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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
AWAU
1451
Alliance Wealth Advisors (Utah)
Utah
$3.5M +$50.3K +89 +2%
YIH
1452
Y-Intercept (HK)
Hong Kong
$3.49M -$8.45M -14,944 -71%
AF
1453
Affiance Financial
Minnesota
$3.49M -$3.39K -6 -0.1%
SAMC
1454
Spectrum Asset Management (California)
California
$3.48M +$2.71M +4,795 +414%
GFP
1455
Gryphon Financial Partners
Ohio
$3.48M +$52.6K +93 +2%
GSB
1456
Greenfield Savings Bank
Massachusetts
$3.48M -$131K -231 -4%
GFA
1457
Gifford Fong Associates
California
$3.46M
SFP
1458
Shepherd Financial Partners
Massachusetts
$3.44M +$56K +99 +2%
RB
1459
Renasant Bank
Mississippi
$3.43M -$121K -214 -4%
PFBT
1460
Parkside Financial Bank & Trust
Missouri
$3.43M +$182K +321 +6%
NCM
1461
Northside Capital Management
Oregon
$3.43M
RPC
1462
Rossmore Private Capital
Connecticut
$3.43M -$11.3K -20 -0.3%
RPWA
1463
Regent Peak Wealth Advisors
Georgia
$3.42M -$338K -598 -9%
AHC
1464
Anderson Hoagland & Co
Missouri
$3.42M -$85.4K -151 -3%
VF
1465
Vest Financial
Virginia
$3.41M +$2.07M +3,667 +169%
JIC
1466
Joel Isaacson & Co
New York
$3.39M -$92.2K -163 -3%
GC
1467
Globeflex Capital
California
$3.39M
CCP
1468
Cunning Capital Partners
North Carolina
$3.38M
WCM
1469
Whitener Capital Management
North Carolina
$3.36M +$205K +362 +7%
PCP
1470
Perbak Capital Partners
United Kingdom
$3.36M +$666K +1,178 +26%
EWM
1471
Elmwood Wealth Management
California
$3.35M -$48.1K -85 -1%
WA
1472
Wealth Architects
California
$3.33M +$3.39K +6 +0.1%
ST
1473
Sentinel Trust
Texas
$3.33M
PPWP
1474
Premier Path Wealth Partners
New Jersey
$3.32M +$182K +322 +6%
PG
1475
Patten Group
Tennessee
$3.32M +$78.6K +139 +3%

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.