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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
WAM
651
Wallington Asset Management
Indiana
$21.1M +$895K +1,583 +5%
AFG
652
Albion Financial Group
Utah
$21.1M +$394K +697 +2%
CL
653
Choreo LLC
Illinois
$21M +$1.85M +3,263 +10%
ATPW
654
Ashton Thomas Private Wealth
Arizona
$21M +$152K +269 +0.8%
EGA
655
Eagle Global Advisors
Texas
$21M -$92.8K -164 -0.5%
TCOV
656
Trust Company of Vermont
Vermont
$20.9M +$1.01M +1,779 +5%
HP
657
HealthInvest Partners
Sweden
$20.8M +$2.15M +3,810 +12%
TI
658
Tidal Investments
Wisconsin
$20.7M +$2.26M +3,993 +13%
CAS
659
Coppell Advisory Solutions
Texas
$20.4M +$19.1M +33,739 +2,431%
BCM
660
Bridgeway Capital Management
Texas
$20.4M -$1.26M -2,235 -6%
SCA
661
Stillwater Capital Advisors
Pennsylvania
$20.4M -$217K -383 -1%
FCH
662
Freestone Capital Holdings
Washington
$20.4M -$369K -652 -2%
HIA
663
Harbor Investment Advisory
Maryland
$20.4M -$470K -831 -2%
FMC
664
First Merchants Corp
Indiana
$20.2M +$184K +325 +1%
KPWS
665
Kestra Private Wealth Services
Texas
$20.2M +$710K +1,255 +4%
BWP
666
Barlow Wealth Partners
Kentucky
$20.1M +$287K +507 +1%
TW
667
Trajan Wealth
Arizona
$20.1M -$10.9M -19,245 -36%
GAB
668
German American Bancorp
Indiana
$19.9M +$1.17M +2,060 +6%
GBA
669
Garrison Bradford & Associates
New York
$19.9M -$3.54M -6,257 -16%
GF
670
Gabelli Funds
New York
$19.9M -$3.38M -5,980 -15%
LI
671
LMCG Investments
Massachusetts
$19.9M +$921K +1,629 +5%
OCAM
672
Onex Canada Asset Management
Ontario, Canada
$19.8M -$3.65M -6,449 -16%
BBA
673
Baader Bank Aktiengesellschaft
Germany
$19.8M +$2.16M +3,827 +13%
CLOS
674
Compagnie Lombard Odier SCmA
Switzerland
$19.8M +$2.27M +4,005 +13%
AAIS
675
ABN AMRO Investment Solutions
$19.6M -$132K -234 -0.7%

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.