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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
RTL
3401
Red Tortoise LLC
Georgia
$44.9K
CIR
3402
Clear Investment Research
Georgia
$44.8K +$1.7K +3 +4%
OLVIG
3403
Oliver Lagore Vanvalin Investment Group
Michigan
$43.3K +$5.66K +10 +16%
CWM
3404
Cranbrook Wealth Management
Michigan
$42.7K +$7.35K +13 +22%
CWM
3405
CarsonAllaria Wealth Management
Illinois
$42.1K
SR
3406
Syntax Research
Florida
$41.5K +$2.26K +4 +6%
O
3407
Ossiam
France
$41.5K -$10.6M -18,792 -100%
TAM
3408
Tucker Asset Management
Colorado
$38.6K
SRCM
3409
Signature Resources Capital Management
California
$36.8K
NCM
3410
Northwest Capital Management
Oregon
$36.3K
SCA
3411
Stuart Chaussee & Associates
California
$35.7K
BFA
3412
BBJS Financial Advisors
Washington
$35.1K
BGA
3413
Battery Global Advisors
Massachusetts
$33.6K +$32.2K +57 New
LFASL
3414
Lugano Financial Advisors SA (LFA)
Switzerland
$33.3K +$32.2K +57 New
DMKJ
3415
David M. Knott Jr
$33K
WFA
3416
West Financial Advisors
Iowa
$32.2K +$31.1K +55 New
CFS
3417
CGC Financial Services
Oregon
$32.2K
GWSA
3418
Global Wealth Strategies & Associates
Colorado
$31K +$18.1K +32 +152%
PK
3419
Pflug Koory
Nebraska
$30.4K +$29.4K +52 New
LFA
3420
Legend Financial Advisors
Pennsylvania
$29.8K -$41.3K -73 -59%
JSP
3421
Jackson Square Partners
California
$29.2K -$21.5K -38 -43%
OBWP
3422
O'Brien Wealth Partners
Massachusetts
$29.2K -$3.96K -7 -12%
KSWA
3423
Kathleen S. Wright Associates
Pennsylvania
$27.5K +$26.6K +47 New
LAM
3424
Lummis Asset Management
Texas
$26.9K
GGI
3425
Godsey & Gibb Inc
Virginia
$25.1K -$6.22K -11 -20%

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.