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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
DWM
3051
Destination Wealth Management
California
$295K +$285K +504 New
BAM
3052
Bosun Asset Management
Illinois
$294K +$5.66K +10 +2%
DP
3053
Dearborn Partners
Illinois
$294K +$285K +503 New
NEWAS
3054
N.E.W. Advisory Services
Wisconsin
$293K
BP
3055
BBR Partners
New York
$292K -$109K -193 -28%
NSEDCP
3056
NJ State Employees Deferred Compensation Plan
New Jersey
$292K
SM
3057
Samjo Management
New York
$292K
CWA
3058
CM Wealth Advisors
Ohio
$292K +$19.8K +35 +8%
EWM
3059
EPG Wealth Management
Georgia
$292K +$282K +499 New
WP
3060
WealthPLAN Partners
Nebraska
$292K -$13.6K -24 -5%
BWA
3061
Brave Warrior Advisors
New York
$292K -$62.8K -111 -18%
WCM
3062
Wealthcare Capital Management
Virginia
$292K +$2.83K +5 +1%
RA
3063
Rockingstone Advisors
Massachusetts
$291K +$281K +497 New
OWM
3064
Orgel Wealth Management
Wisconsin
$289K -$10.2K -18 -4%
WC
3065
Weil Company
California
$289K +$280K +495 New
EC
3066
Eaton-Cambridge
Arizona
$289K +$9.05K +16 +3%
JA
3067
JVL Associates
Michigan
$288K +$13.6K +24 +5%
MF
3068
Manchester Financial
California
$287K
NAMNJ
3069
NorthStar Asset Management (New Jersey)
New Jersey
$286K -$15.3K -27 -5%
PIAS
3070
PCA Investment Advisory Services
Ohio
$286K +$44.7K +79 +19%
FPGK
3071
Financial Partners Group (Kansas)
Kansas
$286K -$5.09K -9 -2%
AIA
3072
Accelerate Investment Advisors
California
$285K +$276K +488 New
MLA
3073
MB, Levis & Associates
Pennsylvania
$284K +$566 +1 +0.2%
LWANC
3074
Laurel Wealth Advisors (North Carolina)
North Carolina
$284K +$43.6K +77 +19%
PFM
3075
Phillips Financial Management
Indiana
$284K +$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.