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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
WCG
3126
Weaver Consulting Group
California
$265K -$23.8K -42 -8%
MPW
3127
MGO Private Wealth
California
$265K -$104K -184 -29%
TWM
3128
Triton Wealth Management
Arizona
$264K +$566 +1 +0.2%
IDA
3129
Intelligence Driven Advisers
California
$264K +$256K +452 New
BCMLT
3130
Beacon Capital Management LLC (Tennessee)
Tennessee
$264K +$99K +175 +63%
DWP
3131
Destiny Wealth Partners
Florida
$264K -$9.62K -17 -4%
CTB
3132
Country Trust Bank
Illinois
$264K
RWML
3133
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$264K -$18.1K -32 -7%
RIM
3134
Reliant Investment Management
Tennessee
$263K -$6.26M -11,062 -96%
PWM
3135
Purus Wealth Management
California
$263K
SGAM
3136
Smith Group Asset Management
Texas
$263K
RIP
3137
RAM Investment Partners
Washington
$263K +$13.6K +24 +6%
AF
3138
Apollon Financial
South Carolina
$263K +$254K +449 New
TFGT
3139
TS Financial Group (TSFG)
Illinois
$262K +$35.6K +63 +16%
HH
3140
HWG Holdings
Texas
$262K +$19.8K +35 +8%
EWA
3141
ERTS Wealth Advisors
Michigan
$261K +$1.13K +2 +0.4%
PCFFS
3142
Pacific Center for Financial Services
California
$260K
OSNBOA
3143
Old Second National Bank of Aurora
Illinois
$260K -$2.26K -4 -0.9%
NPI
3144
New Perspectives Inc
Mississippi
$260K +$251K +444 New
PPH
3145
Pure Portfolios Holdings
Oregon
$259K +$251K +444 New
VFPW
3146
Vantage Financial Partners (Wisconsin)
Wisconsin
$258K +$249K +441 New
ACM
3147
Academy Capital Management
Texas
$258K
Verition Fund Management
3148
Verition Fund Management
Connecticut
$257K -$7.64M -13,514 -97%
WA
3149
WBH Advisory
Maryland
$256K
2L
3150
25 LLC
Missouri
$256K +$12.4K +22 +5%

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.