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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
SFM
551
Stack Financial Management
Montana
$30.1M +$84.8K +150 +0.3%
SCA
552
Snowden Capital Advisors
New York
$30.1M +$867K +1,532 +3%
DSA
553
Davis Selected Advisers
Arizona
$29.9M -$22.1M -39,161 -43%
SAM
554
Securian Asset Management
Minnesota
$29.9M -$1.05M -1,850 -3%
HWM
555
HB Wealth Management
Georgia
$29.8M +$784K +1,387 +3%
EHI
556
Eagle Health Investments
Connecticut
$29.6M -$20.5M -36,200 -42%
GCC
557
Guardian Capital (Canada)
Ontario, Canada
$29.6M -$21.5K -38 -0.1%
CIP
558
Chartwell Investment Partners
Pennsylvania
$29.5M -$5.58M -9,867 -16%
CA
559
Cornerstone Advisors
North Carolina
$29.5M +$1.41M +2,500 +5%
CCM
560
Cohen Capital Management
California
$29.4M +$90.5K +160 +0.3%
SF
561
Synovus Financial
Georgia
$29.3M -$265K -468 -0.9%
MCM
562
Mill Capital Management
North Carolina
$29.1M +$30K +53 +0.1%
WB
563
WesBanco Bank
West Virginia
$28.9M -$2.18M -3,863 -7%
MPWT
564
MassMutual Private Wealth & Trust
Connecticut
$28.8M +$449K +793 +2%
NB
565
Norinchukin Bank
Japan
$28.8M +$3.51M +6,203 +14%
CIC
566
Chilton Investment Company
Connecticut
$28.8M -$666K -1,178 -2%
MPM
567
MBB Public Markets
Illinois
$28.6M -$55.2M -97,513 -67%
FIA
568
Foundations Investment Advisors
Arizona
$28.2M +$2.6M +4,597 +11%
MFIM
569
Mesirow Financial Investment Management
Illinois
$28.1M +$356K +629 +1%
GT
570
Glenview Trust
Kentucky
$27.9M +$2.48M +4,391 +10%
MYLI
571
Meiji Yasuda Life Insurance
Japan
$27.9M -$1.63M -2,883 -6%
Jones Financial Companies
572
Jones Financial Companies
Missouri
$27.7M +$7.04M +12,449 +35%
LMIM
573
Lockheed Martin Investment Management
Maryland
$27.6M +$4.22M +7,460 +19%
NW
574
NewEdge Wealth
Pennsylvania
$27.6M +$5.45M +9,638 +26%
Kayne Anderson Rudnick Investment Management
575
Kayne Anderson Rudnick Investment Management
California
$27.3M -$4.85M -8,567 -16%

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.