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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
Two Sigma Investments
1801
Two Sigma Investments
New York
$1.93M -$1.73M -3,054 -48%
CPR
1802
CSU Producer Resources
Ohio
$1.93M
ADIM
1803
Alpha DNA Investment Management
Maryland
$1.93M +$647K +1,144 +53%
KHCM
1804
Kirtland Hills Capital Management
Ohio
$1.93M -$74.1K -131 -4%
GIM
1805
Groesbeck Investment Management
New Jersey
$1.93M -$396K -700 -18%
AIA
1806
Alera Investment Advisors
Illinois
$1.92M +$191K +338 +11%
NFA
1807
Northern Financial Advisors
Michigan
$1.92M +$65K +115 +4%
BWM
1808
Buckley Wealth Management
Nevada
$1.92M +$35.6K +63 +2%
KFA
1809
Kelleher Financial Advisors
New York
$1.91M -$8.48K -15 -0.5%
TSMHT
1810
Thurston Springer Miller Herd & Titak
Indiana
$1.91M +$113K +199 +6%
FA
1811
Faithward Advisors
Pennsylvania
$1.9M -$82.6K -146 -4%
GA
1812
GoalVest Advisory
New York
$1.9M +$70.1K +124 +4%
FMWA
1813
Forvis Mazars Wealth Advisors
Missouri
$1.9M +$95K +168 +5%
SEIA
1814
Signature Estate & Investment Advisors
California
$1.89M -$301K -532 -14%
TFIPS
1815
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.89M -$95.6K -169 -5%
OFS
1816
OneAscent Financial Services
Alabama
$1.89M +$5.66K +10 +0.3%
LFA
1817
Laraway Financial Advisors
Minnesota
$1.88M +$566 +1 +0%
GI
1818
GAMCO Investors
Connecticut
$1.88M -$130K -230 -7%
CCWM
1819
Correct Capital Wealth Management
Missouri
$1.88M +$641K +1,133 +54%
CA
1820
Cornerstone Advisory
Maryland
$1.88M -$117K -206 -6%
ACP
1821
Aviance Capital Partners
Florida
$1.87M -$27.7K -49 -2%
KA
1822
KLCM Advisors
Wisconsin
$1.87M -$165K -292 -8%
EFG
1823
Ethos Financial Group
Pennsylvania
$1.86M +$396K +700 +28%
MCI
1824
MRP Capital Investments
Georgia
$1.86M -$74.7K -132 -4%
PBT
1825
Pictet Bank & Trust
Bahamas
$1.85M -$73.5K -130 -4%

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.