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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
LWP
3001
Laurel Wealth Planning
Minnesota
$319K
LPAM
3002
Lodestar Private Asset Management
California
$319K +$1.7K +3 +0.6%
BIP
3003
Blue Investment Partners
California
$319K
Jacobs Levy Equity Management
3004
Jacobs Levy Equity Management
New Jersey
$319K +$308K +545 New
CFGA
3005
Cambridge Financial Group (Arizona)
Arizona
$317K
MPCG
3006
Matrix Private Capital Group
New York
$317K
GA
3007
Greenspring Advisors
Maryland
$317K +$307K +542 New
EIA
3008
Edgemoor Investment Advisors
Maryland
$316K -$48.1K -85 -14%
FPFS
3009
First Personal Financial Services
North Carolina
$316K +$5.66K +10 +2%
NC
3010
Napatree Capital
Rhode Island
$316K +$66.2K +117 +28%
CFP
3011
Cypress Financial Planning
New Jersey
$315K +$1.13K +2 +0.4%
APW
3012
Acima Private Wealth
Virginia
$315K
WR
3013
WD Rutherford
Oregon
$314K -$621K -1,098 -67%
EWM
3014
Elevatus Welath Management
New York
$314K +$38.5K +68 +14%
S
3015
Sachetta
Massachusetts
$314K +$44.7K +79 +17%
OPWM
3016
Oakwell Private Wealth Management
Texas
$313K -$8.48K -15 -3%
UBV
3017
United Bank (Virginia)
Virginia
$313K
DI
3018
Diligent Investors
California
$313K -$11.3K -20 -4%
ITFISA
3019
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$313K -$838K -1,482 -73%
SCM
3020
Saxony Capital Management
Missouri
$312K +$2.26K +4 +0.8%
CCM
3021
Crew Capital Management
Ohio
$310K
IAIM
3022
Industrial Alliance Investment Management
Quebec, Canada
$310K -$27.7K -49 -8%
ICM
3023
Intrepid Capital Management
Florida
$309K
ARC
3024
Advisor Resource Council
Texas
$308K +$298K +527 New
KAM
3025
Kraft Asset Management
Tennessee
$308K -$10.7K -19 -3%

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.