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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
MWA
2976
Motive Wealth Advisors
Michigan
$328K
AWM
2977
Accel Wealth Management
Iowa
$328K -$45.2K -80 -12%
WI
2978
Wedgewood Investors
Pennsylvania
$328K -$17K -30 -5%
PFWA
2979
Paces Ferry Wealth Advisors
Georgia
$328K +$13.6K +24 +4%
PGIM
2980
Pacific Global Investment Management
California
$327K
HKIMG
2981
Hutchens & Kramer Investment Management Group
Indiana
$327K -$53.2K -94 -14%
IAIM
2982
International Assets Investment Management
Florida
$327K +$2.99B +5,290,025 +78,814%
LFGO
2983
Legacy Financial Group (Oklahoma)
Oklahoma
$326K +$72.4K +128 +28%
KWS
2984
Keystone Wealth Services
California
$326K +$315K +557 New
SA
2985
Skyline Advisors
Washington
$326K +$26K +46 +9%
BHBT
2986
Burke & Herbert Bank & Trust
Virginia
$325K
AFS
2987
Axiom Financial Strategies
Indiana
$324K +$314K +555 New
GCM
2988
G2 Capital Management
Ohio
$324K +$1.13K +2 +0.4%
AA
2989
Alesco Advisors
New York
$324K +$12.4K +22 +4%
ACM
2990
Avalon Capital Management
California
$324K +$52.6K +93 +20%
BIA
2991
Barry Investment Advisors
Massachusetts
$323K
CF
2992
Convergence Financial
Missouri
$323K +$62.2K +110 +25%
HC
2993
Hamilton Capital
Ohio
$323K +$16.4K +29 +5%
PWA
2994
Provenance Wealth Advisors
Florida
$322K -$7.35K -13 -2%
BSHC
2995
Breed's Hill Capital
Massachusetts
$322K +$14.7K +26 +5%
MWM
2996
Magnolia Wealth Management
Alabama
$322K
MAM
2997
Mainsail Asset Management
Alabama
$322K
LWMT
2998
Legacy Wealth Management (Tennessee)
Tennessee
$322K +$311K +550 New
FCFC
2999
First Citizens Financial Corp
Iowa
$321K +$6.79K +12 +2%
CAM
3000
Clark Asset Management
New Hampshire
$319K +$309K +546 New

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.