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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
WB
2901
West Bancorporation
Iowa
$363K +$8.48K +15 +2%
VCP
2902
Vista Capital Partners
Oregon
$361K -$11.9K -21 -3%
FFA
2903
Frazier Financial Advisors
Ohio
$361K -$14.1K -25 -4%
ACC
2904
Acorn Creek Capital
Colorado
$360K +$87.1K +154 +33%
MCC
2905
Malaga Cove Capital
California
$360K
ASG
2906
Ariston Services Group
California
$358K +$73.5K +130 +27%
EPA
2907
Element Pointe Advisors
Florida
$358K
TIM
2908
Tortoise Investment Management
New York
$357K +$68.4K +121 +25%
VAM
2909
Verity Asset Management
North Carolina
$357K +$1.13K +2 +0.3%
C1AG
2910
Client 1st Advisory Group
Florida
$357K -$58.8K -104 -15%
XWM
2911
Xcel Wealth Management
Florida
$357K
BW
2912
BIP Wealth
Georgia
$357K +$117K +206 +51%
CFG
2913
Carr Financial Group
Massachusetts
$357K +$17.5K +31 +5%
KBFS
2914
Kohmann Bosshard Financial Services
Ohio
$355K +$4.53K +8 +1%
OW
2915
Olistico Wealth
Oklahoma
$355K +$3.96K +7 +1%
MTC
2916
McDaniel Terry & Co
Texas
$355K
LFS
2917
Legacy Financial Strategies
Kansas
$355K +$14.7K +26 +4%
AC
2918
AlphaCore Capital
California
$354K +$76.4K +135 +29%
FA
2919
Fermata Advisors
California
$354K +$41.9K +74 +14%
CCM
2920
Coerente Capital Management
Ontario, Canada
$354K
SGWM
2921
Sterling Group Wealth Management
California
$353K
TPWA
2922
Twin Peaks Wealth Advisors
California
$353K +$64.5K +114 +23%
PW
2923
Peninsula Wealth
California
$353K +$31.7K +56 +10%
WIM
2924
Warwick Investment Management
Texas
$352K +$40.2K +71 +13%
CIA
2925
Compass Ion Advisors
Pennsylvania
$351K +$18.1K +32 +6%

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.