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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
PP
3301
Pingora Partners
Wyoming
$187K -$31.1K -55 -15%
SHIM
3302
Stone House Investment Management
Pennsylvania
$187K +$566 +1 +0.3%
AP
3303
Aspect Partners
Virginia
$187K
BWAM
3304
Boyd Watterson Asset Management
Ohio
$186K -$7.35K -13 -4%
HWM
3305
HighMark Wealth Management
Minnesota
$185K +$7.35K +13 +4%
BBPWM
3306
Blue Bell Private Wealth Management
Pennsylvania
$183K +$15.8K +28 +10%
MFG
3307
Mendota Financial Group
Wisconsin
$183K -$12.4K -22 -7%
MB
3308
Mizuho Bank
Japan
$181K
BIC
3309
Beach Investment Counsel
Pennsylvania
$175K
YAL
3310
Your Advocates Ltd
Texas
$174K
CPG
3311
Cornerstone Planning Group
New Jersey
$173K -$2.83K -5 -2%
SWS
3312
SYSTM Wealth Solutions
Illinois
$173K -$9.34M -16,517 -98%
MSWM
3313
Mowery & Schoenfeld Wealth Management
Illinois
$171K
NMM
3314
Naples Money Management
Florida
$170K
BHWM
3315
Beaird Harris Wealth Management
Texas
$168K +$89.9K +159 +124%
AJ
3316
Ashburton (Jersey)
Jersey
$163K
BCM
3317
Blume Capital Management
California
$161K
FWM
3318
FSA Wealth Management
Massachusetts
$160K +$155K +274 New
FPB
3319
First PREMIER Bank
South Dakota
$160K +$10.2K +18 +7%
AWM
3320
Abound Wealth Management
Tennessee
$155K
TCM
3321
TD Capital Management
Tennessee
$155K +$566 +1 +0.4%
HBT
3322
Hills Bank & Trust
Iowa
$151K +$6.79K +12 +5%
AW
3323
Avion Wealth
Texas
$145K +$6.79K +12 +5%
TCM
3324
Tradewinds Capital Management
Washington
$143K -$17.5K -31 -11%
RP
3325
Rowlandmiller & Partners
Georgia
$143K

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.