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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
VCM
2826
Verde Capital Management
Michigan
$406K -$62.2K -110 -14%
FWM
2827
Forza Wealth Management
Florida
$403K +$82K +145 +27%
SA
2828
Shilanski & Associates
Alaska
$403K +$4.53K +8 +1%
OCM
2829
Orion Capital Management
California
$403K
AFC
2830
AFT Forsyth & Company
Florida
$402K -$6.22K -11 -2%
4WM
2831
4J Wealth Management
Virginia
$402K
SC
2832
Seldon Capital
California
$402K
EWA
2833
Emergent Wealth Advisors
New York
$400K -$24.3K -43 -6%
SBWIC
2834
Schaper Benz & Wise Investment Counsel
Wisconsin
$400K -$133K -235 -26%
CFA
2835
CWS Financial Advisors
Michigan
$400K
NWA
2836
New World Advisors
Massachusetts
$399K -$20.4K -36 -5%
MAM
2837
Milestone Asset Management
Pennsylvania
$398K -$4.94M -8,742 -93%
SICM
2838
Sustainable Insight Capital Management
New York
$398K -$56.6K -100 -13%
TFM
2839
TFC Financial Management
Massachusetts
$397K +$28.8K +51 +8%
BBI
2840
Baxter Bros Inc
Connecticut
$396K -$226K -400 -37%
SWA
2841
Sax Wealth Advisors
New Jersey
$396K +$127K +225 +50%
IAP
2842
Indie Asset Partners
Indiana
$395K +$566 +1 +0.1%
BTWM
2843
Brass Tax Wealth Management
Ohio
$394K +$381K +674 New
CFA
2844
Capstone Financial Advisors
Illinois
$394K +$4.53K +8 +1%
FAM
2845
Flaharty Asset Management
Florida
$394K
NOI
2846
Newton One Investments
Delaware
$394K +$1.7K +3 +0.4%
WN
2847
Williams & Novak
California
$393K
CST
2848
Charles Schwab Trust
Nevada
$393K -$282K -498 -43%
CCA
2849
Cottonwood Capital Advisors
Utah
$392K -$10.2K -18 -3%
CWG
2850
Crown Wealth Group
North Carolina
$391K -$12.4K -22 -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.