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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
3151
Muirfield Wealth Advisors
North Carolina
$256K +$247K +437 New
SFC
3152
Strategic Financial Concepts
Texas
$256K -$131M -231,582 -100%
RFP
3153
Roth Financial Partners
Texas
$254K
WWM
3154
Wolff Wiese Magana
California
$254K +$34.5K +61 +16%
W
3155
Wealthquest
Ohio
$254K -$4.53K -8 -2%
SWM
3156
Shakespeare Wealth Management
Wisconsin
$254K +$17K +30 +7%
FCA
3157
Fortis Capital Advisors
Kansas
$254K +$10.7K +19 +5%
FFL
3158
Financial Freedom LLC
Ohio
$254K +$566 +1 +0.2%
WFA
3159
Wade Financial Advisory
California
$253K -$5.09K -9 -2%
CCA
3160
Cora Capital Advisors
New Jersey
$253K
BBA
3161
BLB&B Advisors
Pennsylvania
$253K +$8.48K +15 +4%
QP
3162
Quartz Partners
New York
$253K +$244K +432 New
KPWG
3163
KFA Private Wealth Group
Virginia
$251K +$243K +430 New
HIS
3164
Harvest Investment Services
Illinois
$251K +$243K +429 New
PWM
3165
Power Wealth Management
Georgia
$250K +$242K +428 New
TWM
3166
TriaGen Wealth Management
California
$250K
JC
3167
Jacobs & Co
California
$250K +$243K +429 New
PWLP
3168
Prio Wealth Limited Partnership
Massachusetts
$249K +$241K +426 New
Betterment LLC
3169
Betterment LLC
New York
$248K +$240K +425 New
TFA
3170
TPG Financial Advisors
Oregon
$248K +$4.53K +8 +2%
FA
3171
Financial Avengers
California
$248K +$5.66K +10 +2%
ARG
3172
Advisory Resource Group
Oklahoma
$247K
TFCP
3173
Twin Focus Capital Partners
Massachusetts
$247K -$127K -225 -35%
ICA
3174
Infrastructure Capital Advisors
New York
$246K -$361K -639 -60%
PIFP
3175
Partners in Financial Planning
Virginia
$246K

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.