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UnitedHealth

3,675 hedge funds and large institutions have $414B invested in UnitedHealth in 2024 Q4 according to their latest regulatory filings, with 465 funds opening new positions, 1,385 increasing their positions, 1,490 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 465 | Existing positions closed: 191

6% more funds holding

Funds holding: 3,4663,675 (+209)

5% more call options, than puts

Call options by funds: $5.58B | Put options by funds: $5.31B

0.4% less ownership

Funds ownership: 88.33%87.93% (-0.4%)

7% less repeat investments, than reductions

Existing positions increased: 1,385 | Existing positions reduced: 1,490

13% less capital invested

Capital invested by funds: $474B → $414B (-$59.9B)

37% less funds holding in top 10

Funds holding in top 10: 315200 (-115)

Holders
3,675
Holders Change
+209
Holders Change %
+6.03%
% of All Funds
48.4%
Holding in Top 10
200
Holding in Top 10 Change
-115
Holding in Top 10 Change %
-36.51%
% of All Funds
2.63%
New
465
Increased
1,385
Reduced
1,490
Closed
191
Calls
$5.58B
Puts
$5.31B
Net Calls
+$264M
Net Calls Change
+$513M
Name Holding Trade Value Shares
Change
Change in
Stake
BDL
3701
Bey-Douglas LLC
Georgia
-$4.13M -7,070 Closed
SEC
3702
Seven Eight Capital
New York
-$3.99M -6,829 Closed
TPCM
3703
Templeton & Phillips Capital Management
Tennessee
-$3.98M -6,807 Closed
WC
3704
Wexford Capital
Florida
-$3.75M -6,413 Closed
NCGI
3705
Next Century Growth Investors
Minnesota
-$2.62M -4,479 Closed
SI
3706
Scharf Investments
California
-$2.31M -3,954 Closed
FFO
3707
Fiduciary Family Office
Florida
-$2.23M -3,806 Closed
DCM
3708
Decatur Capital Management
Georgia
-$2.19M -3,739 Closed
HFA
3709
Harbert Fund Advisors
Alabama
-$1.99M -3,500 Closed
SIA
3710
SeaBridge Investment Advisors
New Jersey
-$2.01M -3,435 Closed
UW
3711
Unique Wealth
Florida
-$2M -3,427 Closed
PCM
3712
Prelude Capital Management
New York
-$1.97M -3,373 Closed
NRD
3713
Nebula Research & Development
New York
-$1.75M -2,993 Closed
CM
3714
Caption Management
Oklahoma
-$1.65M -2,900 Closed
CA
3715
Calton & Associates
Florida
-$1.55M -2,652 Closed
BHC
3716
Bowen Hanes & Co
Florida
-$1.5M -2,561 Closed
AC
3717
AXQ Capital
New Jersey
-$1.35M -2,306 Closed
TCWA
3718
Turtle Creek Wealth Advisors
Texas
-$1.25M -2,139 Closed
BSTWA
3719
Blake Schutter Theil Wealth Advisors
Ohio
-$1.17M -2,002 Closed
MFS
3720
Monetta Financial Services
Illinois
-$1.17M -2,000 Closed
QPW
3721
Quantum Private Wealth
Florida
-$1.05M -1,792 Closed
SPW
3722
Sonoma Private Wealth
California
-$907K -1,552 Closed
PP
3723
Paloma Partners
Connecticut
-$898K -1,536 Closed
HWP
3724
Hibernia Wealth Partners
Louisiana
-$803K -1,373 Closed
EA
3725
Ellsworth Advisors
Ohio
-$799K -1,367 Closed

UNH Hedge Fund Activity: Q4 2024 in Review

3,675 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q4 2024, worth a combined $414B — down 13% from $474B a quarter earlier.

Buyers outnumbered sellers: 465 funds opened new UNH positions and 191 closed out — a net gain of 274 holders — while 1,385 added to existing stakes and 1,490 trimmed.

The largest buyer was Amundi, adding an estimated $1.7B. The largest seller was International Assets Investment Management, cutting an estimated $2.89B.

  • 3,675 institutional investors held UnitedHealth (UNH) as of Q4 2024, up from 3,466 in Q3 2024.
  • Funds reported $414B of UnitedHealth stock for Q4 2024, down 13% quarter-over-quarter.
  • 465 funds opened new UnitedHealth positions in Q4 2024 and 191 closed out, a net change of +274 holders.
  • The largest UnitedHealth buyer in Q4 2024 was Amundi, an estimated $1.7B added.
  • The largest UnitedHealth seller in Q4 2024 was International Assets Investment Management, an estimated $2.89B sold.

Based on aggregated 13F filings for Q4 2024.