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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
FM
2751
Family Management
New York
$455K -$16.4K -29 -4%
FDP
2752
Financiere des Professionnels
Quebec, Canada
$455K +$440K +778 New
OWP
2753
ORG Wealth Partners
Texas
$454K +$439K +776 New
PCMC
2754
Private Capital Management (Colorado)
Colorado
$454K -$116K -205 -21%
OWA
2755
Octavia Wealth Advisors
Ohio
$454K -$30.5K -54 -7%
BL
2756
Balentine LLC
Georgia
$453K
CWA
2757
Continuum Wealth Advisors
New York
$451K
GAM
2758
Garrison Asset Management
Arkansas
$451K
IAMOG
2759
Investors Asset Management of Georgia
Georgia
$450K -$5.66K -10 -1%
AP
2760
Atwood & Palmer
Missouri
$447K
LAS
2761
LWM Advisory Services
Florida
$447K +$432K +764 New
CA
2762
CapWealth Advisors
Tennessee
$446K +$130K +229 +43%
BMA
2763
Brooks Moore & Associates
Tennessee
$446K
RLIM
2764
Red Lighthouse Investment Management
New York
$445K
AWCI
2765
Alpine Woods Capital Investors
New York
$444K
ML
2766
McAdam LLC
Pennsylvania
$444K +$87.1K +154 +25%
MSRI
2767
Michael S. Ryan Inc
New York
$444K -$26.6K -47 -6%
BWP
2768
Bernardo Wealth Planning
Pennsylvania
$443K +$2.26K +4 +0.5%
PMG
2769
ProVise Management Group
Florida
$442K -$31.7K -56 -7%
NWM
2770
Northwest Wealth Management
Iowa
$441K
CNTOF
2771
Canandaigua National Trust of Florida
New York
$441K +$426K +754 New
GWM
2772
Gray Wealth Management
Maine
$439K +$6.22K +11 +1%
CA
2773
Cannon Advisors
North Carolina
$439K +$426K +754 New
NPT
2774
Nixon Peabody Trust
Massachusetts
$439K -$283K -500 -40%
TMWM
2775
Taylor & Morgan Wealth Management
Michigan
$438K -$13.6K -24 -3%

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.