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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
CBA
2476
Coastal Bridge Advisors
Connecticut
$667K +$15.3K +27 +2%
TNA
2477
True North Advisors
Texas
$665K +$88.8K +157 +16%
SFA
2478
Source Financial Advisors
New York
$664K -$70.7K -125 -10%
FCAS
2479
First Command Advisory Services
Texas
$663K +$14.7K +26 +2%
GCM
2480
Gables Capital Management
Florida
$661K -$4.53K -8 -0.7%
FCCM
2481
First City Capital Management
Georgia
$661K +$17K +30 +3%
GWAM
2482
Guardian Wealth Advisors (Minnesota)
Minnesota
$661K -$19.8K -35 -3%
BWM
2483
BCS Wealth Management
Tennessee
$659K +$61.1K +108 +11%
EL
2484
EWA LLC
Pennsylvania
$659K +$85.4K +151 +16%
OA
2485
Operose Advisors
Wisconsin
$658K +$42.4K +75 +7%
BFWA
2486
Benchmark Financial Wealth Advisors
Florida
$658K +$224K +396 +54%
IHWM
2487
Iron Horse Wealth Management
Iowa
$657K -$24.3K -43 -4%
THL
2488
Tillman Hartley LLC
Colorado
$655K
CA
2489
Carson Advisory
Georgia
$654K +$43.6K +77 +7%
HCP
2490
Hexagon Capital Partners
Arkansas
$651K -$16.4K -29 -3%
CFFP
2491
Center for Financial Planning
Michigan
$651K +$166K +294 +36%
MWA
2492
Monograph Wealth Advisors
California
$650K
SRC
2493
Sage Rhino Capital
California
$647K -$7.35K -13 -1%
PG
2494
Prostatis Group
Maryland
$646K -$1.08M -1,918 -63%
OPCM
2495
Osborne Partners Capital Management
California
$644K -$4.53K -8 -0.7%
OIC
2496
Orion Investment Company
Missouri
$643K
WPC
2497
Waters Parkerson & Co
Louisiana
$643K
LFG
2498
Lockerman Financial Group
California
$642K +$100K +177 +19%
ACM
2499
Arcataur Capital Management
Wisconsin
$641K -$26.6K -47 -4%
GHA
2500
Granite Harbor Advisors
Texas
$641K +$140K +247 +29%

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.