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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
8KM
751
8 Knots Management
Texas
$15.7M +$15.2M +26,876 New
SG
752
Sienna Gestion
France
$15.7M +$3.32M +5,862 +28%
CCP
753
Caden Capital Partners
California
$15.7M -$11.7M -20,641 -43%
CCM
754
Coldstream Capital Management
Washington
$15.7M +$920K +1,627 +6%
ANBT
755
American National Bank & Trust
Texas
$15.6M -$161K -285 -1%
CIC
756
Carnegie Investment Counsel
Ohio
$15.5M +$400K +707 +3%
BWFA
757
Baltimore-Washington Financial Advisors
Maryland
$15.4M -$323K -571 -2%
SAM
758
Silvercrest Asset Management
New York
$15.3M +$460K +814 +3%
LGWM
759
Litman Gregory Wealth Management
California
$15.3M -$220K -389 -1%
JCM
760
Janney Capital Management
Pennsylvania
$15.2M +$121K +214 +0.8%
AAMU
761
APG Asset Management US
New York
$15.1M -$184M -326,074 -93%
CLA
762
Carnegie Lake Advisors
New Jersey
$15.1M +$14.6M +25,846 New
CSPIA
763
Cary Street Partners Investment Advisory
Virginia
$15M +$417K +738 +3%
BCP
764
BlackBarn Capital Partners
New York
$15M -$3.56M -6,300 -20%
BFG
765
Bleakley Financial Group
New Jersey
$15M -$7.12M -12,586 -33%
CIA
766
Covington Investment Advisors
Pennsylvania
$15M +$28.3K +50 +0.2%
HCA
767
Hyperion Capital Advisors
New York
$15M -$442K -781 -3%
NPPM
768
North Point Portfolio Managers
Ohio
$15M -$139K -245 -0.9%
AC
769
Addenda Capital
Quebec, Canada
$15M -$6.79K -12 -0%
PJSIMP
770
P.J. Schmidt Investment Management (PJS)
Wisconsin
$14.9M -$344K -609 -2%
Walleye Capital
771
Walleye Capital
New York
$14.8M +$215K +381 +2%
KFS
772
Kurt F. Somerville
$14.8M +$57.7K +102 +0.4%
SLI
773
Sumitomo Life Insurance
Japan
$14.7M +$2.35M +4,157 +20%
MC
774
Muhlenkamp & Co
Pennsylvania
$14.7M -$3.96K -7 -0%
BP
775
BNP Paribas
France
$14.7M -$359K -635 -2%

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.