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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
DWM
2576
Darwin Wealth Management
Florida
$586K -$2.26K -4 -0.4%
DMBA
2577
Deseret Mutual Benefit Administrators
Utah
$586K +$15.3K +27 +3%
TCM
2578
Tandem Capital Management
New Jersey
$585K -$721K -1,275 -56%
AF
2579
AtlasMark Financial
Texas
$585K +$566K +1,000 New
EWP
2580
Elevation Wealth Partners
California
$584K -$36.8K -65 -6%
WSWA
2581
Warren Street Wealth Advisors
California
$584K -$2.83K -5 -0.5%
FI
2582
Financial Insights
Washington
$583K -$381K -673 -40%
RIG
2583
Renaissance Investment Group
Massachusetts
$582K -$8.48K -15 -1%
SWA
2584
Strata Wealth Advisors
Texas
$582K +$60.5K +107 +12%
CC
2585
Chicago Capital
Illinois
$582K -$112K -198 -17%
VAF
2586
Values Added Financial
District of Columbia
$582K +$19.8K +35 +4%
WEG
2587
World Equity Group
Illinois
$580K +$50.3K +89 +10%
GCA
2588
Genesee Capital Advisors
New York
$579K +$10.2K +18 +2%
NPP
2589
New Potomac Partners
Maryland
$579K
PKC
2590
Palmer Knight Company
Florida
$576K
SCA
2591
Sandy Cove Advisors
Massachusetts
$576K +$19.2K +34 +4%
BGAI
2592
Bruce G. Allen Investments
Colorado
$575K -$6.22K -11 -1%
FI
2593
FWG Investments
Kentucky
$575K +$81.4K +144 +17%
WCM
2594
Washburn Capital Management
Florida
$574K -$52K -92 -9%
IIA
2595
Integral Investment Advisors
California
$573K +$75.2K +133 +16%
AF
2596
Aldebaran Financial
$572K
AWA
2597
Amplius Wealth Advisors
Pennsylvania
$572K +$17.5K +31 +3%
OPA
2598
Old Port Advisors
Maine
$571K +$18.7K +33 +3%
HCM
2599
Hodges Capital Management
Texas
$570K
OCM
2600
Orser Capital Management
Texas
$569K +$19.8K +35 +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.