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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
LOM
776
LTS One Management
New York
$14.7M +$14.2M +25,070 New
1CP
777
11 Capital Partners
Connecticut
$14.6M -$6.36M -11,250 -31%
SFA
778
Sequoia Financial Advisors
Ohio
$14.6M +$1.7M +3,006 +14%
Connor, Clark & Lunn Investment Management (CC&L)
779
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$14.5M -$29.2M -51,673 -68%
AA
780
Altrafin AG
$14.5M +$13M +22,965 +1,228%
LOPW
781
Live Oak Private Wealth
North Carolina
$14.5M -$155K -274 -1%
FNFDCM
782
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$14.5M +$162K +287 +1%
AMI
783
Amica Mutual Insurance
Rhode Island
$14.5M -$924K -1,633 -6%
RC
784
Roundview Capital
New Jersey
$14.4M -$60K -106 -0.4%
BFG
785
Berger Financial Group
Minnesota
$14.4M +$1.73M +3,052 +14%
MAA
786
Matrix Asset Advisors
New York
$14.3M -$205K -363 -1%
BCM
787
Brookstone Capital Management
Illinois
$14.2M +$865K +1,529 +7%
HVIA
788
Hudson Valley Investment Advisors
New York
$14.1M +$2.79M +4,926 +26%
LNWWM
789
Laird Norton Wetherby Wealth Management
California
$14.1M +$3.39K +6 +0%
MG
790
Markel Group
Virginia
$14.1M +$1.84M +3,250 +16%
CAC
791
Core Alternative Capital
Georgia
$14M +$3.67M +6,489 +37%
LF
792
Longbow Finance
Switzerland
$14M -$834K -1,475 -6%
TAM
793
Tocqueville Asset Management
New York
$14M -$440K -778 -3%
LOAMS
794
Lombard Odier Asset Management (Switzerland)
Switzerland
$14M +$1.34M +2,365 +11%
IWC
795
Integrated Wealth Concepts
Massachusetts
$13.9M +$117K +207 +0.9%
BCMO
796
Buckingham Capital Management (Ohio)
Ohio
$13.9M -$947K -1,674 -7%
PS
797
Principal Securities
Iowa
$13.9M +$1.09M +1,933 +9%
AHB
798
Abner Herrman & Brock
New Jersey
$13.8M -$57.1K -101 -0.4%
SF
799
Summit Financial
New Jersey
$13.8M -$575K -1,016 -4%
NSAM
800
North Star Asset Management
Wisconsin
$13.7M +$380K +671 +3%

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.