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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
SDIC
476
South Dakota Investment Council
South Dakota
$39.9M -$4.16M -7,349 -10%
PWAM
477
Park West Asset Management
California
$39.8M -$20M -35,400 -34%
AAS
478
Avantax Advisory Services
Texas
$39.5M -$2.19M -3,867 -5%
HIMC
479
Heritage Investors Management Corp
Maryland
$39.2M -$680K -1,202 -2%
CAI
480
Capital Advisors Inc
Oklahoma
$39M -$11.8M -20,784 -24%
SCTC
481
Sanibel Captiva Trust Company
Florida
$39M -$45.2K -80 -0.1%
MCM
482
Maple Capital Management
Vermont
$39M +$1.04M +1,839 +3%
PAG
483
Private Advisor Group
New Jersey
$38.9M -$1.2M -2,118 -3%
AAM
484
Auxier Asset Management
Oregon
$38.9M -$19.2K -34 -0.1%
IC
485
IEQ Capital
California
$38.7M +$2.01M +3,548 +6%
BF
486
BOK Financial
Oklahoma
$38.5M -$708K -1,252 -2%
LA
487
LBP AM
France
$38.4M +$2.42M +4,272 +7%
PAM
488
Palisade Asset Management
Minnesota
$38.2M -$295K -521 -0.8%
EI
489
Ethic Inc
New York
$38.1M -$900K -1,592 -2%
PCIA
490
Prime Capital Investment Advisors
Kansas
$38M -$1.08M -1,902 -3%
P
491
&Partners
Tennessee
$37.9M +$21.6M +38,209 +144%
ATI
492
Act Two Investors
California
$37.8M -$578K -1,022 -2%
KRS
493
Kentucky Retirement Systems
Kentucky
$37.6M -$2.84M -5,027 -7%
AC
494
AltraVue Capital
Washington
$37.5M
ICP
495
Ironvine Capital Partners
Nebraska
$37.3M +$84.8K +150 +0.2%
HJGA
496
Hardman Johnston Global Advisors
Connecticut
$37.2M -$2.62M -4,624 -7%
BPA
497
Beacon Pointe Advisors
California
$37M -$95K -168 -0.3%
AIM
498
Artemis Investment Management
United Kingdom
$36.5M -$2.84M -5,028 -7%
ACA
499
Aptus Capital Advisors
Alabama
$36.4M +$5.28M +9,330 +18%
FMII
500
Farmers & Merchants Investments Inc
Nebraska
$36.3M -$695K -1,228 -2%

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.