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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
GCIA
3551
Gabelli & Co Investment Advisers
New York
-$356K -700 Closed
SC
3552
Shay Capital
New York
-$356K -700 Closed
CP
3553
Camelot Portfolios
Ohio
-$341K -669 Closed
MWM
3554
Maripau Wealth Management
Indiana
-$315K -619 Closed
WF
3555
Wayfinding Financial
Washington
-$312K -612 Closed
BIM
3556
Bullseye Investment Management
Ohio
-$337K -587 Closed
NA
3557
Nordwand Advisors
Pennsylvania
-$285K -560 Closed
BAM
3558
Blueshift Asset Management
New Jersey
-$285K -559 Closed
AWM
3559
Alterna Wealth Management
Texas
-$283K -556 Closed
LA
3560
Lane & Associates
New Jersey
-$274K -539 Closed
RFG
3561
Range Financial Group
Oregon
-$273K -536 Closed
SSW
3562
Smith Shellnut Wilson
Mississippi
-$273K -536 Closed
FHWM
3563
Fox Hill Wealth Management
Massachusetts
-$265K -520 Closed
A
3564
AJOVista
Massachusetts
-$262K -514 Closed
VCG
3565
Vantage Consulting Group
Virginia
-$257K -505 Closed
DM
3566
Deerfield Management
New York
-$250K -490 Closed
PSC
3567
Portman Square Capital
United Kingdom
-$260K -459 Closed
WG
3568
Winton Group
United Kingdom
-$228K -447 Closed
CISOA
3569
Capital Investment Services of America
Wisconsin
-$226K -444 Closed
AFP
3570
Alpha Financial Partners
Kentucky
-$218K -428 Closed
CBFP
3571
Cedar Brook Financial Partners
Ohio
-$217K -427 Closed
TH
3572
Team Hewins
California
-$217K -427 Closed
DTL
3573
Dynamic Technology Lab
Singapore
-$215K -421 Closed
VWM
3574
Vivid Wealth Management
Iowa
-$214K -420 Closed
PM
3575
Phraction Management
Connecticut
-$211K -414 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.