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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
SIM
1276
Studio Investment Management
Illinois
$4.77M +$60K +106 +1%
IA
1277
Icon Advisers
Colorado
$4.75M -$679K -1,200 -13%
OIA
1278
Optimum Investment Advisors
Illinois
$4.74M -$189K -335 -4%
AG
1279
Advocate Group
Minnesota
$4.73M +$110K +194 +2%
Parallax Volatility Advisers
1280
Parallax Volatility Advisers
California
$4.73M -$709K -1,254 -13%
PWMAG
1281
Pinnacle Wealth Management Advisory Group
New Jersey
$4.72M +$115K +204 +3%
FCP
1282
Fidelis Capital Partners
Florida
$4.72M +$114K +201 +2%
SAW
1283
Signal Advisors Wealth
Michigan
$4.72M +$4.56M +8,064 New
NME
1284
Notis-McConarty Edward
$4.71M -$381K -674 -8%
GMA
1285
Glassy Mountain Advisors
Maryland
$4.7M +$4.54M +8,034 New
MCB
1286
Morton Community Bank
Illinois
$4.69M -$86.5K -153 -2%
CWM
1287
Centric Wealth Management
Illinois
$4.69M +$6.22K +11 +0.1%
BCM
1288
Becker Capital Management
Oregon
$4.69M +$3.39K +6 +0.1%
FPGT
1289
Financial Partners Group (Tennessee)
Tennessee
$4.68M +$14.1K +25 +0.3%
CAM
1290
Covenant Asset Management
New Jersey
$4.68M -$58.3K -103 -1%
AIMCA
1291
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.68M +$1.86M +3,291 +70%
TA
1292
TFG Advisers
Michigan
$4.67M -$34.5K -61 -0.8%
SJL
1293
Shayne & Jacobs LLC
Tennessee
$4.67M
JAG
1294
Journey Advisory Group
Kentucky
$4.65M
CAM
1295
Carret Asset Management
New York
$4.65M +$458K +810 +11%
RMAM
1296
Raab & Moskowitz Asset Management
New Jersey
$4.63M -$36.8K -65 -0.8%
QIM
1297
Quest Investment Management
Oregon
$4.63M -$14.1M -24,960 -76%
BC
1298
Belmont Capital
California
$4.63M -$498K -881 -10%
CP
1299
CenterBook Partners
Connecticut
$4.62M -$6.9M -12,204 -61%
SW
1300
Solidarity Wealth
Utah
$4.62M -$1.06M -1,868 -19%

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.