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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
WBC
676
Westpac Banking Corp
Australia
$19.5M +$869K +1,537 +5%
HCM
677
Hutchinson Capital Management
California
$19.5M -$199K -351 -1%
ATC
678
Argent Trust Co
Tennessee
$19.4M -$265K -469 -1%
MSE
679
MUFG Securities EMEA
United Kingdom
$19.3M +$566 +1 +0%
LFAS
680
Level Four Advisory Services
Texas
$19.3M -$281K -496 -1%
GH
681
GAM Holding
Switzerland
$19.2M +$3.13M +5,537 +20%
ADEF
682
Adams Diversified Equity Fund
Maryland
$18.9M -$1.41M -2,500 -7%
UF
683
Univest Financial
Pennsylvania
$18.9M +$13.5M +23,797 +278%
WTB
684
Washington Trust Bank
Washington
$18.9M -$598K -1,058 -3%
BFA
685
Bragg Financial Advisors
North Carolina
$18.9M -$139K -246 -0.8%
MF
686
Magnetar Financial
Illinois
$18.8M -$71.8M -127,000 -80%
RBCM
687
Raub Brock Capital Management
California
$18.8M -$283K -501 -2%
EF
688
Empirical Finance
Pennsylvania
$18.8M +$391K +692 +2%
EF
689
Empowered Funds
Pennsylvania
$18.8M +$695K +1,229 +4%
SAM
690
Sawgrass Asset Management
Florida
$18.7M -$4.11M -7,273 -19%
CTA
691
Chesley Taft & Associates
Illinois
$18.6M -$27.1K -48 -0.2%
AHC
692
Adell Harriman & Carpenter
Texas
$18.5M +$77.5K +137 +0.4%
JFG
693
Jefferies Financial Group
New York
$18.5M -$11.4M -20,072 -39%
PIA
694
Petredis Investment Advisors
Pennsylvania
$18.4M +$54.9K +97 +0.3%
HAG
695
HighPoint Advisor Group
Illinois
$18.4M -$99K -175 -0.6%
SCA
696
Stonebridge Capital Advisors
Minnesota
$18.3M -$206K -365 -1%
MWM
697
Meridian Wealth Management
Kentucky
$18.2M +$2.04M +3,603 +13%
FFA
698
First Foundation Advisors
California
$18.1M -$2.39M -4,231 -12%
AWM
699
Axxcess Wealth Management
California
$18.1M +$78.1K +138 +0.4%
YIA
700
YHB Investment Advisors
Connecticut
$18M +$115K +203 +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.