We are live on ! Find out more
UNH icon

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
PCM
1401
Penserra Capital Management
California
$3.87M -$199M -352,371 -98%
GEA
1402
Glen Eagle Advisors
New Jersey
$3.87M -$455K -805 -11%
SF
1403
Symphony Financial
Texas
$3.87M +$419K +740 +13%
BFW
1404
Brady Family Wealth
Missouri
$3.87M +$124K +220 +3%
HI
1405
Harbour Investments
Wisconsin
$3.86M +$149K +263 +4%
CGL
1406
Clarius Group LLC
Washington
$3.85M -$78.1K -138 -2%
DA
1407
Dover Advisors
Virginia
$3.85M -$69K -122 -2%
CAAS
1408
Capital Asset Advisory Services
Michigan
$3.83M -$43K -76 -1%
ST
1409
Smithfield Trust
Pennsylvania
$3.81M +$62.2K +110 +2%
KM
1410
KP Management
Minnesota
$3.8M
NAS
1411
Nicolet Advisory Services
Wisconsin
$3.8M +$447K +790 +14%
SIAG
1412
Signet Investment Advisory Group
Rhode Island
$3.79M +$82K +145 +2%
PPW
1413
PACK Private Wealth
Minnesota
$3.79M -$566K -1,000 -13%
RCWM
1414
Royal Capital Wealth Management
Indiana
$3.79M -$87.7K -155 -2%
FHA
1415
First Horizon Advisors
Tennessee
$3.78M +$180K +319 +5%
WCA
1416
Westover Capital Advisors
Delaware
$3.77M -$85.4K -151 -2%
MWM
1417
Modern Wealth Management
Kansas
$3.77M +$216K +382 +6%
MPWS
1418
McCarter Private Wealth Services
Massachusetts
$3.76M +$3.64M +6,436 New
LSA
1419
L & S Advisors
California
$3.76M +$188K +333 +5%
WC
1420
Wexford Capital
Florida
$3.75M -$1.28M -2,259 -26%
SW
1421
Simplicity Wealth
New Jersey
$3.75M -$21.1M -37,306 -85%
JGCM
1422
Joseph Group Capital Management
Ohio
$3.75M -$45.8K -81 -1%
IWS
1423
Insight Wealth Strategies
California
$3.74M +$28.3K +50 +0.8%
DDC
1424
DF Dent & Co
Maryland
$3.73M
MRCM
1425
M&R Capital Management
New Jersey
$3.72M -$2.26K -4 -0.1%

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.