We are live on ! Find out more
UNH icon

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
TC
3426
Tacita Capital
Ontario, Canada
$24.6K
RF
3427
Robbins Farley
New Hampshire
$23.4K -$1.13K -2 -5%
DF
3428
DecisionPoint Financial
Arizona
$23.4K
ACM
3429
Anfield Capital Management
California
$23.4K +$8.48K +15 +60%
JFG
3430
JDM Financial Group
Texas
$21.6K +$6.22K +11 +42%
IA
3431
IFS Advisors
Kansas
$19.7K
CAM
3432
Chesapeake Asset Management
New York
$18.6K +$3.96K +7 +29%
DP
3433
Denver PWM
Colorado
$15.8K
EFMH
3434
E Fund Management (HK)
Hong Kong
$15K +$14.7K +26 New
NI
3435
NCP Inc
California
$15K -$11.3K -20 -43%
WFG
3436
Wormser Freres Gestion
France
$14.6K
ATC
3437
Advantage Trust Company
Kansas
$14.6K
PIS
3438
POM Investment Strategies
North Carolina
$14K -$9.62K -17 -41%
CMBA
3439
C.M. Bidwell & Associates
Hawaii
$14K +$4.53K +8 +50%
PS
3440
PayPay Securities
Japan
$13.4K +$4.53K +8 +53%
PWM
3441
Partnership Wealth Management
Maryland
$12.9K
ETS
3442
ESL Trust Services
New York
$12.9K -$24.9K -44 -67%
NAAA
3443
New Age Alpha Advisors
New York
$12.3K
4FG
3444
4Thought Financial Group
New York
$11.7K
SC
3445
Stephens Consulting
Michigan
$11.7K
AIM
3446
Arcadia Investment Management
Michigan
$11.7K +$11.3K +20 New
WCM
3447
Westend Capital Management
California
$11.1K
GAG
3448
Goodman Advisory Group
Massachusetts
$10.5K
LIM
3449
Longfellow Investment Management
Massachusetts
$10.5K
SA
3450
SRH Advisors
Kansas
$10.5K

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.