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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
SFG
3176
Synergy Financial Group
California
$246K +$238K +421 New
WWM
3177
Wiser Wealth Management
Georgia
$246K +$238K +421 New
OLA
3178
Oliver Luxxe Assets
New Jersey
$246K -$49.8K -88 -17%
KFS
3179
Kaizen Financial Strategies
California
$245K +$237K +419 New
HDIM
3180
Hanson & Doremus Investment Management
Vermont
$245K -$22.6K -40 -9%
BAWM
3181
Bennett Associates Wealth Management
Pennsylvania
$245K +$11.3K +20 +5%
PAG
3182
Powers Advisory Group
Illinois
$244K +$10.7K +19 +5%
SAM
3183
Summit Asset Management
Tennessee
$244K
DF
3184
Dunhill Financial
United Kingdom
$244K +$36.8K +65 +18%
CFAM
3185
Center For Asset Management
Florida
$244K +$13.6K +24 +6%
TWM
3186
Tanager Wealth Management
United Kingdom
$244K +$236K +417 New
KL
3187
KWMG LLC
Kansas
$243K -$52K -92 -18%
NIM
3188
Northeast Investment Management
Massachusetts
$243K -$67.9K -120 -22%
FFWA
3189
Forthright Family Wealth Advisory
Texas
$242K -$74.1K -131 -23%
BW
3190
Basepoint Wealth
Iowa
$241K +$234K +413 New
IWS
3191
Integrity Wealth Solutions
Colorado
$241K +$8.48K +15 +4%
EWA
3192
Evolution Wealth Advisors
Florida
$241K +$234K +413 New
CP
3193
Capital Planning
Washington
$241K +$233K +412 New
HPIA
3194
Hamilton Point Investment Advisors
North Carolina
$241K
GAM
3195
GEM Asset Management
Michigan
$239K -$13.6K -24 -6%
RC
3196
Rovin Capital
Arizona
$239K +$231K +408 New
FA
3197
Fountainhead AM
New Jersey
$239K -$12.4K -22 -5%
FWMM
3198
Foundation Wealth Management (Missouri)
Missouri
$239K
TCMP
3199
Thrive Capital Management (Pennsylvania)
Pennsylvania
$238K -$6.22K -11 -3%
PFS
3200
Prospect Financial Services
New York
$237K +$230K +406 New

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.