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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
FNBSF
2251
First National Bank Sioux Falls
South Dakota
$950K
PG
2252
Proffitt & Goodson
Tennessee
$950K +$60.5K +107 +7%
AFP
2253
Ausdal Financial Partners
Iowa
$949K -$16.4K -29 -2%
CTC
2254
Corundum Trust Company
South Dakota
$948K +$3.39K +6 +0.4%
WPC
2255
White Pine Capital
Minnesota
$947K +$3.39K +6 +0.4%
GF
2256
Gries Financial
Ohio
$947K +$557K +984 +155%
GTAM
2257
Global Trust Asset Management
Florida
$945K -$5.66K -10 -0.6%
CD
2258
Chapin Davis
Maryland
$945K -$48.1K -85 -5%
LSPW
2259
Lake Street Private Wealth
Illinois
$942K -$1.14M -2,012 -56%
FAG
2260
Fortitude Advisory Group
Washington
$942K -$43K -76 -5%
SC
2261
Saturna Capital
Washington
$939K +$14.1K +25 +2%
CTC (Chicago Trading Company)
2262
CTC (Chicago Trading Company)
Illinois
$936K -$10.5M -18,623 -92%
RFO
2263
RiverGlades Family Offices
Florida
$935K -$113K -200 -11%
IIC
2264
Integrated Investment Consultants
Michigan
$934K +$299K +528 +49%
BWA
2265
Bordeaux Wealth Advisors
California
$933K +$191K +338 +27%
MSWM
2266
McGlone Suttner Wealth Management
Wisconsin
$932K +$197K +349 +28%
KCM
2267
KRS Capital Management
Michigan
$929K -$133K -236 -13%
SB
2268
Sunflower Bank
Texas
$928K +$43K +76 +5%
NA
2269
Navellier & Associates
Nevada
$926K +$2.26K +4 +0.3%
FSC
2270
Full Sail Capital
Oklahoma
$923K +$4.53K +8 +0.5%
VP
2271
Verum Partners
North Carolina
$921K +$24.9K +44 +3%
SFG
2272
Sather Financial Group
Texas
$921K +$6.79K +12 +0.8%
RFG
2273
RFP Financial Group
Georgia
$919K +$3.39K +6 +0.4%
CSB
2274
City State Bank
Iowa
$917K -$20.4K -36 -2%
GHA
2275
GW Henssler & Associates
Georgia
$916K +$566 +1 +0.1%

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.