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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
EBA
2501
Eagle Bay Advisors
New York
$639K -$6.22K -11 -1%
PFA
2502
Pathway Financial Advisors
Vermont
$638K -$135K -239 -18%
CC
2503
Cornerstone Capital
California
$638K +$23.8K +42 +4%
DCM
2504
Davis Capital Management
Florida
$637K +$57.1K +101 +10%
LF
2505
Lantz Financial
Illinois
$637K +$130K +230 +27%
BIA
2506
BHK Investment Advisors
Alabama
$636K +$566 +1 +0.1%
EWM
2507
Executive Wealth Management
Michigan
$636K +$37.9K +67 +7%
RTC
2508
Riverview Trust Company
Washington
$636K -$4.53K -8 -0.7%
BWP
2509
Balboa Wealth Partners
Arizona
$636K -$114K -202 -16%
RRCM
2510
Rappaport Reiches Capital Management
Illinois
$635K +$2.83K +5 +0.5%
FIM
2511
Fernwood Investment Management
Massachusetts
$634K -$7.92K -14 -1%
IIM
2512
Ipswich Investment Management
Massachusetts
$634K
TI
2513
Truepoint Inc
Ohio
$633K +$191K +337 +45%
PHAM
2514
Palisades Hudson Asset Management
Florida
$630K
NL
2515
Navalign LLC
California
$630K -$7.35K -13 -1%
HP
2516
Hyperion Partners
Pennsylvania
$629K -$6.79K -12 -1%
NAS
2517
NWF Advisory Services
California
$628K +$321K +567 +112%
VWM
2518
Valley Wealth Managers
New Jersey
$627K -$70.7K -125 -10%
PPWM
2519
Paragon Private Wealth Management
Kentucky
$625K +$55.4K +98 +10%
SWM
2520
Salvus Wealth Management
New Jersey
$625K +$33.9K +60 +6%
HVP
2521
Hudson Value Partners
Florida
$625K +$46.4K +82 +8%
SP
2522
Successful Portfolios
Florida
$624K -$5.09K -9 -0.8%
HOWA
2523
Heritage Oak Wealth Advisors
Florida
$624K -$244K -432 -29%
NWWA
2524
New Wave Wealth Advisors
Arkansas
$624K +$604K +1,067 New
BFC
2525
Bedel Financial Consulting
Indiana
$623K -$24.3K -43 -4%

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.