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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
JSSH
976
J. Safra Sarasin Holding
$8.91M -$5.51M -9,733 -39%
SIA
977
Schechter Investment Advisors
Michigan
$8.86M -$3.48M -6,154 -29%
SPC
978
Sigma Planning Corp
Michigan
$8.81M +$81.4K +144 +1%
SIC
979
Sigma Investment Counselors
Michigan
$8.78M -$65K -115 -0.8%
MCM
980
Moore Capital Management
New York
$8.77M -$19.8M -35,000 -70%
GIM
981
Goelzer Investment Management
Indiana
$8.77M -$664K -1,174 -7%
AC
982
Asio Capital
Kentucky
$8.72M -$23.2K -41 -0.3%
VFA
983
Valeo Financial Advisors
Indiana
$8.71M -$96.2K -170 -1%
SWK
984
Stephen W. Kidder
$8.61M +$18.7K +33 +0.2%
BI
985
Ballast Inc
Kentucky
$8.57M -$63.9K -113 -0.8%
TW
986
TritonPoint Wealth
Maryland
$8.55M +$623K +1,102 +8%
B
987
Bellecapital
Switzerland
$8.53M -$166K -294 -2%
JWBC
988
J.W. Burns & Co
New York
$8.53M -$71.3K -126 -0.9%
BSC
989
Brown Shipley & Co
United Kingdom
$8.51M -$222K -393 -3%
ELI
990
Empire Life Investments
Ontario, Canada
$8.49M -$143K -253 -2%
BCM
991
Buckhead Capital Management
Georgia
$8.44M -$32.8K -58 -0.4%
OAM
992
Ostrum Asset Management
France
$8.42M -$1.57M -2,782 -16%
GI
993
GAMMA Investing
California
$8.42M +$2.37M +4,187 +41%
TCM
994
Telos Capital Management
California
$8.31M -$41.3K -73 -0.5%
CICC
995
Capital Investment Counsel (Colorado)
Colorado
$8.27M +$550K +973 +7%
ST
996
Spinnaker Trust
Maine
$8.27M -$293K -518 -4%
AT
997
American Trust
Kentucky
$8.24M -$1.49M -2,633 -16%
SCM
998
Schnieders Capital Management
California
$8.23M -$475K -840 -6%
CCFCSB
999
Cape Cod Five Cents Savings Bank
Massachusetts
$8.22M +$20.9K +37 +0.3%
NGA
1000
Naples Global Advisors
Florida
$8.21M -$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.