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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
Harris Associates
3076
Harris Associates
Illinois
$284K +$37.3K +66 +16%
PL
3077
Parthenon LLC
Kentucky
$284K +$275K +486 New
LL
3078
LPWM LLC
Minnesota
$284K
KCFA
3079
Key Client Fiduciary Advisors
New Jersey
$284K +$33.9K +60 +14%
FP
3080
Foundry Partners
Minnesota
$284K -$17K -30 -6%
BIA
3081
Bell Investment Advisors
California
$284K +$15.8K +28 +6%
WFA
3082
WestHill Financial Advisors
California
$284K +$28.8K +51 +12%
CAWM
3083
Capital Advisors Wealth Management
Washington
$283K +$5.66K +10 +2%
IWM
3084
Integris Wealth Management
California
$283K
VC
3085
Vicus Capital
Pennsylvania
$282K -$860K -1,521 -76%
KCIC
3086
Kuhn & Co Investment Counsel
Illinois
$282K -$25.5K -45 -9%
CCB
3087
Cutter & Co Brokerage
Missouri
$282K -$117K -207 -30%
Cohen & Steers
3088
Cohen & Steers
New York
$282K +$5.09K +9 +2%
WCP
3089
Wick Capital Partners
Pennsylvania
$281K
AA
3090
Addison Advisors
Vermont
$281K +$31.1K +55 +13%
ACA
3091
Affinity Capital Advisors
California
$277K
SCM
3092
Semanteon Capital Management
Massachusetts
$276K -$1.13M -1,990 -81%
EFG
3093
Embree Financial Group
Illinois
$276K +$3.39K +6 +1%
HCM
3094
Hillman Capital Management
Maryland
$275K
SL
3095
Summitry LLC
California
$275K +$266K +470 New
GCM
3096
Gallacher Capital Management
Colorado
$275K -$12.4K -22 -4%
RFN
3097
Redwood Financial Network
Ohio
$275K -$74.1K -131 -22%
SPWG
3098
Sage Private Wealth Group
Illinois
$274K -$14.1K -25 -5%
TCM
3099
Tuttle Capital Management
Connecticut
$274K +$33.9K +60 +15%
FWA
3100
FSC Wealth Advisors
New York
$274K +$66.7K +118 +34%

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.