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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
USB
2876
Union Savings Bank
Connecticut
$378K +$11.9K +21 +3%
IAA
2877
Ironsides Asset Advisors
North Carolina
$378K
PWA
2878
Physician Wealth Advisors
Utah
$378K -$17K -30 -4%
TVWM
2879
Tower View Wealth Management
Wisconsin
$377K -$4.93M -8,719 -93%
WDG
2880
Wealth Dimensions Group
Ohio
$376K +$3.39K +6 +0.9%
KLI
2881
Kelman-Lazarov Inc
Tennessee
$375K
NI
2882
NDVR Inc
Massachusetts
$375K -$8.48K -15 -2%
RA
2883
Rise Advisors
New York
$374K -$32.8K -58 -8%
ME
2884
McIlrath & Eck
Washington
$371K +$27.1K +48 +8%
IPWA
2885
International Private Wealth Advisors
California
$371K +$359K +634 New
AWAP
2886
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$370K +$31.1K +55 +10%
AA
2887
AJ Advisors
Tennessee
$370K +$20.9K +37 +6%
WJA
2888
Willis Johnson & Associates
Texas
$370K +$27.1K +48 +8%
FF
2889
Francis Financial
$368K +$23.8K +42 +7%
EWM
2890
Endowment Wealth Management
Wisconsin
$368K -$4.53K -8 -1%
SC
2891
Stephenson & Company
California
$368K
PCS
2892
Private Client Services
Kentucky
$367K +$5.66K +10 +2%
BBW
2893
Blue Barn Wealth
Utah
$367K -$3.39K -6 -0.9%
SWM
2894
Seed Wealth Management
Illinois
$367K
OFS
2895
Oldfather Financial Services
Nebraska
$367K +$8.48K +15 +2%
BA
2896
Bridge Advisory
California
$366K +$7.92K +14 +2%
WAS
2897
Winch Advisory Services
Wisconsin
$365K +$7.92K +14 +2%
SN
2898
Sittner & Nelson
Oregon
$365K
CWA
2899
CJM Wealth Advisers
Virginia
$365K +$19.8K +35 +6%
CA
2900
Crumly & Associates
Illinois
$364K +$1.7K +3 +0.5%

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.