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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
CJH
3451
Christopher J. Hasenberg
Wisconsin
$9.89K
HFS
3452
HBC Financial Services
Washington
$9K +$5.09K +9 +113%
PPWM
3453
PFG Private Wealth Management
Florida
$6.43K
FIA
3454
FPC Investment Advisory
California
$6.42K
PP
3455
Pacifica Partners
Canada
$5.26K
TCM
3456
Tributary Capital Management
Nebraska
$5.26K
BFS
3457
Burkett Financial Services
South Carolina
$5.26K +$5.09K +9 New
CWA
3458
Carolina Wealth Advisors
South Carolina
$4.68K
GIM
3459
Gold Investment Management
Alberta, Canada
$4.68K
CWM
3460
Cedar Wealth Management
California
$3.51K
SWM
3461
Sanctuary Wealth Management
Idaho
$2.92K -$3.39K -6 -55%
BIM
3462
Breakwater Investment Management
Washington
$1.75K
HI
3463
Hoey Investments
Pennsylvania
$1.53K
PI
3464
PEAK6 Investments
Illinois
$830 -$13M -22,921 -100%
WOC
3465
West Oak Capital
California
$731
FGC
3466
Financial Gravity Companies
Texas
$585 +$566 +1 New
CMP
3467
Coston McIsaac & Partners
Maine
$99
MFA
3468
McClarren Financial Advisors
Pennsylvania
$52 -$1.03M -1,813 -66%
Viking Global Investors
3469
Viking Global Investors
Connecticut
-$225M -441,795 Closed
Point72 Asset Management
3470
Point72 Asset Management
Connecticut
-$154M -272,061 Closed
VVP
3471
Vulcan Value Partners
Alabama
-$85.1M -167,470 Closed
Tudor Investment Corp
3472
Tudor Investment Corp
Connecticut
-$68.8M -121,645 Closed
Capital Fund Management (CFM)
3473
Capital Fund Management (CFM)
France
-$65.1M -115,172 Closed
MMA
3474
Mizuho Markets Americas
New York
-$52.2M -102,584 Closed
NSLI
3475
Nan Shan Life Insurance
Taiwan
-$51M -100,160 Closed

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.