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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
TFA
2926
Teamwork Financial Advisors
Texas
$350K -$24.9K -44 -7%
ABWM
2927
Alpine Bank Wealth Management
Colorado
$350K +$338K +598 New
TFA
2928
Tobias Financial Advisors
Florida
$349K +$6.79K +12 +2%
RFA
2929
Rollins Financial Advisors
New York
$349K +$39.6K +70 +13%
WPW
2930
Warther Private Wealth
Ohio
$348K -$252K -445 -43%
HWA
2931
Heartwood Wealth Advisors
Virginia
$348K -$15.8K -28 -4%
HWM
2932
Howard Wealth Management
Connecticut
$348K -$2.83K -5 -0.8%
VBWMG
2933
Von Berge Wealth Management Group
California
$348K -$43K -76 -12%
OPTFSNA
2934
Old Point Trust & Financial Services N A
Virginia
$348K
C
2935
Covestor
United Kingdom
$347K -$33.9K -60 -9%
MKC
2936
M. Kraus & Co
Vermont
$347K -$29.4K -52 -8%
OCPWS
2937
One Charles Private Wealth Services
Massachusetts
$346K
HIM
2938
Hanlon Investment Management
New Jersey
$346K +$113K +199 +51%
TC
2939
Truvestments Capital
Florida
$346K +$38.5K +68 +13%
PPG
2940
Peak Planning Group
Colorado
$345K -$12.4K -22 -4%
FSA
2941
Fort Sheridan Advisors
Illinois
$345K +$334K +590 New
HHGA
2942
Halbert Hargrove Global Advisors
California
$344K -$32.8K -58 -9%
PA
2943
Promethium Advisors
Maryland
$344K +$333K +588 New
OA
2944
Oxbow Advisors
Texas
$343K +$92.2K +163 +38%
CWM
2945
Concentric Wealth Management
California
$343K -$39.6K -70 -11%
CFP
2946
Curran Financial Partners
South Carolina
$342K +$3.96K +7 +1%
HIM
2947
Hillsdale Investment Management
Ontario, Canada
$341K -$21.5K -38 -6%
PA
2948
Probity Advisors
Texas
$341K -$4.53K -8 -1%
HCMG
2949
Howard Capital Management Group
California
$341K +$330K +584 New
VAG
2950
VisionPoint Advisory Group
Texas
$341K -$5.66K -10 -2%

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.