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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
CWP
726
Cyndeo Wealth Partners
Florida
$16.9M +$1.67M +2,957 +11%
OMC
727
Overbrook Management Corp
New York
$16.9M -$538K -951 -3%
CFM
728
Coronation Fund Managers
South Africa
$16.8M -$9.88M -17,468 -38%
MWM
729
Moran Wealth Management
Florida
$16.8M -$257K -454 -2%
MC
730
Middleton & Co
Massachusetts
$16.7M -$50.3K -89 -0.3%
DWM
731
Dakota Wealth Management
Florida
$16.6M +$471K +833 +3%
PIM
732
Penobscot Investment Management
Massachusetts
$16.5M +$158K +280 +1%
SCI
733
S&CO Inc
Massachusetts
$16.4M -$676K -1,195 -4%
CCM
734
Carlson Capital Management
Minnesota
$16.3M -$214K -378 -1%
MSFP
735
Mark Sheptoff Financial Planning
Connecticut
$16.3M -$376K -665 -2%
ERSOT
736
Employees Retirement System of Texas
Texas
$16.2M -$96.7M -170,944 -86%
CK
737
Cohen Klingenstein
New York
$16.2M
VPI
738
Value Partners Investments
Manitoba, Canada
$16.2M +$6.75M +11,935 +103%
MCM
739
McRae Capital Management
New Jersey
$16.2M -$255K -450 -2%
BAM
740
Bell Asset Management
Australia
$16.1M -$15.5M -27,408 -50%
RIG
741
RiverFront Investment Group
Virginia
$16.1M +$1.39M +2,455 +10%
AWAG
742
ARS Wealth Advisors Group
Florida
$16.1M +$291K +515 +2%
NRS
743
Neville Rodie & Shaw
New York
$16.1M -$146K -258 -0.9%
KRSITF
744
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$16M -$1.33M -2,346 -8%
TIP
745
Torray Investment Partners
Maryland
$16M +$245K +433 +2%
AA
746
ALPS Advisors
Colorado
$15.9M -$6.59M -11,649 -30%
WP
747
Waycross Partners
Kentucky
$15.9M +$1.95M +3,449 +15%
PTB
748
Pioneer Trust Bank
Oregon
$15.8M -$359K -635 -2%
ASN
749
Advisory Services Network
Georgia
$15.8M
AFG
750
Argent Financial Group
Louisiana
$15.7M +$15.2M +26,915 New

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.