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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
EFI
2651
EHP Funds Inc
Canada
$526K +$509K +900 New
CG
2652
Cynosure Group
Utah
$525K -$794K -1,404 -61%
LT
2653
Legacy Trust
Michigan
$523K +$33.4K +59 +7%
OFW
2654
Omnia Family Wealth
Florida
$523K +$63.3K +112 +14%
BWM
2655
BlackDiamond Wealth Management
New York
$522K +$68.4K +121 +17%
SPI
2656
Sutton Place Investors
New York
$522K +$49.2K +87 +11%
ADMI
2657
Albert D. Mason Inc
Massachusetts
$521K +$2.83K +5 +0.6%
TF
2658
Trek Financial
Arizona
$520K -$196K -346 -28%
OAS
2659
Optivise Advisory Services
Tennessee
$520K -$2.26K -4 -0.4%
FFA
2660
Fi3 Financial Advisors
Indiana
$520K +$66.2K +117 +15%
SFCL
2661
Strengthening Families & Communities LLC
Massachusetts
$520K -$162K -287 -24%
WGC
2662
Watts Gwilliam & Co
Arizona
$518K +$504K +891 New
HFP
2663
Holistic Financial Partners
Indiana
$518K -$78.1K -138 -13%
CAM
2664
Columbia Asset Management
Michigan
$518K +$43K +76 +9%
CIS
2665
Custom Index Systems
New York
$517K +$272K +481 +119%
ML
2666
Mayport LLC
Massachusetts
$517K -$14.1K -25 -3%
WPWM
2667
Western Pacific Wealth Management
Illinois
$516K -$15.3K -27 -3%
CCC
2668
Chesapeake Capital Corp
Florida
$516K +$499K +883 New
WWC
2669
Waypoint Wealth Counsel
Georgia
$516K +$78.6K +139 +19%
LIA
2670
Lynx Investment Advisory
District of Columbia
$514K +$33.4K +59 +7%
MHR
2671
Matthew Hamilton Rosenberg
$514K +$17.5K +31 +4%
RWA
2672
Redhawk Wealth Advisors
Minnesota
$511K -$112K -198 -18%
PSIWM
2673
Paradigm Strategies in Wealth Management
Minnesota
$509K +$95.6K +169 +24%
T
2674
Tidemark
California
$508K +$566 +1 +0.1%
CB
2675
Centennial Bank
Arkansas
$508K

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.