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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
GAA
1901
Global Assets Advisory
Florida
$1.65M +$1.6M +2,829 New
MWC
1902
MBM Wealth Consultants
Missouri
$1.64M +$71.3K +126 +5%
CA
1903
Cambridge Advisors
Nebraska
$1.64M
BIM
1904
Baldwin Investment Management
Pennsylvania
$1.64M +$41.9K +74 +3%
PIA
1905
Perennial Investment Advisors
California
$1.63M +$25.5K +45 +2%
CB
1906
Cadence Bank
Mississippi
$1.63M +$26K +46 +2%
SPWG
1907
Syntegra Private Wealth Group
Missouri
$1.63M +$25.5K +45 +2%
SS
1908
Sunbelt Securities
Texas
$1.63M +$13.6K +24 +0.9%
AI
1909
AXS Investments
New York
$1.62M +$26K +46 +2%
CH
1910
Cromwell Holdings
Wyoming
$1.62M
WIM
1911
Westside Investment Management
California
$1.61M -$4.53K -8 -0.3%
KIC
1912
Kensington Investment Counsel
California
$1.61M
S
1913
Sunpointe
Missouri
$1.61M -$5.66K -10 -0.4%
FA
1914
Fiduciary Alliance
South Carolina
$1.6M +$742K +1,312 +92%
IWA
1915
IBEX Wealth Advisors
New Jersey
$1.6M +$12.2M +21,513 +5,247%
Wolverine Trading
1916
Wolverine Trading
Illinois
$1.6M -$3.07M -5,436 -66%
ICM
1917
Islay Capital Management
Texas
$1.6M
IP
1918
Investment Partners
Ohio
$1.59M +$2.83K +5 +0.2%
MWA
1919
Midland Wealth Advisors
Illinois
$1.59M -$35.1K -62 -2%
AMCA
1920
Arthur M. Cohen & Associates
Illinois
$1.59M +$67.9K +120 +5%
SHGA
1921
Sand Hill Global Advisors
California
$1.59M +$175K +309 +13%
MP
1922
McDonald Partners
Ohio
$1.59M -$1.16M -2,053 -43%
RCM
1923
Riverpark Capital Management
New York
$1.59M -$134K -237 -8%
BOS
1924
Bank of Stockton
California
$1.59M -$44.1K -78 -3%
MCWA
1925
Meadow Creek Wealth Advisors
Georgia
$1.59M +$203K +359 +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.