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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
FDCP
3101
Foster Dykema Cabot & Partners
Massachusetts
$274K +$240K +424 +942%
PCMF
3102
Private Capital Management (Florida)
Florida
$274K
HL
3103
HeadInvest LLC
Maine
$273K -$2.83K -5 -1%
SWM
3104
Scissortail Wealth Management
Oklahoma
$272K -$235K -415 -99%
CFG
3105
Cosner Financial Group
Colorado
$272K +$566 +1 +0.2%
BFP
3106
Briaud Financial Planning
Texas
$272K
RPCONE
3107
Retirement Planning Company of New England
Rhode Island
$271K +$8.48K +15 +3%
MSR
3108
Main Street Research
Connecticut
$271K +$262K +463 New
IPW
3109
Invictus Private Wealth
Colorado
$271K -$32.8K -58 -11%
PWM
3110
Provident Wealth Management
Tennessee
$271K +$33.9K +60 +15%
CIAS
3111
CBIZ Investment Advisory Services
Ohio
$271K +$15.8K +28 +6%
CI
3112
Carroll Investors
South Carolina
$270K -$2.83K -5 -1%
GPW
3113
Gray Private Wealth
Massachusetts
$270K -$5.09K -9 -2%
LC
3114
LCNB Corp
Ohio
$270K -$5.66K -10 -2%
ESBC
3115
E.S. Barr & Co
Kentucky
$270K +$17.5K +31 +7%
WOSD
3116
WFA of San Diego
California
$270K -$5.66K -10 -2%
MWA
3117
MN Wealth Advisors
Kansas
$269K -$47.5K -84 -15%
PFC
3118
Phocas Financial Corp
California
$269K
CANY
3119
Caxton Associates (New York)
New York
$269K +$260K +460 New
LRIA
3120
Leonard Rickey Investment Advisors
Washington
$269K +$260K +459 New
FFO
3121
Fortitude Family Office
Arizona
$268K +$87.7K +155 +51%
MWM
3122
Massachusetts Wealth Management
Massachusetts
$267K
RA
3123
Ransom Advisory
Rhode Island
$267K
EF
3124
Exeter Financial
Arizona
$266K -$7.92K -14 -3%
AWM
3125
Aberdeen Wealth Management
Illinois
$266K -$385K -680 -60%

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.