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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 %
GWP
2451
Gateway Wealth Partners
Wisconsin
$670K -$38K -65 -5%
PCI
2452
Planning Center Inc
Illinois
$669K -$1.04M -1,783 -61%
GSIAS
2453
Garden State Investment Advisory Services
New Jersey
$668K +$51.7K +88 +8%
PIN
2454
Prudent Investors Network
California
$668K – – –
SFWC
2455
Strategic Family Wealth Counselors
New Jersey
$667K +$18.1K +31 +3%
WRPWM
2456
Werba Rubin Papier Wealth Management
California
$667K +$88.3K +151 +15%
CBA
2457
Coastal Bridge Advisors
Connecticut
$667K +$15.8K +27 +2%
TNA
2458
True North Advisors
Texas
$665K +$91.8K +157 +16%
SFA
2459
Source Financial Advisors
New York
$664K -$73.1K -125 -10%
FCAS
2460
First Command Advisory Services
Texas
$663K +$15.2K +26 +2%
GCM
2461
Gables Capital Management
Florida
$661K -$4.68K -8 -0.7%
FCCM
2462
First City Capital Management
Georgia
$661K +$17.5K +30 +3%
GWAM
2463
Guardian Wealth Advisors (Minnesota)
Minnesota
$661K -$20.5K -35 -3%
BWM
2464
BCS Wealth Management
Tennessee
$659K +$63.2K +108 +11%
EL
2465
EWA LLC
Pennsylvania
$659K +$89.6K +151 +16%
OA
2466
Operose Advisors
Wisconsin
$658K +$43.9K +75 +7%
BFWA
2467
Benchmark Financial Wealth Advisors
Florida
$658K +$231K +396 +54%
IHWM
2468
Iron Horse Wealth Management
Iowa
$657K -$25.1K -43 -4%
THL
2469
Tillman Hartley LLC
Colorado
$655K – – –
CA
2470
Carson Advisory
Georgia
$654K +$45K +77 +7%
HCP
2471
Hexagon Capital Partners
Arkansas
$651K -$17K -29 -3%
CFFP
2472
Center for Financial Planning
Michigan
$651K +$172K +294 +36%
MWA
2473
Monograph Wealth Advisors
California
$650K – – –
SRC
2474
Sage Rhino Capital
California
$647K -$7.6K -13 -1%
PG
2475
Prostatis Group
Maryland
$646K -$1.12M -1,918 -63%
97 98
99
100 101