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UnitedHealth

3,466 hedge funds and large institutions have $474B invested in UnitedHealth in 2024 Q3 according to their latest regulatory filings, with 241 funds opening new positions, 1,415 increasing their positions, 1,424 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 241 | Existing positions closed: 130

17% more funds holding in top 10

Funds holding in top 10: 270315 (+45)

15% more capital invested

Capital invested by funds: $412B → $474B (+$62.1B)

2% more funds holding

Funds holding: 3,3953,466 (+71)

0.44% more ownership

Funds ownership: 87.89%88.33% (+0.44%)

1% less repeat investments, than reductions

Existing positions increased: 1,415 | Existing positions reduced: 1,424

5% less call options, than puts

Call options by funds: $4.64B | Put options by funds: $4.89B

Holders
3,466
Holders Change
+71
Holders Change %
+2.09%
% of All Funds
49.76%
Holding in Top 10
315
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+16.67%
% of All Funds
4.52%
New
241
Increased
1,415
Reduced
1,424
Closed
130
Calls
$4.64B
Puts
$4.89B
Net Calls
-$249M
Net Calls Change
-$362M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
2701
JGP Wealth Management
Oregon
$491K +$51.5K +91 +12%
3F
2702
360 Financial
Minnesota
$490K +$6.79K +12 +1%
AC
2703
Allstate Corporation
Illinois
$489K -$1.27M -2,254 -73%
TWA
2704
Tandem Wealth Advisors
Arizona
$488K +$30K +53 +7%
AWM
2705
Aviso Wealth Management
Washington
$488K +$28.8K +51 +7%
BOM
2706
Bank of Marin
California
$487K -$1.13K -2 -0.2%
ODIJL
2707
One Day In July LLC
Vermont
$487K +$46.9K +83 +11%
BMC
2708
Beaton Management Company
Massachusetts
$486K
CMI
2709
Clare Market Investments
Texas
$485K -$33.9K -60 -7%
FC
2710
Financial Council
Maryland
$484K
SL
2711
Sentinus LLC
Illinois
$483K +$88.8K +157 +23%
EB
2712
Exchange Bank
California
$482K
JE
2713
JMAC Enterprises
Pennsylvania
$481K +$10.2K +18 +2%
SFS
2714
Symphony Financial Services
Ohio
$480K +$102K +181 +21%
CWM
2715
Cherrydale Wealth Management
New Jersey
$479K +$21.5K +38 +5%
BMC
2716
Benin Management Corp
Connecticut
$479K
GCM
2717
Greenland Capital Management
New York
$479K
VC
2718
Veery Capital
Delaware
$479K
WAM
2719
Walker Asset Management
Missouri
$478K +$1.13K +2 +0.2%
WTA
2720
Washington Trust Advisors
Massachusetts
$478K -$119K -210 -20%
CWA
2721
Centennial Wealth Advisory
Michigan
$477K +$46.4K +82 +11%
CTWM
2722
Cherry Tree Wealth Management
Minnesota
$476K
MAM
2723
Meeder Asset Management
Ohio
$476K -$2.19M -3,878 -83%
RMCM
2724
Reynders McVeigh Capital Management
Massachusetts
$475K +$29.4K +52 +7%
EPP
2725
ETF Portfolio Partners
Kansas
$473K

UNH Hedge Fund Activity: Q3 2024 in Review

3,466 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q3 2024, worth a combined $474B — up 15% from $412B a quarter earlier.

Buyers outnumbered sellers: 241 funds opened new UNH positions and 130 closed out — a net gain of 111 holders — while 1,415 added to existing stakes and 1,424 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $2.99B. The largest seller was Capital World Investors, cutting an estimated $1.01B.

  • 3,466 institutional investors held UnitedHealth (UNH) as of Q3 2024, up from 3,395 in Q2 2024.
  • Funds reported $474B of UnitedHealth stock for Q3 2024, up 15% quarter-over-quarter.
  • 241 funds opened new UnitedHealth positions in Q3 2024 and 130 closed out, a net change of +111 holders.
  • The largest UnitedHealth buyer in Q3 2024 was International Assets Investment Management, an estimated $2.99B added.
  • The largest UnitedHealth seller in Q3 2024 was Capital World Investors, an estimated $1.01B sold.

Based on aggregated 13F filings for Q3 2024.