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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
SRA
1226
Secured Retirement Advisors
Minnesota
$5.26M +$62.8K +111 +1%
HAS
1227
HBW Advisory Services
California
$5.23M -$275K -486 -5%
SCP
1228
Shorepoint Capital Partners
Massachusetts
$5.23M +$90.5K +160 +2%
TAM
1229
Thematics Asset Management
France
$5.23M +$231K +409 +5%
FCM
1230
Fortis Capital Management
Washington
$5.22M +$202K +357 +4%
LA
1231
Lindenwold Advisors
Pennsylvania
$5.21M +$20.9K +37 +0.4%
MBTD
1232
Mechanics Bank - Trust Department
California
$5.21M -$133K -235 -3%
BDFN
1233
Bond & Devick Financial Network
Minnesota
$5.2M -$115K -204 -2%
Koshinski Asset Management
1234
Koshinski Asset Management
Illinois
$5.19M -$128K -227 -2%
NC
1235
NBW Capital
Massachusetts
$5.19M +$22.1K +39 +0.4%
NG
1236
Norden Group
Utah
$5.18M +$1.57M +2,770 +46%
SC
1237
SouthState Corp
Florida
$5.15M +$143K +252 +3%
MPPW
1238
Mitchell & Pahl Private Wealth
Oklahoma
$5.14M +$319K +564 +7%
CIP
1239
Capital Insight Partners
Arizona
$5.13M +$131K +231 +3%
BAM
1240
Belpointe Asset Management
Nevada
$5.12M -$79.2K -140 -2%
ACM
1241
Alcosta Capital Management
California
$5.07M +$36.2K +64 +0.7%
CC
1242
Constitution Capital
Connecticut
$5.06M -$510K -902 -9%
MMPW
1243
Mitchell McLeod Pugh & Williams
Alabama
$5.06M +$13K +23 +0.3%
BAM
1244
Berkshire Asset Management
Pennsylvania
$5.05M
RFN
1245
RDA Financial Network
Iowa
$5.04M -$138K -244 -3%
KA
1246
Kintegral Advisory
New York
$5.03M -$63.9K -113 -1%
MFG
1247
Merit Financial Group
Georgia
$5.02M -$2.16M -3,825 -31%
LM
1248
Lincluden Management
Ontario, Canada
$5.02M +$60K +106 +1%
CCM
1249
Cox Capital Management
Massachusetts
$5.02M +$743K +1,313 +18%
DBG
1250
De Burlo Group
Massachusetts
$4.99M

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.