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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
FFN
576
Focus Financial Network
Minnesota
$27.1M -$803K -1,420 -3%
NCM
577
Novare Capital Management
North Carolina
$27M -$9.05K -16 -0%
BSA
578
Braun Stacey Associates
New York
$26.9M +$1.47M +2,599 +6%
CA
579
Clearstead Advisors
Ohio
$26.9M +$1.82M +3,225 +8%
CC
580
Centiva Capital
New York
$26.4M +$22.9M +40,404 +847%
NMERB
581
New Mexico Educational Retirement Board
New Mexico
$26.3M -$905K -1,600 -3%
DWT
582
Dorsey & Whitney Trust
South Dakota
$26.3M +$2.39M +4,218 +10%
BEI
583
Benjamin Edwards Inc
Missouri
$26.1M +$23.4M +41,308 +1,275%
DADC
584
D.A. Davidson & Co
Montana
$26M +$602K +1,064 +2%
WTC
585
WhitTier Trust Company
Nevada
$25.9M +$79.8K +141 +0.3%
AL
586
Arnhold LLC
New York
$25.7M -$49.2K -87 -0.2%
GIM
587
Generate Investment Management
New Zealand
$25.7M -$12.9M -22,820 -34%
DIA
588
Dana Investment Advisors
Wisconsin
$25.6M -$1.54M -2,730 -6%
DT
589
Diversified Trust
Tennessee
$25.5M +$663K +1,172 +3%
CA
590
Callahan Advisors
Texas
$25.5M -$314K -555 -1%
CIA
591
Choate Investment Advisors
Massachusetts
$25.3M +$5.54M +9,792 +29%
CFG
592
Citizens Financial Group
Rhode Island
$25.2M +$1.47M +2,600 +6%
BC
593
Burney Company
Virginia
$25.1M -$520K -920 -2%
NCM
594
Narwhal Capital Management
Georgia
$25.1M -$1.59M -2,807 -6%
CCM
595
Copeland Capital Management
Pennsylvania
$25M -$984K -1,739 -4%
PAI
596
Pittenger & Anderson Inc
Nebraska
$24.8M +$355K +628 +1%
SI
597
Stephens Inc
Arkansas
$24.8M +$297K +525 +1%
TTWM
598
TCV Trust & Wealth Management
Virginia
$24.8M -$525K -928 -2%
BCP
599
BSN Capital Partners
United Kingdom
$24.7M +$27.4M +48,520 New
AAS
600
Annex Advisory Services
Wisconsin
$24.5M +$628K +1,110 +3%

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.