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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
MYAM
626
Meiji Yasuda Asset Management
Japan
$22.7M -$66.2K -117 -0.3%
BRWA
627
B. Riley Wealth Advisors
Florida
$22.5M -$2.33M -4,115 -10%
BMCM
628
Bryn Mawr Capital Management
Pennsylvania
$22.4M -$874K -1,546 -4%
CL
629
CIM LLC
New York
$22.3M -$7.92K -14 -0%
IAA
630
Independent Advisor Alliance
North Carolina
$22.3M -$604K -1,067 -3%
FFB
631
First Financial Bankshares
Texas
$22.3M -$32.2K -57 -0.1%
PCA
632
Private Capital Advisors
Connecticut
$22.3M -$236K -417 -1%
UH
633
Unigestion Holding
Switzerland
$22.2M -$23.3M -41,121 -52%
MAM
634
Madison Asset Management
Wisconsin
$22.2M -$334K -591 -2%
SIC
635
Salem Investment Counselors
North Carolina
$22.1M -$1.01M -1,780 -4%
AP
636
Appleton Partners
Massachusetts
$22M -$580K -1,026 -3%
AWS
637
Atria Wealth Solutions
New York
$22M -$2.13M -3,774 -9%
VCM
638
Violich Capital Management
California
$21.9M +$175K +310 +0.8%
EOJOAM
639
E. Ohman J:or Asset Management
Sweden
$21.9M -$1.41M -2,500 -6%
HIP
640
HUB Investment Partners
Texas
$21.9M +$633K +1,120 +3%
JA
641
JLB & Associates
Michigan
$21.8M -$369K -653 -2%
BCV
642
Banque Cantonale Vaudoise
Switzerland
$21.5M -$4.26M -7,523 -17%
MIM
643
Marco Investment Management
Georgia
$21.4M +$67.9K +120 +0.3%
PA
644
Parallel Advisors
California
$21.4M +$769K +1,360 +4%
MWM
645
Modera Wealth Management
New Jersey
$21.4M +$145K +257 +0.7%
PA
646
Pinnacle Associates
New York
$21.3M +$1.91M +3,380 +9%
LFM
647
LGT Fund Management
Liechtenstein
$21.3M -$195K -345 -1%
NWM
648
Nicola Wealth Management
British Columbia, Canada
$21.3M +$3.39M +6,000 +20%
PCM
649
Parsifal Capital Management
Connecticut
$21.2M +$20.5M +36,200 New
FGP
650
Foyston, Gordon, & Payne
Ontario, Canada
$21.2M -$2.21M -3,911 -10%

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.