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
LODC
2676
Lanham O'Dell & Company
West Virginia
$508K
MWP
2677
Meridian Wealth Partners
Pennsylvania
$508K +$1.7K +3 +0.3%
BHIA
2678
Birch Hill Investment Advisors
Massachusetts
$508K +$77.5K +137 +19%
FTA
2679
Financial & Tax Architects
Missouri
$508K
MSF
2680
Mustard Seed Financial
Arkansas
$506K
SI
2681
Stonekeep Investments
New Mexico
$505K +$3.96K +7 +0.8%
TWP
2682
Tempus Wealth Planning
California
$504K +$44.1K +78 +10%
CHA
2683
Cooper/Haims Advisors
New York
$503K -$6.79K -12 -1%
HWM
2684
Horizon Wealth Management
Illinois
$501K +$566 +1 +0.1%
TC
2685
Trilogy Capital
California
$501K +$28.8K +51 +6%
FCIM
2686
Fairview Capital Investment Management
California
$500K
DWM
2687
Dogwood Wealth Management
Kansas
$499K +$26K +46 +6%
CWMS
2688
Cannon Wealth Management Services
North Carolina
$499K +$483K +854 New
JWS
2689
Juncture Wealth Strategies
Arizona
$499K
BO
2690
Bank OZK
Arkansas
$499K +$10.2K +18 +2%
PPW
2691
Pasadena Private Wealth
California
$497K +$1.7K +3 +0.4%
LWM
2692
Liberty Wealth Management
California
$497K -$2.32M -4,104 -83%
SFS
2693
Security Financial Services
Indiana
$497K +$128K +227 +36%
BWM
2694
Birchcreek Wealth Management
Ohio
$496K -$10.2K -18 -2%
SFG
2695
Seamount Financial Group
Colorado
$495K
WWG
2696
West Wealth Group
California
$494K +$8.48K +15 +2%
BWM
2697
Bulltick Wealth Management
Florida
$494K -$8.98M -15,872 -95%
SHJ
2698
Sharkey, Howes & Javer
Colorado
$493K +$140K +247 +41%
CIG
2699
Cairn Investment Group
Washington
$492K
WCFA
2700
Walkner Condon Financial Advisors
Wisconsin
$492K +$38.5K +68 +9%

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.