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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
ISL
1251
Ingalls & Snyder LLC
New York
$4.99M +$377K +667 +8%
TCA
1252
Transcend Capital Advisors
New Jersey
$4.98M -$960K -1,698 -17%
CHAM
1253
Clear Harbor Asset Management
Connecticut
$4.97M +$1.7K +3 +0%
FNBOMD
1254
First National Bank of Mount Dora
Florida
$4.97M -$384K -679 -7%
LWMM
1255
Legacy Wealth Management (Mississippi)
Mississippi
$4.96M -$99K -175 -2%
SCP
1256
Stamos Capital Partners
California
$4.96M -$2.04M -3,610 -30%
Nomura Holdings
1257
Nomura Holdings
Japan
$4.96M -$7.28M -12,863 -60%
PP
1258
Pegasus Partners
Wisconsin
$4.94M -$393K -695 -8%
MMA
1259
Miracle Mile Advisors
California
$4.93M -$8.48M -15,000 -64%
MFS
1260
Mattson Financial Services
Michigan
$4.93M -$39.6K -70 -0.7%
WA
1261
Wambolt & Associates
Colorado
$4.93M +$300K +531 +7%
CBB
1262
Citizens Business Bank
California
$4.92M -$96.7K -171 -2%
EBT
1263
Enterprise Bank & Trust
Massachusetts
$4.9M -$226K -399 -5%
MA
1264
MONECO Advisors
Connecticut
$4.9M +$22.6K +40 +0.5%
JHCP
1265
Jackson Hole Capital Partners
Oklahoma
$4.9M -$81.4K -144 -2%
MLL
1266
Moody Lynn & Lieberson
Massachusetts
$4.88M +$202K +358 +4%
NIM
1267
Nicollet Investment Management
Minnesota
$4.88M +$22.6K +40 +0.5%
BFM
1268
Boston Financial Management
Massachusetts
$4.87M +$49.2K +87 +1%
NHT
1269
New Hampshire Trust
New Hampshire
$4.87M -$11.9K -21 -0.3%
SSI
1270
Scott & Selber Inc
Texas
$4.85M -$22.1K -39 -0.5%
LWM
1271
Lyell Wealth Management
California
$4.84M -$156K -275 -3%
FWP
1272
FAS Wealth Partners
Kansas
$4.83M -$592K -1,046 -11%
CCAM
1273
Cascades Capital Asset Management
North Carolina
$4.8M +$4.64M +8,203 New
DAS
1274
Diversify Advisory Services
Utah
$4.8M -$1.34M -2,375 -22%
FI
1275
Fosun International
China
$4.79M -$123K -217 -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.