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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
NG
2951
Northstar Group
New York
$341K
WC
2952
Woodstock Corp
Massachusetts
$341K -$9.62K -17 -3%
MF
2953
Meridian Financial
Massachusetts
$341K
O3W
2954
Omni 360 Wealth
New Jersey
$340K +$20.4K +36 +7%
DA
2955
Dash Acquisitions
California
$340K -$24.3K -43 -7%
CWA
2956
Clarity Wealth Advisors
California
$340K +$36.8K +65 +13%
CJL
2957
Cyrus J. Lawrence
New York
$339K -$19.8K -35 -6%
EA
2958
Echo45 Advisors
California
$339K -$20.4K -36 -6%
MA
2959
MBA Advisors
Pennsylvania
$339K -$3.96K -7 -1%
VFG
2960
V2 Financial group
Illinois
$338K -$14.1K -25 -4%
FWM
2961
Focused Wealth Management
New York
$337K +$28.3K +50 +9%
WI
2962
Wintrust Investments
Illinois
$336K -$2.81M -4,964 -90%
1WM
2963
1858 Wealth Management
Ohio
$336K
CA
2964
CSM Advisors
Pennsylvania
$335K +$51.5K +91 +19%
WWM
2965
Waterway Wealth Management
Texas
$334K +$23.2K +41 +8%
HW
2966
Hamilton Wealth
California
$334K -$146K -259 -31%
RWA
2967
Rooted Wealth Advisors
Illinois
$333K +$323K +571 New
AIM
2968
Aspen Investment Management
Michigan
$332K -$50.9K -90 -14%
LI
2969
LVZ Inc
Michigan
$332K
SFO
2970
Standard Family Office
South Dakota
$332K
SIA
2971
Sage Investment Advisers
New York
$331K +$89.9K +159 +39%
SIC
2972
SFE Investment Counsel
California
$330K
TA
2973
TruWealth Advisors
Louisiana
$330K -$28.8K -51 -8%
ELM
2974
Elite Life Management
Florida
$330K +$7.35K +13 +2%
LAM
2975
Lakewood Asset Management
Illinois
$329K +$566 +1 +0.2%

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.