We are live on ! Find out more
UNH icon

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
NFP
2801
Narus Financial Partners
Utah
$422K
SFM
2802
Signet Financial Management
New Jersey
$422K +$566 +1 +0.1%
PCMK
2803
Paragon Capital Management (Kansas)
Kansas
$422K +$11.3K +20 +3%
TSS
2804
Two Sigma Securities
New York
$422K -$13.8M -24,327 -97%
CNC
2805
Citizens & Northern Corp
Pennsylvania
$420K
AFA
2806
American Financial Advisors
Georgia
$419K -$5.66K -10 -1%
GFA
2807
Gallagher Fiduciary Advisors
Illinois
$419K -$81.4K -144 -17%
MWM
2808
Merriman Wealth Management
Washington
$415K +$2.83K +5 +0.7%
CCIA
2809
Campbell & Co Investment Adviser
Maryland
$415K -$357K -632 -47%
BST
2810
Bath Savings Trust
Maine
$415K -$1.13K -2 -0.3%
LTI
2811
Laffer Tengler Investments
Tennessee
$413K -$14.1K -25 -3%
AWM
2812
Avaii Wealth Management
Wisconsin
$413K -$33.4K -59 -8%
BCM
2813
Brown Capital Management
Maryland
$413K -$9.05K -16 -2%
WP
2814
Westmount Partners
California
$413K -$9.62K -17 -2%
HGA
2815
Hobbs Group Advisors
South Carolina
$412K +$32.2K +57 +9%
GAM
2816
Gemmer Asset Management
California
$410K +$5.66K +10 +1%
FFG
2817
Fortem Financial Group
California
$410K +$6.79K +12 +2%
LI
2818
Lafayette Investments
Maryland
$409K -$127K -225 -24%
BPFA
2819
Barnes Pettey Financial Advisors
Mississippi
$409K -$19.8K -35 -5%
GCM
2820
Gibraltar Capital Management
Oklahoma
$409K +$396K +700 New
FPIS
2821
Financial Planning & Information Services
Wisconsin
$409K -$22.1K -39 -5%
PFU
2822
Parus Finance (UK)
United Kingdom
$409K +$395K +699 New
ACM
2823
AlphaStar Capital Management
North Carolina
$408K +$12.4K +22 +3%
HBW
2824
Hazlett, Burt & Watson
West Virginia
$408K -$5.66K -10 -1%
IFA
2825
Index Fund Advisors
California
$408K

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.