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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
EHWM
1551
Eads & Heald Wealth Management
Georgia
$2.87M -$182K -321 -6%
SIA
1552
Schear Investment Advisers
Ohio
$2.86M +$308K +544 +13%
PWM
1553
Palumbo Wealth Management
New York
$2.85M +$60.5K +107 +2%
NSIM
1554
North Star Investment Management
Illinois
$2.84M -$20.4K -36 -0.7%
BIA
1555
Bigelow Investment Advisors
Maine
$2.83M -$67.9K -120 -2%
OPW
1556
Osprey Private Wealth
New York
$2.83M +$2.74M +4,840 New
CAM
1557
Cidel Asset Management
Ontario, Canada
$2.81M +$36.2K +64 +1%
PCM
1558
Parsons Capital Management
Rhode Island
$2.81M +$45.8K +81 +2%
GDP
1559
Great Diamond Partners
Maine
$2.81M -$538K -951 -17%
TW
1560
TrinityPoint Wealth
Connecticut
$2.79M -$39.6K -70 -1%
MWAM
1561
Manhattan West Asset Management
California
$2.78M +$53.7K +95 +2%
DL
1562
DOHJ LLC
Washington
$2.78M -$1.2M -2,128 -31%
HNB
1563
Hilltop National Bank
Wyoming
$2.77M -$5.09K -9 -0.2%
BFA
1564
Brown Financial Advisors
Ohio
$2.77M -$537K -949 -17%
SIG
1565
Sargent Investment Group
Maryland
$2.77M +$490K +867 +22%
MLA
1566
My Legacy Advisors
Oregon
$2.77M -$382K -676 -12%
PCS
1567
Personal CFO Solutions
New Jersey
$2.77M +$12.4K +22 +0.5%
ICP
1568
Interchange Capital Partners
Pennsylvania
$2.76M -$25.5K -45 -0.9%
AIM
1569
Aigen Investment Management
New York
$2.76M +$2.67M +4,725 New
BRG
1570
Bay Rivers Group
Virginia
$2.76M -$1.01M -1,780 -27%
OFS
1571
Orrstown Financial Services
Pennsylvania
$2.76M +$999K +1,767 +60%
BWM
1572
BigSur Wealth Management
Florida
$2.76M
WAAG
1573
Wealth Alliance Advisory Group
Kansas
$2.75M +$72.4K +128 +3%
CB
1574
CNB Bank
Pennsylvania
$2.75M -$283K -501 -10%
OCM
1575
One Capital Management
California
$2.75M +$48.6K +86 +2%

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.