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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
GC
3026
Garde Capital
Washington
$308K -$187K -331 -39%
LF
3027
LifeSteps Financial
California
$308K
SL
3028
Sentry LLC
Tennessee
$307K
PCA
3029
Peddock Capital Advisors
Massachusetts
$306K
SWM
3030
SK Wealth Management
Rhode Island
$306K +$340K +601 New
HFRG
3031
Houlihan Financial Resource Group
Virginia
$306K
SFP
3032
Sandbox Financial Partners
Maryland
$303K -$30.5K -54 -9%
RIM
3033
RW Investment Management
Idaho
$301K
SA
3034
Stewardship Advisors
Pennsylvania
$301K +$291K +515 New
NC
3035
NovaPoint Capital
Georgia
$301K
IAG
3036
Investment Advisory Group
Massachusetts
$299K +$16.4K +29 +6%
GWM
3037
GSB Wealth Management
Connecticut
$299K
CWP
3038
Curated Wealth Partners
California
$298K +$32.2K +57 +13%
DWA
3039
Dougherty Wealth Advisers
Minnesota
$298K -$15.8K -28 -5%
HFS
3040
Horizon Financial Services
North Carolina
$298K -$188K -333 -40%
MA
3041
MAS Advisors
Florida
$297K
PBC
3042
Pavion Blue Capital
California
$297K -$5.66K -10 -2%
WCWM
3043
Willow Creek Wealth Management
California
$297K +$9.62K +17 +3%
ES
3044
Eagle Strategies
New York
$297K -$27.7K -49 -9%
CCA
3045
Carrera Capital Advisors
Michigan
$296K -$14.7K -26 -5%
HPA
3046
High Probability Advisors
New York
$296K -$1.7K -3 -0.6%
TFG
3047
Team Financial Group
California
$295K -$23.8K -42 -8%
TFG
3048
Taylor Financial Group
Virginia
$295K
SAMT
3049
Select Asset Management & Trust
Pennsylvania
$295K
WBG
3050
Wharton Business Group
Pennsylvania
$295K

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.