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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
FP
3526
Factorial Partners
New York
-$917K -1,800 Closed
TWP
3527
Triad Wealth Partners
Kansas
-$863K -1,695 Closed
QT
3528
Quantbot Technologies
New York
-$856K -1,680 Closed
SRSA
3529
S.R. Schill & Associates
Washington
-$832K -1,634 Closed
3IP
3530
3Chopt Investment Partners
Virginia
-$830K -1,630 Closed
CA
3531
Crewe Advisors
Utah
-$779K -1,529 Closed
OFG
3532
OmniStar Financial Group
North Carolina
-$747K -1,468 Closed
TC
3533
TradeLink Capital
Illinois
-$713K -1,400 Closed
BC
3534
Bridgefront Capital
Texas
-$566K -1,111 Closed
IWP
3535
Innova Wealth Partners
Pennsylvania
-$555K -1,090 Closed
SCM
3536
Steele Capital Management
Iowa
-$547K -1,074 Closed
T
3537
TCWP
Ohio
-$529K -1,039 Closed
AC
3538
Aristides Capital
Kentucky
-$566K -1,000 Closed
SC
3539
Savoie Capital
Illinois
-$509K -1,000 Closed
I
3540
InceptionR
California
-$499K -979 Closed
EFP
3541
Elser Financial Planning
Indiana
-$497K -975 Closed
MM
3542
MQS Management
New York
-$491K -964 Closed
XS
3543
XR Securities
Illinois
-$506K -895 Closed
Optiver Holding
3544
Optiver Holding
Netherlands
-$453K -890 Closed
SWC
3545
Spectrum Wealth Counsel
Indiana
-$404K -793 Closed
RA
3546
Rational Advisors
New York
-$401K -787 Closed
MAP
3547
Moody Aldrich Partners
Massachusetts
-$397K -779 Closed
JF
3548
Jump Financial
Illinois
-$393K -771 Closed
AA
3549
Apriem Advisors
California
-$378K -742 Closed
JDR
3550
Jay D. Rosenbaum
-$375K -736 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.