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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
HTIM
1001
Harbour Trust & Investment Management
Indiana
$8.21M +$130K +229 +2%
PCP
1002
Pacific Capital Partners
$8.21M +$6.2M +10,955 +356%
CBTWT
1003
Community Bank & Trust (Waco, Texas)
Texas
$8.2M +$120K +213 +2%
LCM
1004
Liberty Capital Management
Michigan
$8.19M +$3.39K +6 +0%
TL
1005
Tradewinds LLC
North Carolina
$8.17M +$3.39K +6 +0%
GAMH
1006
Greenwoods Asset Management (HK)
Hong Kong
$8.17M +$2.27M +4,007 +40%
KFP
1007
KMG Fiduciary Partners
Ohio
$8.16M +$42.4K +75 +0.5%
TPA
1008
Trivium Point Advisory
Connecticut
$8.14M -$338K -598 -4%
SC
1009
Syon Capital
California
$8.12M +$44.7K +79 +0.6%
ADL
1010
Asset Dedication LLC
California
$8.04M -$843K -1,491 -10%
CCM
1011
Canal Capital Management
Virginia
$8.04M +$395K +698 +5%
GIA
1012
Gladstone Institutional Advisory
Florida
$8M -$464K -820 -6%
RMC
1013
Resources Management Corp
Connecticut
$7.99M -$101K -179 -1%
PWM
1014
Perigon Wealth Management
California
$7.98M +$49.8K +88 +0.6%
ECML
1015
Eagle Capital Management (Louisiana)
Louisiana
$7.98M +$22.6K +40 +0.3%
STA
1016
Summit Trail Advisors
New York
$7.97M +$918K +1,623 +14%
MSWM
1017
Mader & Shannon Wealth Management
Missouri
$7.89M -$425K -751 -5%
ERIC
1018
Eagle Rock Investment Company
Georgia
$7.85M +$1.49M +2,635 +24%
LHC
1019
Little House Capital
Massachusetts
$7.82M +$567K +1,002 +8%
CWM
1020
CMH Wealth Management
New Hampshire
$7.82M -$173K -305 -2%
WANY
1021
Wealthspire Advisors (New York)
New York
$7.81M +$941K +1,664 +14%
SSB
1022
Sandy Spring Bank
Maryland
$7.74M -$7.92K -14 -0.1%
GIP
1023
Granite Investment Partners
California
$7.73M -$200K -353 -3%
MASUI
1024
MIRAE ASSET SECURITIES (USA) INC.
New York
$7.72M -$31.7K -56 -0.4%
DSC
1025
Duncker Streett & Co
Missouri
$7.72M -$379K -670 -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.