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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
UAM
926
Unison Asset Management
Florida
$9.87M -$14.1K -25 -0.1%
SWIG
927
Strategic Wealth Investment Group
Kentucky
$9.87M +$2.56M +4,533 +37%
SIM
928
Stratos Investment Management
Ohio
$9.85M -$462K -816 -5%
RDWM
929
Red Door Wealth Management
Tennessee
$9.84M +$385K +680 +4%
P
930
Pitcairn
Pennsylvania
$9.8M -$1.18M -2,093 -11%
GAM
931
Gotham Asset Management
New York
$9.8M +$2.35M +4,146 +33%
LNB
932
Ledyard National Bank
$9.74M -$92.8K -164 -1%
BEC
933
Blue Edge Capital
Virginia
$9.73M +$4.53K +8 +0%
MJP
934
Michael J. Puzo
$9.73M +$69.6K +123 +0.7%
AWM
935
Avitas Wealth Management
California
$9.67M -$153K -270 -2%
MC
936
Montag & Caldwell
Georgia
$9.65M -$401K -709 -4%
WC
937
Winmill & Co
New York
$9.63M
CBT
938
Central Bank & Trust
Kentucky
$9.62M -$834K -1,475 -8%
MAS
939
Meeder Advisory Services
Ohio
$9.6M +$803K +1,420 +9%
MWM
940
Marietta Wealth Management
Georgia
$9.6M +$275K +486 +3%
TWM
941
Tradition Wealth Management
Minnesota
$9.59M -$217K -384 -2%
BFC
942
Blue Fin Capital
Rhode Island
$9.58M +$113K +199 +1%
TCBWMS
943
Texas Capital Bank Wealth Management Services
Texas
$9.57M +$133K +236 +1%
LG
944
Leuthold Group
Minnesota
$9.57M -$670K -1,184 -7%
BB
945
Busey Bank
Illinois
$9.54M +$186K +328 +2%
BFIC
946
Bedell Frazier Investment Counselling
California
$9.53M +$35.1K +62 +0.4%
TFS
947
Thoroughbred Financial Services
Tennessee
$9.52M -$430K -760 -4%
SC
948
Stolper & Co
Oklahoma
$9.52M -$163K -288 -2%
ACM
949
Aljian Capital Management
Nevada
$9.5M +$1.14M +2,017 +14%
CT
950
Colonial Trust
South Carolina
$9.49M +$472K +834 +5%

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.