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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
AWM
2301
AllSquare Wealth Management
New York
$878K
FMTCOCP
2302
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$878K +$516K +913 +155%
IIM
2303
Intact Investment Management
Quebec, Canada
$877K -$1.12M -1,980 -57%
VV
2304
Verity & Verity
South Carolina
$876K +$87.1K +154 +11%
SFI
2305
SPC Financial Inc
Maryland
$876K +$593K +1,049 +234%
SC
2306
Summa Corp
Texas
$875K +$140K +247 +20%
SCG
2307
Sonata Capital Group
Washington
$875K
SC
2308
Steph & Co
Wisconsin
$875K +$13.6K +24 +2%
PAM
2309
Paradigm Asset Management
New York
$874K
FG
2310
Foster Group
Iowa
$874K -$1.15M -2,036 -58%
MAM
2311
Marotta Asset Management
Virginia
$872K -$3.96K -7 -0.5%
KIG
2312
Kowal Investment Group
Wisconsin
$870K +$180K +319 +27%
OBWG
2313
Onyx Bridge Wealth Group
New York
$869K -$14.1K -25 -2%
I
2314
INVST
Indiana
$868K -$14.1K -25 -2%
PC
2315
Permanens Capital
New York
$868K +$839K +1,484 New
HFM
2316
Harvest Fund Management
China
$866K -$755K -1,334 -47%
SIM
2317
SSI Investment Management
California
$865K -$566 -1 -0.1%
SFB
2318
STAR Financial Bank
Indiana
$864K -$239K -423 -22%
SWP
2319
Summit Wealth Partners
Florida
$862K
BFG
2320
Bouchey Financial Group
New York
$862K +$21.5K +38 +3%
KCM
2321
Kanawha Capital Management
Virginia
$859K +$1.13K +2 +0.1%
CG
2322
Clifford Group
Massachusetts
$859K -$6.79K -12 -0.8%
AIC
2323
Argus Investors Counsel
New York
$856K -$49.8K -88 -6%
GL
2324
Gerber LLC
Ohio
$855K
CC
2325
Copperleaf Capital
North Carolina
$855K -$7.35K -13 -0.9%

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.