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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
OCM
2726
Objective Capital Management
Ohio
$472K +$456K +807 New
SDAM
2727
Shulman DeMeo Asset Management
New York
$472K +$1.7K +3 +0.4%
CSPAM
2728
Cary Street Partners Asset Management
Virginia
$470K +$20.4K +36 +5%
RW
2729
REDW Wealth
New Mexico
$469K -$43.6K -77 -9%
ECA
2730
Elevated Capital Advisors
Utah
$469K +$453K +801 New
HHRDM
2731
H&H Retirement Design & Management
Nevada
$467K -$4.53K -8 -0.9%
VAMG
2732
Voisard Asset Management Group
Michigan
$467K +$37.9K +67 +9%
SFS
2733
Sharp Financial Services
Pennsylvania
$466K -$18.1K -32 -4%
ITIM
2734
Indiana Trust & Investment Management
Indiana
$465K
RIM
2735
Redwood Investment Management
Arizona
$465K -$1.82M -3,224 -80%
AWM
2736
Atticus Wealth Management
Florida
$464K +$17.5K +31 +4%
TC
2737
Trust Company
Kansas
$464K -$102K -180 -18%
CFS
2738
Commonwealth Financial Services
West Virginia
$464K +$39K +69 +10%
TFF
2739
The Family Firm
Maryland
$464K +$55.4K +98 +14%
CFSG
2740
Clark Financial Services Group
Missouri
$464K +$6.22K +11 +1%
BWA
2741
BlueChip Wealth Advisors
Georgia
$463K +$26K +46 +6%
SCA
2742
STALEY CAPITAL ADVISERS
Pennsylvania
$462K -$84.3K -149 -16%
VCP
2743
Verus Capital Partners
Arizona
$462K -$54.3K -96 -11%
JWM
2744
Jackson Wealth Management
Florida
$461K +$78.6K +139 +21%
BAM
2745
Byrne Asset Management
New Jersey
$460K -$13K -23 -3%
WDA
2746
Wendell David Associates
New Hampshire
$460K
GIM
2747
Grassi Investment Management
California
$459K -$56.6K -100 -11%
GSIS
2748
Global Strategic Investment Solutions
Arizona
$458K +$18.1K +32 +4%
KC
2749
Kinloch Capital
Virginia
$458K +$5.09K +9 +1%
RCG
2750
Regatta Capital Group
California
$457K -$28.3K -50 -6%

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.