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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
TCCM
1076
Timber Creek Capital Management
Massachusetts
$7.04M -$1.62M -2,857 -19%
TC
1077
Tenere Capital
New York
$7.03M +$6.8M +12,023 New
FTWA
1078
Fifth Third Wealth Advisors
Ohio
$7.03M +$902K +1,594 +15%
HCA
1079
Harbour Capital Advisors
Virginia
$7.02M -$1.02M -1,802 -13%
OCM
1080
Olstein Capital Management
New York
$7.02M -$2.55M -4,500 -27%
WAM
1081
Weatherly Asset Management
California
$7.01M -$300K -530 -4%
PCTC
1082
Perkins Coie Trust Company
Washington
$7.01M -$52.6K -93 -0.8%
MS
1083
Marshall & Sullivan
Washington
$7.01M -$123K -218 -2%
GGI
1084
GPM Growth Investors
Michigan
$6.99M -$343K -606 -5%
CW
1085
CreativeOne Wealth
Kansas
$6.96M +$855K +1,512 +15%
JWM
1086
Jessup Wealth Management
Ohio
$6.95M +$3M +5,307 +81%
WPW
1087
Waldron Private Wealth
Pennsylvania
$6.95M +$152K +269 +2%
IAN
1088
Integrated Advisors Network
Texas
$6.94M +$190K +336 +3%
CFGS
1089
Concourse Financial Group Securities
Alabama
$6.91M -$167K -296 -2%
WWM
1090
Western Wealth Management
Colorado
$6.88M +$1.86M +3,295 +39%
SFS
1091
Stiles Financial Services
Minnesota
$6.86M -$136K -240 -2%
CT
1092
Coastline Trust
Rhode Island
$6.86M -$1.58M -2,796 -19%
CHC
1093
City Holding Co
West Virginia
$6.84M -$23.2K -41 -0.3%
LCM
1094
Landscape Capital Management
New Jersey
$6.82M +$115K +204 +2%
BWL
1095
Bogart Wealth LLC
Virginia
$6.82M -$27.7K -49 -0.4%
NS
1096
NBC Securities
Alabama
$6.79M +$5.09K +9 +0.1%
IWM
1097
IHT Wealth Management
Illinois
$6.76M +$1.56M +2,756 +31%
Capstone Investment Advisors
1098
Capstone Investment Advisors
New York
$6.75M -$6.41M -11,329 -50%
PI
1099
PFG Investments
New York
$6.74M -$13.6K -24 -0.2%
SFA
1100
Souders Financial Advisors
Ohio
$6.74M +$33.9K +60 +0.5%

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.