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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
SRC
1376
Shufro Rose & Co
New York
$4M
SEC
1377
Seven Eight Capital
New York
$3.99M +$1.89M +3,342 +96%
BG
1378
Bollard Group
Massachusetts
$3.99M +$6.79K +12 +0.2%
AFG
1379
Atomi Financial Group
New York
$3.98M -$131K -231 -3%
TPCM
1380
Templeton & Phillips Capital Management
Tennessee
$3.98M -$13.6K -24 -0.4%
EFM
1381
E Fund Management
China
$3.97M +$232K +410 +6%
AC
1382
Avestar Capital
New York
$3.97M -$74.7K -132 -2%
PGWM
1383
Parisi Gray Wealth Management
New Jersey
$3.97M +$33.4K +59 +0.9%
EWM
1384
Empirical Wealth Management
Washington
$3.97M +$673K +1,190 +21%
FFM
1385
Forum Financial Management
Illinois
$3.96M -$9.62K -17 -0.3%
SWM
1386
Sugarloaf Wealth Management
Georgia
$3.95M +$50.9K +90 +1%
NP
1387
Nilsine Partners
Colorado
$3.95M +$2.83K +5 +0.1%
CAM
1388
ClariVest Asset Management
California
$3.95M
PA
1389
Paragon Advisors
Texas
$3.93M -$43.6K -77 -1%
BB
1390
Berkshire Bank
Massachusetts
$3.93M +$226K +400 +6%
HIP
1391
Harrell Investment Partners
Texas
$3.92M -$131K -232 -3%
KA
1392
Kovack Advisors
Florida
$3.91M -$43.6K -77 -1%
GP
1393
Greenline Partners
New York
$3.91M -$456K -806 -11%
CAM
1394
Costello Asset Management
Pennsylvania
$3.91M +$20.9K +37 +0.6%
PFA
1395
Pathway Financial Advisers
Indiana
$3.9M -$24.3K -43 -0.6%
NW
1396
Naviter Wealth
Arkansas
$3.9M -$397K -702 -10%
SG
1397
StoneX Group
New York
$3.9M -$62.8K -111 -2%
TI
1398
TrueMark Investments
Illinois
$3.89M +$346K +612 +10%
VT
1399
Vise Technologies
New York
$3.89M +$1.34M +2,372 +55%
MCP
1400
Martin Capital Partners
Oregon
$3.88M -$1.3M -2,294 -26%

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.