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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
TWA
2851
Talisman Wealth Advisors
New Jersey
$391K
SAA
2852
Southeast Asset Advisors
Georgia
$391K +$566 +1 +0.1%
ZF
2853
Zhang Financial
Michigan
$390K +$57.7K +102 +18%
ZIMP
2854
Zimmermann Investment Management & Planning
Pennsylvania
$390K -$86.5K -153 -19%
IA
2855
IMZ Advisory
Florida
$390K +$32.2K +57 +9%
D
2856
Dentgroup
Louisiana
$389K -$7.35K -13 -2%
GSEP
2857
Golden State Equity Partners
California
$389K -$1.36M -2,407 -78%
YCG
2858
Yeomans Consulting Group
Georgia
$388K +$2.83K +5 +0.8%
AA
2859
Aufman Associates
Pennsylvania
$387K +$17K +30 +5%
OBGC
2860
O'Brien Greene & Co
Pennsylvania
$387K -$38.5K -68 -9%
SSC
2861
Syverson Strege & Co
Iowa
$387K -$344K -609 -48%
CJ
2862
Caitlin John
Michigan
$387K -$510K -902 -59%
LFP
2863
Lakeshore Financial Planning
Michigan
$386K +$21.5K +38 +6%
DEM
2864
Disciplined Equity Management
Florida
$386K
MAM
2865
Mystic Asset Management
Rhode Island
$386K
TWM
2866
TCFG Wealth Management
California
$385K +$373K +659 New
IFO
2867
Independent Family Office
New York
$385K +$87.7K +155 +31%
WIA
2868
Wetzel Investment Advisors
Indiana
$384K +$87.7K +155 +31%
SIC
2869
SJS Investment Consulting
Ohio
$384K
CFO
2870
Custos Family Office
Texas
$383K +$566 +1 +0.2%
GIP
2871
Greatmark Investment Partners
Georgia
$383K -$5.66K -10 -2%
MWM
2872
Mascoma Wealth Management
New Hampshire
$382K -$29.4K -52 -7%
LC
2873
Landaas & Company
Wisconsin
$382K -$10.2K -18 -3%
EAM
2874
Evanson Asset Management
California
$379K
LIA
2875
LBMC Investment Advisors
Tennessee
$378K

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.