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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
MC
2626
Matisse Capital
Oregon
$544K
SNBOSD
2627
Security National Bank of So Dak
Iowa
$544K
SOW
2628
State of Wyoming
Wyoming
$543K -$25.5K -45 -5%
LW
2629
Linscomb Wealth
Texas
$543K -$71.3K -126 -12%
AWA
2630
Aletheian Wealth Advisors
Washington
$542K -$926K -1,637 -64%
HWMC
2631
Heritage Wealth Management (California)
California
$541K +$7.92K +14 +2%
EBSAM
2632
Eubel Brady & Suttman Asset Management
Ohio
$541K -$7.35K -13 -1%
KFC
2633
Klingenstein Fields & Co
New York
$541K
VIP
2634
Vista Investment Partners
Oklahoma
$540K -$17K -30 -3%
CCA
2635
Cadent Capital Advisors
Oklahoma
$539K +$521K +922 New
NECFA
2636
New England Capital Financial Advisors
Connecticut
$537K
BC
2637
Barrett & Company
Rhode Island
$537K
CFP
2638
Cascade Financial Partners
California
$535K +$28.3K +50 +6%
EWS
2639
Evergreen Wealth Solutions
Pennsylvania
$535K -$202K -358 -28%
EWA
2640
Etesian Wealth Advisors
Oregon
$534K -$11.9K -21 -2%
MGAM
2641
McGowan Group Asset Management
Texas
$532K +$5.66K +10 +1%
FVWA
2642
Foster Victor Wealth Advisors
South Carolina
$532K -$4.53K -8 -0.9%
CIG
2643
Cascade Investment Group
Colorado
$532K
AWG
2644
Altus Wealth Group
Colorado
$531K +$4.53K +8 +0.9%
VF
2645
VitalStone Financial
Texas
$531K +$474K +838 +1,197%
DA
2646
Drake & Associates
Wisconsin
$530K +$132K +233 +35%
TW
2647
Towerpoint Wealth
California
$529K
BBA
2648
Braun-Bostich & Associates
Pennsylvania
$528K +$65K +115 +15%
SAM
2649
Satovsky Asset Management
New York
$528K +$9.62K +17 +2%
LGG
2650
Luts & Greenleigh Group
Maryland
$526K +$55.4K +98 +12%

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.