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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
FWM
3201
Foguth Wealth Management
Michigan
$237K +$231K +408 New
RC
3202
Rareview Capital
Nevada
$237K
REMPR
3203
Roof Eidam Maycock Peralta (REMP)
California
$237K -$42.4K -75 -16%
TFM
3204
Trademark Financial Management
Minnesota
$237K -$9.62K -17 -4%
OKSA
3205
O'Keefe Stevens Advisory
New York
$236K +$2.26K +4 +1%
DTC
3206
Davidson Trust Company
Washington
$236K
GC
3207
GFG Capital
Florida
$236K -$255K -450 -42%
MFS
3208
Mirabella Financial Services
United Kingdom
$235K +$228K +403 New
HIF
3209
Hill Island Financial
Michigan
$234K +$227K +401 New
HCM
3210
Hutner Capital Management
Vermont
$234K -$6.79K -12 -3%
CGFA
3211
Colton Groome Financial Advisors
North Carolina
$234K
ACA
3212
Ascension Capital Advisors
Texas
$234K +$226K +400 New
HG
3213
Harbor Group
New Hampshire
$233K
SF
3214
Safeguard Financial
Wisconsin
$233K +$225K +398 New
AWA
3215
Acorn Wealth Advisors
Michigan
$232K +$566 +1 +0.3%
GRA
3216
Golden Road Advisors
Florida
$232K -$131K -231 -37%
LGW
3217
Leslie Global Wealth
Illinois
$232K +$225K +397 New
VWWMG
3218
Vermillion & White Wealth Management Group
Pennsylvania
$232K -$462K -816 -67%
JTWM
3219
Jackson Thornton Wealth Management
Alabama
$232K
LWM
3220
Lakeridge Wealth Management
Ohio
$232K +$224K +396 New
NAM
3221
NTV Asset Management
West Virginia
$231K
CWM
3222
Campbell Wealth Management
Virginia
$230K +$222K +393 New
TFG
3223
Tilson Financial Group
New Jersey
$230K +$222K +393 New
MFC
3224
Morris Financial Concepts
South Carolina
$229K +$222K +392 New
AWC
3225
Adamsbrown Wealth Consultants
Kansas
$228K +$221K +390 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.