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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
CCA
1026
Checchi Capital Advisers
California
$7.69M -$761K -1,345 -9%
MAM
1027
Mirabaud Asset Management
United Kingdom
$7.68M +$7.47M +13,201 New
CIG
1028
Consolidated Investment Group
Colorado
$7.68M -$1.13M -2,000 -13%
SAM
1029
Sectoral Asset Management
Quebec, Canada
$7.67M -$7.66M -13,550 -51%
LC
1030
Lindbrook Capital
California
$7.67M +$390K +690 +6%
GLR
1031
Great Lakes Retirement
Ohio
$7.65M +$285K +503 +4%
MWA
1032
Meridian Wealth Advisors
Texas
$7.65M +$4.53K +8 +0.1%
APWM
1033
Argonautica Private Wealth Management
Massachusetts
$7.62M +$19.2K +34 +0.3%
WPP
1034
Whalerock Point Partners
Rhode Island
$7.61M +$324K +572 +5%
KFBMI
1035
Kentucky Farm Bureau Mutual Insurance
Kentucky
$7.6M
SIG
1036
Sky Investment Group
Connecticut
$7.58M -$156K -275 -2%
GI
1037
GLOBALT Investments
Georgia
$7.54M +$3.86M +6,819 +112%
EFS
1038
Essex Financial Services
Connecticut
$7.53M -$331K -585 -4%
MYIA
1039
Mount Yale Investment Advisors
Colorado
$7.47M -$4.25M -7,521 -37%
HF
1040
HRT Financial
New York
$7.46M -$123M -216,622 -94%
CPA
1041
Capital Planning Advisors
California
$7.45M +$49.2K +87 +0.7%
SDWIA
1042
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$7.42M -$158K -280 -2%
LFG
1043
Larson Financial Group
Missouri
$7.42M +$2.17M +3,833 +43%
LDB
1044
Lee, Danner & Bass
Tennessee
$7.39M -$79.2K -140 -1%
HSA
1045
HBK Sorce Advisory
Pennsylvania
$7.39M -$221K -390 -3%
BHWM
1046
Bar Harbor Wealth Management
New Hampshire
$7.33M -$140K -248 -2%
FFA
1047
Farther Finance Advisors
California
$7.33M +$188K +332 +3%
VA
1048
Vident Advisory
Georgia
$7.31M -$13M -22,994 -65%
PCG
1049
Prosperity Consulting Group
Maryland
$7.3M +$4.83M +8,541 +216%
CT
1050
Chicago Trust
Illinois
$7.3M +$313K +554 +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.