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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
KP
1476
Keel Point
Alabama
$3.31M +$657K +1,161 +26%
CTC
1477
Cetera Trust Company
Minnesota
$3.31M -$96.2K -170 -3%
TCOT
1478
Trust Company of Toledo
Ohio
$3.31M -$11.9K -21 -0.4%
SFG
1479
Snider Financial Group
Washington
$3.3M +$6.22K +11 +0.2%
AIA
1480
AIMZ Investment Advisors
California
$3.29M -$7.92K -14 -0.2%
RCAG
1481
Rehmann Capital Advisory Group
Michigan
$3.29M -$57.7K -102 -2%
DCM
1482
Davidson Capital Management
Texas
$3.27M -$369K -652 -10%
AI
1483
Axecap Investments
Ohio
$3.25M +$3.14M +5,554 New
GS
1484
GTS Securities
New York
$3.25M -$11.8M -20,896 -79%
SFS
1485
Strategic Financial Services
New York
$3.24M -$43K -76 -1%
PCH
1486
PGIM Custom Harvest
New Jersey
$3.23M +$31.1K +55 +1%
VAS
1487
Vestmark Advisory Solutions
Massachusetts
$3.23M +$370K +654 +13%
VCAM
1488
Van Cleef Asset Management
Ohio
$3.22M +$334K +590 +12%
LFA
1489
Legacy Financial Advisors
Kentucky
$3.22M +$109K +193 +4%
KCM
1490
Kathmere Capital Management
Pennsylvania
$3.21M +$411K +726 +15%
PRWA
1491
Platte River Wealth Advisors
Colorado
$3.2M
BWM
1492
BKM Wealth Management
Wisconsin
$3.2M +$290K +512 +10%
BCA
1493
Bay Colony Advisors
Massachusetts
$3.2M +$137K +243 +5%
SP
1494
Stablepoint Partners
Massachusetts
$3.19M +$30.5K +54 +1%
SP
1495
Stonebrook Private
Michigan
$3.19M +$1.63M +2,879 +112%
IC
1496
Inscription Capital
Texas
$3.18M -$166K -294 -5%
UB
1497
Umpqua Bank
Oregon
$3.18M +$16.4K +29 +0.5%
WA
1498
Wealth Alliance
New York
$3.17M -$69K -122 -2%
SSWM
1499
Sheets Smith Wealth Management
North Carolina
$3.15M +$256K +452 +9%
CF
1500
Centaurus Financial
California
$3.15M -$538K -952 -15%

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.