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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
SWP
1426
Strategic Wealth Partners
Ohio
$3.71M -$197K -349 -5%
GWANC
1427
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.7M +$57.7K +102 +2%
IRAG
1428
Investment Research & Advisory Group
Georgia
$3.7M +$61.1K +108 +2%
PS
1429
Pensionfund Sabic
Netherlands
$3.68M -$848K -1,500 -19%
FAP
1430
Financial Advisory Partners
Florida
$3.67M -$80.3K -142 -2%
ST
1431
Somerset Trust
Pennsylvania
$3.66M -$20.4K -36 -0.6%
RIL
1432
Rothschild Investment LLC
Illinois
$3.66M +$175K +309 +5%
SCM
1433
Stevens Capital Management
Pennsylvania
$3.64M +$3.52M +6,226 New
BIG
1434
Brooklyn Investment Group
New York
$3.63M +$391K +691 +13%
CCM
1435
Cinctive Capital Management
New York
$3.62M +$3.5M +6,189 New
RP
1436
Rice Partnership
Hawaii
$3.62M +$452K +799 +15%
B
1437
Barings
North Carolina
$3.6M +$87.1K +154 +3%
BMWM
1438
Brown Miller Wealth Management
Virginia
$3.59M +$36.2K +64 +1%
PI
1439
PGGM Investments
Netherlands
$3.58M +$3.46M +6,126 New
FM
1440
Foster & Motley
Ohio
$3.56M -$163K -288 -5%
LP
1441
LMR Partners
United Kingdom
$3.56M +$3.44M +6,087 New
SA
1442
Strategic Advisors
New York
$3.55M -$91.6K -162 -3%
CWS
1443
Confluence Wealth Services
Pennsylvania
$3.55M +$638K +1,128 +23%
SC
1444
Sepio Capital
Utah
$3.55M +$139K +246 +4%
PWPS
1445
Pinnacle Wealth Planning Services
Ohio
$3.55M -$2.83K -5 -0.1%
BCM
1446
Brasada Capital Management
Texas
$3.54M +$164K +290 +5%
SAM
1447
Smartleaf Asset Management
Massachusetts
$3.53M +$1.25M +2,204 +57%
CCWM
1448
Cassaday & Co Wealth Management
Virginia
$3.52M -$37.9K -67 -1%
FA
1449
Fagan Associates
New York
$3.5M +$11.3K +20 +0.3%
FGA
1450
Fortis Group Advisors
New Jersey
$3.5M -$49.8K -88 -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.