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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
DS
2551
DRW Securities
Illinois
$602K -$1.07M -1,894 -65%
AFG
2552
Allegheny Financial Group
Pennsylvania
$601K +$3.39K +6 +0.6%
SAM
2553
SignalPoint Asset Management
Missouri
$601K -$23.8K -42 -4%
SF
2554
SWP Financial
California
$600K
TW
2555
Traveka Wealth
California
$599K +$28.3K +50 +5%
HWM
2556
Hemington Wealth Management
Virginia
$599K -$179K -316 -23%
LSC
2557
Lesa Sroufe & Co
Washington
$599K
SRL
2558
Scientech Research LLC
New Jersey
$599K -$611K -1,080 -51%
GPW
2559
Gentry Private Wealth
Kansas
$599K -$2.26K -4 -0.4%
HCM
2560
Howland Capital Management
Massachusetts
$597K -$18.1K -32 -3%
MIM
2561
MTM Investment Management
South Carolina
$597K +$7.35K +13 +1%
BFA
2562
Bill Few Associates
Pennsylvania
$596K +$28.3K +50 +5%
AGWCA
2563
Annis Gardner Whiting Capital Advisors
Florida
$595K -$338K -598 -37%
MAG
2564
M3 Advisory Group
Massachusetts
$592K +$24.9K +44 +5%
RBFC
2565
Roman Butler Fullerton & Co
Missouri
$592K -$52K -92 -8%
LAM
2566
LECAP Asset Management
United Kingdom
$591K -$1.14M -2,014 -67%
VCM
2567
Versant Capital Management
Arizona
$591K +$86.5K +153 +18%
AA
2568
Axiom Advisory
California
$591K -$1.13K -2 -0.2%
FWI
2569
Facet Wealth Inc
Maryland
$590K +$90.5K +160 +18%
FCM
2570
Fogel Capital Management
Florida
$590K
MCA
2571
MSH Capital Advisors
Arizona
$590K -$14.7K -26 -3%
DCM
2572
Dimension Capital Management
Florida
$589K -$35.1K -62 -6%
HCA
2573
Heck Capital Advisors
Wisconsin
$589K -$18.7K -33 -3%
WA
2574
Waddell & Associates
Tennessee
$588K
TIA
2575
Traphagen Investment Advisors
New Jersey
$588K +$3.96K +7 +0.7%

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.