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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
CCG
1176
Cypress Capital Group
Florida
$5.84M -$167K -296 -3%
GWMR
1177
GC Wealth Management RIA
Massachusetts
$5.82M +$456K +807 +9%
FFIC
1178
First Fiduciary Investment Counsel
Ohio
$5.82M -$5.09K -9 -0.1%
RSWM
1179
Robertson Stephens Wealth Management
California
$5.82M +$791K +1,398 +16%
COI
1180
Connable Office Inc
Michigan
$5.81M -$42.4K -75 -0.7%
PA
1181
PFG Advisors
Arizona
$5.8M -$302K -534 -5%
MMG
1182
Monetary Management Group
Missouri
$5.8M -$1.11M -1,970 -17%
SPG
1183
Strategic Planning Group
Utah
$5.79M +$179K +316 +3%
LPT
1184
Legacy Private Trust
Wisconsin
$5.79M -$95.6K -169 -2%
AAS
1185
Ameritas Advisory Services
Nebraska
$5.78M +$46.9K +83 +0.8%
WCM
1186
Weik Capital Management
Pennsylvania
$5.78M -$9.62K -17 -0.2%
BCM
1187
Bretton Capital Management
California
$5.73M +$5.54M +9,800 New
IAS
1188
Insigneo Advisory Services
Florida
$5.72M -$630K -1,113 -10%
SEEDPG
1189
S.E.E.D. Planning Group
New York
$5.71M +$203K +359 +4%
PMAM
1190
Picton Mahoney Asset Management
Ontario, Canada
$5.71M -$3.4M -6,015 -38%
SAM
1191
Strategy Asset Managers
California
$5.7M +$4.02M +7,113 +269%
HIC
1192
Holderness Investments Company
North Carolina
$5.7M +$40.2K +71 +0.7%
PIMJS
1193
PKO Investment Management Joint-Stock
Poland
$5.66M -$735K -1,300 -12%
LA
1194
LexAurum Advisors
Kansas
$5.66M +$18.1K +32 +0.3%
CA
1195
Claro Advisors
Massachusetts
$5.63M -$174K -308 -3%
PWG
1196
Portside Wealth Group
Utah
$5.63M +$161K +285 +3%
NCM
1197
Nelson Capital Management
California
$5.61M -$143K -253 -3%
PH
1198
Pinnacle Holdings
Oklahoma
$5.57M -$46.4K -82 -0.9%
VDBMI
1199
Van Den Berg Management I
Texas
$5.56M -$372K -657 -6%
KIM
1200
Kestra Investment Management
Texas
$5.55M +$5.37M +9,500 New

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.