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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
PL
1126
Plancorp LLC
Missouri
$6.49M -$213K -377 -3%
MCP
1127
Mirador Capital Partners
California
$6.47M -$63.9K -113 -1%
MSAM
1128
Moloney Securities Asset Management
Missouri
$6.47M -$4.53K -8 -0.1%
CT
1129
Clearstead Trust
Maine
$6.47M -$264K -466 -4%
GI
1130
GS Investments
Minnesota
$6.46M -$11.3K -20 -0.2%
SFS
1131
Sowell Financial Services
Arkansas
$6.45M -$230K -407 -4%
SCP
1132
Sandhill Capital Partners
New York
$6.44M +$70.1K +124 +1%
WBC
1133
West Branch Capital
Massachusetts
$6.44M +$21.5K +38 +0.3%
CWM
1134
Connecticut Wealth Management
Connecticut
$6.43M -$356K -630 -5%
ACM
1135
Ayrshire Capital Management
Connecticut
$6.42M +$43K +76 +0.7%
CAL
1136
Capital Analysts LLC
Pennsylvania
$6.39M -$174K -307 -3%
ET
1137
Equitable Trust
Tennessee
$6.37M +$399K +706 +7%
MIA
1138
MainStreet Investment Advisors
Illinois
$6.35M -$2.16M -3,820 -26%
DWM
1139
Dynasty Wealth Management
Florida
$6.35M -$446K -789 -7%
BZWA
1140
Blue Zone Wealth Advisors
California
$6.31M +$133K +235 +2%
CI
1141
CX Institutional
Indiana
$6.29M -$6.05M -10,691 -50%
BA
1142
Bristlecone Advisors
Washington
$6.28M -$213K -376 -3%
JWCA
1143
J.W. Coons Advisors
Ohio
$6.28M -$36.8K -65 -0.6%
ALAM
1144
Asahi Life Asset Management
Japan
$6.28M -$132K -233 -2%
SB
1145
Simmons Bank
Arkansas
$6.27M -$120K -212 -2%
RRA
1146
Round Rock Advisors
Connecticut
$6.23M
IBOK
1147
Independence Bank of Kentucky
Kentucky
$6.19M +$1.53M +2,701 +34%
KIA
1148
Knollwood Investment Advisory
Maryland
$6.18M
TAM
1149
Trust Asset Management
Texas
$6.17M
NFC
1150
Northeast Financial Consultants
Connecticut
$6.14M -$15.3K -27 -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.