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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
VNA
2526
Valley National Advisers
Pennsylvania
$622K -$188K -333 -24%
FFWM
2527
Future Financial Wealth Management
Ohio
$620K
BFA
2528
Benedict Financial Advisors
Georgia
$618K +$1.7K +3 +0.3%
HCA
2529
Horan Capital Advisors
Ohio
$617K
HWA
2530
HHM Wealth Advisors
Tennessee
$617K +$36.2K +64 +6%
DWG
2531
Darden Wealth Group
Michigan
$616K -$566 -1 -0.1%
KB
2532
Kimelman & Baird
New York
$616K
RWP
2533
Ridgecrest Wealth Partners
California
$615K +$97.8K +173 +20%
MPW
2534
Monterey Private Wealth
California
$615K +$1.7K +3 +0.3%
CPC
2535
Congress Park Capital
New York
$614K -$171K -303 -22%
TCM
2536
Traynor Capital Management
Pennsylvania
$613K -$76.4K -135 -11%
DCM
2537
Driehaus Capital Management
Illinois
$613K +$593K +1,049 New
AIM
2538
Avity Investment Management
Connecticut
$613K +$243K +430 +70%
BFS
2539
Burr Financial Services
California
$612K +$42.4K +75 +8%
CSC
2540
Caldwell Sutter Capital
California
$611K -$9.05K -16 -2%
AIM
2541
Alhambra Investment Management
Florida
$610K
KOC
2542
Koss-Olinger Consulting
Florida
$610K +$590K +1,044 New
MWM
2543
MinichMacGregor Wealth Management
New York
$609K -$3.96K -7 -0.7%
TWP
2544
Tower Wealth Partners
Pennsylvania
$606K -$5.66K -10 -1%
UL
2545
Unionview LLC
Washington
$606K +$7.92K +14 +1%
PCM
2546
Perritt Capital Management
Illinois
$606K -$11.9K -21 -2%
MSCM
2547
McElhenny Sheffield Capital Management
Texas
$604K -$518K -915 -47%
HWM
2548
HFR Wealth Management
New York
$602K
BBP
2549
Banco BTG Pactual
Brazil
$602K +$179K +316 +44%
MIFH
2550
Migdal Insurance & Financial Holdings
Israel
$602K -$122K -216 -17%

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.