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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
MPIA
3226
Mountain Pacific Investment Advisers
Idaho
$228K +$221K +390 New
RA
3227
Riversedge Advisors
Delaware
$226K +$219K +387 New
NLP
3228
Next Level Private
New York
$226K +$219K +387 New
SWM
3229
Stockman Wealth Management
Montana
$226K +$219K +387 New
AIP
3230
Almanack Investment Partners
Pennsylvania
$226K +$219K +387 New
PFA
3231
Petra Financial Advisors
Colorado
$226K +$218K +386 New
ACA
3232
Aspire Capital Advisors
Washington
$225K +$218K +386 New
POIA
3233
Pin Oak Investment Advisors
Texas
$225K
AC
3234
AWM Capital
Arizona
$225K +$217K +384 New
GAA
3235
Guardian Asset Advisors
Pennsylvania
$225K +$217K +384 New
RI
3236
Redwood Investments
Massachusetts
$225K -$50.9K -90 -19%
NIC
3237
Northwest Investment Counselors
Oregon
$224K +$217K +383 New
LCS
3238
Levin Capital Strategies
New York
$224K +$217K +383 New
IA
3239
IFG Advisors
Missouri
$223K +$216K +382 New
AFA
3240
Alpha Financial Advisors
North Carolina
$223K +$215K +381 New
VW
3241
Vance Wealth
California
$223K +$215K +381 New
KAM
3242
Knightsbridge Asset Management
California
$223K +$215K +381 New
FMN
3243
Financial Management Network
California
$223K -$56K -99 -21%
PCM
3244
Palisade Capital Management
New Jersey
$222K +$215K +380 New
PHIC
3245
Pine Haven Investment Counsel
Massachusetts
$222K +$215K +380 New
MPPLM
3246
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$222K -$25.5K -45 -11%
LIA
3247
LifePlan Investment Advisors
North Carolina
$222K +$214K +379 New
WTFG
3248
Wells Trecaso Financial Group
Ohio
$221K +$214K +378 New
BIM
3249
Barton Investment Management
Pennsylvania
$221K +$213K +377 New
HC
3250
Hara Capital
Washington
$220K +$213K +377 New

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.