2448
Gerber Kawasaki Wealth & Investment Management
California
$673K -$60.3K -103 -8%
MCM
2449
Mendel Capital Management
Arkansas
$672K +$19.3K +33 +3%
SW
2450
StrongBox Wealth
Missouri
$670K -$740K -1,266 -52%
96 97
98
99 100