We are live on ! Find out more
UNH icon

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
CWA
2601
Consilio Wealth Advisors
Washington
$569K +$136K +241 +33%
GFG
2602
Goldstone Financial Group
Illinois
$565K +$117K +207 +27%
BFAG
2603
Blackston Financial Advisory Group
Florida
$564K +$235K +416 +76%
CFO
2604
Collective Family Office
Pennsylvania
$560K -$120K -212 -18%
SFC
2605
SYM Financial Corp
Indiana
$559K +$93.3K +165 +21%
EWM
2606
Elite Wealth Management
Washington
$559K +$65K +115 +14%
KOMWMG
2607
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$558K +$2.26K +4 +0.4%
DWS
2608
Discipline Wealth Solutions
South Carolina
$558K +$540K +954 New
GFPC
2609
Global Financial Private Client
Florida
$557K +$91.1K +161 +20%
CVM
2610
Cheviot Value Management
California
$556K -$2.83K -5 -0.5%
PWW
2611
Pettyjohn Wood & White
Virginia
$556K
PTC
2612
Philadelphia Trust Company
Pennsylvania
$556K +$92.2K +163 +21%
BFWM
2613
Bright Futures Wealth Management
New York
$554K -$3.96K -7 -0.7%
FFA
2614
Founders Financial Alliance
North Carolina
$553K +$21.5K +38 +4%
VST
2615
Van Strum & Towne
California
$553K
CFD
2616
Creative Financial Designs
Indiana
$552K +$8.48K +15 +2%
PEA
2617
Park Edge Advisors
Ohio
$552K -$249K -440 -32%
DBRC
2618
D.B. Root & Company
Pennsylvania
$551K -$9.62K -17 -2%
WIM
2619
WealthPlan Investment Management
Nebraska
$550K +$130K +230 +32%
LSA
2620
Lion Street Advisors
Texas
$550K +$8.48K +15 +2%
GG
2621
Greenwood Gearhart
Arkansas
$550K -$10.7K -19 -2%
SAM
2622
Seelaus Asset Management
New Jersey
$548K
AFAS
2623
Acorn Financial Advisory Services
Virginia
$547K +$254K +449 +92%
AHL
2624
Abel Hall LLC
Louisiana
$546K +$46.9K +83 +10%
RWI
2625
Red Wave Investments
Pennsylvania
$544K -$6.22K -11 -1%

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.