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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
CFIA
3251
Cantor Fitzgerald Investment Advisors
New York
$220K +$213K +376 New
KFA
3252
Kapstone Financial Advisors
Ohio
$220K +$214K +378 New
FCMT
3253
Founders Capital Management (Texas)
Texas
$220K +$6.22K +11 +3%
RWM
3254
Revisor Wealth Management
Ohio
$220K +$213K +376 New
HFS
3255
Howard Financial Services
Texas
$219K +$212K +375 New
CM
3256
Cornerstone Management
Georgia
$219K +$212K +375 New
IMA
3257
Investment Management Associates
Colorado
$219K +$212K +375 New
KA
3258
Kearns & Associates
California
$219K +$212K +375 New
TFO
3259
Tarbox Family Office
California
$219K +$212K +375 New
EWM
3260
Edge Wealth Management
New York
$219K -$222K -393 -51%
NA
3261
Nottingham Advisors
New York
$218K -$11.3K -20 -5%
FCT
3262
First Community Trust
Iowa
$218K -$8.48K -15 -4%
GSC
3263
Ground Swell Capital
South Carolina
$218K +$211K +373 New
KFP
3264
Keener Financial Planning
Texas
$218K
HAC
3265
Harbor Advisory Corp
New Hampshire
$218K +$210K +372 New
BWCS
3266
Beirne Wealth Consulting Services
Connecticut
$217K +$210K +371 New
CPW
3267
Crestmont Private Wealth
Texas
$217K +$210K +371 New
MCM
3268
Morton Capital Management
California
$215K +$208K +368 New
CWM
3269
Cabot Wealth Management
Massachusetts
$215K +$208K +367 New
GHAM
3270
Gilman Hill Asset Management
Connecticut
$215K +$208K +367 New
NJBEST
3271
New Jersey Better Educational Savings Trust
New Jersey
$214K +$207K +366 New
AOWM
3272
Alpha Omega Wealth Management
Virginia
$213K +$206K +365 New
UWM
3273
USAdvisors Wealth Management
Minnesota
$213K +$208K +367 New
AEPWM
3274
Atlantic Edge Private Wealth Management
Florida
$213K +$29.4K +52 +17%
IWN
3275
Independent Wealth Network
Iowa
$212K +$205K +363 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.