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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
DFCM
2051
Dark Forest Capital Management
Puerto Rico
$1.33M +$868K +1,534 +209%
PNC
2052
Park National Corp
Ohio
$1.33M -$15.8K -28 -1%
HWA
2053
HCR Wealth Advisors
California
$1.32M +$34.5K +61 +3%
KFGK
2054
Keystone Financial Group (Kentucky)
Kentucky
$1.32M +$5.66K +10 +0.4%
JGGDR
2055
JGP Global Gestao de Recursos
Brazil
$1.32M -$78.6K -139 -6%
BBNA
2056
Bremer Bank National Association
Minnesota
$1.32M -$135K -238 -10%
HB
2057
HTLF Bank
Colorado
$1.32M -$48.1K -85 -4%
WAM
2058
Weinberger Asset Management
California
$1.31M +$11.9K +21 +0.9%
RL
2059
Rogco LP
Oklahoma
$1.3M -$60.5K -107 -5%
HT
2060
Headlands Technologies
Illinois
$1.3M +$1.26M +2,222 New
CG
2061
Corundum Group
Colorado
$1.29M -$529K -935 -30%
CFG
2062
Clayton Financial Group
Missouri
$1.29M +$1.25M +2,205 New
CP
2063
Covenant Partners
Tennessee
$1.29M +$15.3K +27 +1%
UWS
2064
Unique Wealth Strategies
Illinois
$1.29M +$122K +215 +11%
HGERS
2065
Householder Group Estate & Retirement Specialist
Arizona
$1.29M -$221K -390 -15%
CIA
2066
Cladis Investment Advisory
Montana
$1.29M -$173K -305 -12%
RWPA
2067
Richard W. Paul & Associates
Michigan
$1.29M +$1.13K +2 +0.1%
PB
2068
Pinnacle Bancorp
Nebraska
$1.28M +$88.8K +157 +8%
PIP
2069
Peachtree Investment Partners
Florida
$1.28M -$62.2K -110 -5%
MWPCG
2070
Measured Wealth Private Client Group
New Hampshire
$1.28M -$177K -313 -12%
TYCC
2071
Texas Yale Capital Corp
Florida
$1.28M +$56.6K +100 +5%
BCP
2072
Berkeley Capital Partners
Georgia
$1.28M +$8.48K +15 +0.7%
KSB
2073
Kennebec Savings Bank
Maine
$1.28M +$1.24M +2,186 New
AAP
2074
Arax Advisory Partners
Colorado
$1.27M +$60.5K +107 +5%
LAIC
2075
Lederer & Associates Investment Counsel
California
$1.27M

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.