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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
JIR
876
James Investment Research
Ohio
$11.1M -$212K -374 -2%
PVI
877
Pine Valley Investments
New Jersey
$11.1M +$526K +930 +5%
GCAC
878
Guardian Capital Advisors (Canada)
Ontario, Canada
$11.1M +$433K +766 +4%
PA
879
Profund Advisors
Maryland
$11.1M +$278K +492 +3%
MCM
880
Mattern Capital Management
Colorado
$11.1M -$36.8K -65 -0.3%
PFS
881
Prospera Financial Services
Texas
$11.1M +$226K +399 +2%
EAMA
882
EFG Asset Management (Americas)
Florida
$11M -$222K -392 -2%
CT
883
Caldwell Trust
Florida
$11M -$352K -622 -3%
KNW
884
Kesler Norman & Wride
Utah
$11M -$1.53M -2,710 -13%
LGF
885
LGT Group Foundation
Liechtenstein
$10.9M -$321K -567 -3%
M
886
MOTCO
Texas
$10.9M -$559K -989 -5%
BONST
887
Bank of Nova Scotia Trust
Ontario, Canada
$10.9M +$548K +968 +5%
STAS
888
Strong Tower Advisory Services
Minnesota
$10.9M -$1.35M -2,393 -11%
WCM
889
Wedge Capital Management
North Carolina
$10.9M -$1.46M -2,590 -12%
JMFC
890
J.M. Forbes & Co
Massachusetts
$10.8M -$203K -359 -2%
JAM
891
Jupiter Asset Management
United Kingdom
$10.8M -$167K -295 -2%
RWM
892
Ritholtz Wealth Management
New York
$10.8M +$3.02M +5,339 +41%
IWA
893
Icon Wealth Advisors
Texas
$10.7M -$120K -213 -1%
NAM
894
NorthCrest Asset Manangement
Minnesota
$10.7M +$337K +595 +3%
SIA
895
Soltis Investment Advisors
Utah
$10.7M -$353K -624 -3%
FFP
896
FourThought Financial Partners
Florida
$10.6M +$101K +179 +1%
ECM
897
Evergreen Capital Management
Washington
$10.6M +$241K +426 +2%
BIA
898
Biondo Investment Advisors
Pennsylvania
$10.5M +$208K +367 +2%
FMTC
899
Farmers & Merchants Trust Company
California
$10.5M +$43K +76 +0.4%
VVP
900
Venture Visionary Partners
Ohio
$10.5M -$446K -789 -4%

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.