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
QC
826
Quadrature Capital
United Kingdom
$13M -$22.2M -39,241 -64%
LIM
827
Leavell Investment Management
Alabama
$13M -$459K -811 -4%
CIA
828
Concurrent Investment Advisors
Florida
$12.9M +$520K +920 +4%
VHAM
829
Van Hulzen Asset Management
California
$12.8M -$2.33M -4,119 -16%
DAC
830
Dividend Assets Capital
South Carolina
$12.7M +$69K +122 +0.6%
BIAS
831
Beacon Investment Advisory Services
New Jersey
$12.7M -$149K -264 -1%
AG
832
Ascent Group
Virginia
$12.7M -$141K -250 -1%
S
833
SignatureFD
Georgia
$12.7M +$731K +1,293 +6%
AI
834
Atom Investors
Texas
$12.7M +$12M +21,259 +5,098%
GWM
835
GDS Wealth Management
Texas
$12.6M +$996K +1,761 +9%
BCB
836
Brian C. Broderick
$12.6M +$56.6K +100 +0.5%
AMBIA
837
Allen Mooney & Barnes Investment Advisors
Georgia
$12.6M -$351K -620 -3%
SC
838
Scholtz & Company
Connecticut
$12.5M -$4.12M -7,276 -25%
MWM
839
Mission Wealth Management
California
$12.4M -$421K -745 -3%
HH
840
Hilltop Holdings
Texas
$12.3M +$8.01M +14,163 +205%
RBA
841
Richard Bernstein Advisors
New York
$12.3M -$810K -1,432 -6%
SC
842
Savant Capital
Illinois
$12.3M +$2.77M +4,904 +31%
ROC
843
Running Oak Capital
Minnesota
$12.2M -$550K -972 -4%
PA
844
Procyon Advisors
Connecticut
$12.2M -$774K -1,369 -6%
WIC
845
Woodmont Investment Counsel
Tennessee
$12.2M -$521K -922 -4%
LWIC
846
Leith Wheeler Investment Counsel
British Columbia, Canada
$12M +$11.4M +20,086 +4,329%
OCAM
847
Owl Creek Asset Management
New York
$12M
KIA
848
KCM Investment Advisors
California
$12M +$429K +758 +4%
AP
849
Americana Partners
Texas
$11.9M +$1.12M +1,984 +11%
FTDI
850
First Trust Direct Indexing
Massachusetts
$11.9M +$1.81M +3,196 +19%

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.