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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
BSB
2776
Bangor Savings Bank
Maine
$438K -$19.8K -35 -4%
CAM
2777
Creekmur Asset Management
Illinois
$437K +$25.5K +45 +6%
IF
2778
Insight Folios
North Carolina
$436K -$99.5K -176 -19%
GA
2779
GSG Advisors
New Jersey
$435K +$53.2K +94 +14%
RFA
2780
RTD Financial Advisors
Pennsylvania
$435K +$25.5K +45 +6%
RDFA
2781
Ritter Daniher Financial Advisory
Ohio
$434K
KWM
2782
Kaydan Wealth Management
Michigan
$434K -$17.5K -31 -4%
WW
2783
Westshore Wealth
California
$433K
LSA
2784
Lansing Street Advisors
Pennsylvania
$432K +$13.6K +24 +3%
BF
2785
Brogan Financial
Tennessee
$432K +$14.1K +25 +4%
BRM
2786
Boston Research & Management
Massachusetts
$432K
EW
2787
Element Wealth
Mississippi
$432K -$566 -1 -0.1%
AWM
2788
Ariadne Wealth Management
California
$432K -$48.1K -85 -11%
AIA
2789
Arbor Investment Advisors
North Carolina
$431K
FA
2790
Forefront Analytics
Pennsylvania
$431K -$81.4K -144 -16%
BSSFA
2791
Baron Silver Stevens Financial Advisors
Florida
$430K +$28.3K +50 +7%
BFO
2792
Biltmore Family Office
North Carolina
$430K +$101K +178 +32%
BEAM
2793
Baker Ellis Asset Management
Washington
$429K +$28.3K +50 +7%
IAG
2794
Investmark Advisory Group
Connecticut
$427K +$7.92K +14 +2%
FUBT
2795
First United Bank & Trust
Maryland
$427K -$76.4K -135 -16%
WFAG
2796
Worth Financial Advisory Group
North Carolina
$426K -$4.53K -8 -1%
BWA
2797
BlueSky Wealth Advisors
North Carolina
$426K
MSA
2798
Marino Stram & Associates
Massachusetts
$424K +$4.53K +8 +1%
NERM
2799
New England Research & Management
Illinois
$423K -$2.85M -5,037 -87%
EA
2800
Emerald Advisors
Washington
$422K -$566 -1 -0.1%

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.