We are live on ! Find out more
UNH icon

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
PAS
701
Park Avenue Securities
New York
$17.9M -$1.69M -2,981 -9%
IMCOOI
702
Investment Management Corp of Ontario (IMCO)
Canada
$17.8M +$5.6M +9,900 +48%
MGWM
703
Marks Group Wealth Management
Minnesota
$17.8M -$61.1K -108 -0.4%
EH
704
Equitable Holdings
New York
$17.8M +$2.69M +4,763 +19%
HR
705
Howe & Rusling
New York
$17.8M -$17.5K -31 -0.1%
ELC
706
Edgar Lomax Company
Virginia
$17.7M -$283K -500 -2%
OIA
707
OneDigital Investment Advisors
Kansas
$17.7M -$2.26M -3,995 -12%
DCM
708
Dupont Capital Management
Delaware
$17.7M
SWM
709
Segment Wealth Management
Texas
$17.7M +$22.1K +39 +0.1%
CIS
710
Capital International Sarl
California
$17.6M +$3.32M +5,875 +24%
CIA
711
CCM Investment Advisers
South Carolina
$17.6M -$108K -191 -0.6%
SCM
712
Shelton Capital Management
Colorado
$17.6M -$2.8M -4,959 -14%
BRCM
713
Bright Rock Capital Management
Massachusetts
$17.5M
MG
714
Meritage Group
California
$17.5M +$17M +30,000 New
AWM
715
Apollon Wealth Management
South Carolina
$17.4M -$1.32M -2,330 -7%
GL
716
Governors Lane
New York
$17.1M +$2.43M +4,300 +17%
KWMG
717
King Wealth Management Group
Florida
$17.1M +$30.5K +54 +0.2%
NMIMC
718
Northwestern Mutual Investment Management Company
Wisconsin
$17.1M -$13K -23 -0.1%
SFI
719
Siemens Fonds Invest
Germany
$17.1M -$46.9K -83 -0.3%
APF
720
Alaska Permanent Fund
Alaska
$17.1M
KCM
721
Kornitzer Capital Management
Kansas
$17M -$761K -1,345 -4%
CHCM
722
Columbus Hill Capital Management
New Jersey
$17M
TBA
723
Tower Bridge Advisors
Pennsylvania
$17M -$96.2K -170 -0.6%
VWM
724
Venturi Wealth Management
Texas
$16.9M +$1.21M +2,138 +8%
WSFS
725
Wilmington Savings Fund Society
Delaware
$16.9M +$11.1M +19,566 +210%

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.