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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
CI
1201
Cigna Investments
Connecticut
$5.55M -$58.8K -104 -1%
EA
1202
Eclectic Associates
California
$5.54M -$176K -312 -3%
UHC
1203
Union Heritage Capital
Michigan
$5.54M
IHL
1204
Investment House LLC
California
$5.54M
HW
1205
Hancock Whitney
Mississippi
$5.54M +$792K +1,400 +17%
MNBTD
1206
Moody National Bank Trust Division
Texas
$5.54M +$109K +193 +2%
DRD
1207
Dennis R. Delaney
$5.53M +$209K +370 +4%
HWM
1208
Hohimer Wealth Management
Washington
$5.51M +$1.02M +1,808 +24%
BCA
1209
Bray Capital Advisors
Florida
$5.51M -$122K -215 -2%
IB
1210
Intrust Bank
Kansas
$5.49M +$95K +168 +2%
AC
1211
Arjuna Capital
North Carolina
$5.48M -$103K -182 -2%
FFM
1212
Fullerton Fund Management
Singapore
$5.48M +$577K +1,021 +12%
TC
1213
Trium Capital
United Kingdom
$5.47M -$1.23M -2,177 -19%
CWAG
1214
Compton Wealth Advisory Group
Virginia
$5.44M -$53.7K -95 -1%
TP
1215
Tranquility Partners
Tennessee
$5.42M -$23.2K -41 -0.4%
SAG
1216
SageView Advisory Group
California
$5.4M -$485K -858 -8%
BHPW
1217
Beverly Hills Private Wealth
California
$5.4M +$14.1K +25 +0.3%
KWM
1218
Keebeck Wealth Management
Illinois
$5.39M -$99K -175 -2%
ACS
1219
Archford Capital Strategies
Illinois
$5.36M +$71.8K +127 +1%
ITC
1220
Inspire Trust Company
Nevada
$5.32M +$142K +251 +3%
BTI
1221
Blue Trust Inc
Georgia
$5.31M +$1.94M +3,429 +49%
GAG
1222
GM Advisory Group
New York
$5.3M -$166K -293 -3%
MIA
1223
MMBG Investment Advisors
Florida
$5.3M -$91.6K -162 -2%
DC
1224
DeDora Capital
California
$5.27M +$233K +412 +5%
GL
1225
Graypoint LLC
New York
$5.26M +$424K +749 +9%

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.