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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
JC
1351
JB Capital
Connecticut
$4.18M +$101K +178 +3%
PWAM
1352
Pinnacle West Asset Management
Wyoming
$4.17M +$31.1K +55 +0.8%
GBT
1353
Grove Bank & Trust
Florida
$4.17M +$110K +195 +3%
CCM
1354
Condor Capital Management
New Jersey
$4.16M +$28.3K +50 +0.7%
B
1355
Bensler
Washington
$4.14M -$37.9K -67 -0.9%
BDL
1356
Bey-Douglas LLC
Georgia
$4.13M -$22.1K -39 -0.5%
CWP
1357
Concord Wealth Partners
Virginia
$4.13M +$269K +476 +7%
BCM
1358
Birch Capital Management
Texas
$4.13M -$5.09K -9 -0.1%
WP
1359
WMS Partners
Maryland
$4.11M +$3.02M +5,341 +315%
PSB
1360
Piscataqua Savings Bank
New Hampshire
$4.11M -$59.4K -105 -1%
ECM
1361
Elgethun Capital Management
South Dakota
$4.1M -$133K -236 -3%
AF
1362
Alerus Financial
North Dakota
$4.1M -$139K -246 -3%
OAM
1363
Occidental Asset Management
California
$4.09M +$186K +328 +5%
SLWA
1364
San Luis Wealth Advisors
California
$4.09M -$472K -834 -11%
GCIM
1365
Gunn & Company Investment Management
Florida
$4.08M -$52.8M -93,367 -93%
ACM
1366
Accent Capital Management
Ohio
$4.07M -$270K -478 -6%
CCP
1367
Clough Capital Partners
Massachusetts
$4.07M -$11.2M -19,785 -74%
FFS
1368
Founders Financial Securities
Maryland
$4.07M -$197K -349 -5%
VA
1369
Valmark Advisers
Ohio
$4.06M -$17.5K -31 -0.4%
BDS
1370
Banco de Sabadell
Florida
$4.05M -$130K -229 -3%
BFPW
1371
BOK Financial Private Wealth
Colorado
$4.03M -$207K -366 -5%
FPAS
1372
Focus Partners Advisor Solutions
Missouri
$4.03M +$238K +420 +6%
FHA
1373
Flagship Harbor Advisors
Massachusetts
$4.02M +$22.1K +39 +0.6%
RA
1374
RiverPark Advisors
New York
$4.02M +$112K +198 +3%
DWP
1375
Daymark Wealth Partners
Ohio
$4.01M -$20.4K -36 -0%

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.