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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
TIM
951
Thompson Investment Management
Wisconsin
$9.48M +$814K +1,439 +10%
BWA
952
Burt Wealth Advisors
Maryland
$9.42M -$143K -252 -2%
RCP
953
Rothschild Capital Partners
New York
$9.42M +$353K +624 +4%
FRA
954
Frank Rimerman Advisors
California
$9.42M +$766K +1,355 +9%
VC
955
Vestor Capital
Illinois
$9.39M -$16.6M -29,300 -65%
AIP
956
Alapocas Investment Partners
Massachusetts
$9.38M +$32.2K +57 +0.4%
FFA
957
Fragasso Financial Advisors
Pennsylvania
$9.38M -$217K -384 -2%
GAM
958
Griffin Asset Management
New York
$9.37M +$28.3K +50 +0.3%
BJL
959
Brighton Jones LLC
Washington
$9.37M -$5.82M -10,284 -39%
HCM
960
Hilton Capital Management
New York
$9.36M +$234K +414 +3%
FNBOO
961
First National Bank of Omaha
Nebraska
$9.28M -$2.17M -3,834 -19%
SBIA
962
Sheaff Brock Investment Advisors
Indiana
$9.27M -$591K -1,045 -6%
IA
963
IFP Advisors
Florida
$9.25M +$1.43M +2,536 +19%
NP
964
NorthRock Partners
Minnesota
$9.21M +$592K +1,046 +7%
SPC
965
Spirepoint Private Client
Florida
$9.2M +$356K +630 +4%
HAFG
966
Hansen & Associates Financial Group
California
$9.13M +$9.06M +16,022 New
ZB
967
Zions Bancorporation
Utah
$9.12M +$251K +443 +3%
BCM
968
BTC Capital Management
Iowa
$9.1M -$127K -224 -1%
RCM
969
RNC Capital Management
California
$9.08M
Massachusetts Financial Services
970
Massachusetts Financial Services
Massachusetts
$9.02M -$1.93M -3,414 -18%
AIMC
971
Alley Investment Management Company
Illinois
$9.02M -$12.4K -22 -0.1%
SCM
972
SOL Capital Management
Maryland
$8.97M +$11.3K +20 +0.1%
TAMH
973
Taikang Asset Management (HK)
Hong Kong
$8.97M +$5.03M +8,899 +138%
S
974
SimplyRich
California
$8.95M +$60K +106 +0.7%
IEFM
975
IQ EQ Fund Management
Ireland
$8.95M -$24.9K -44 -0.3%

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.