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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
LAM
3276
Lifestyle Asset Management
Texas
$212K +$205K +362 New
DW
3277
Dodds Wealth
Colorado
$211K +$199K +352 New
SM
3278
Sensible Money
Arizona
$210K +$203K +359 New
FS
3279
Financial Symmetry
North Carolina
$208K +$202K +357 New
MIC
3280
Meridian Investment Counsel
California
$208K +$201K +356 New
VI
3281
VanderPol Investments
Michigan
$208K +$201K +356 New
AA
3282
Acorns Advisers
California
$208K +$201K +356 New
GA
3283
Gateway Advisory
New Jersey
$208K +$201K +355 New
ACM
3284
AUA Capital Management
Pennsylvania
$208K -$22.6K -40 -10%
LRWA
3285
Long Run Wealth Advisors
New York
$208K +$201K +355 New
FWP
3286
Falcon Wealth Planning
California
$207K +$200K +354 New
CPP
3287
Capasso Planning Partners
South Carolina
$206K -$39.6K -70 -17%
TCM
3288
Triumph Capital Management
Colorado
$206K +$200K +353 New
SDJVC
3289
St. Denis J. Villere & Co
Louisiana
$205K +$199K +351 New
WCWM
3290
Wooster Corthell Wealth Management
Connecticut
$205K +$198K +350 New
EAM
3291
Empirical Asset Management
Massachusetts
$204K +$49.2K +87 +0.5%
CICI
3292
Capital Investment Counsel Inc
North Carolina
$204K +$197K +349 New
SC
3293
Saiph Capital
New Jersey
$204K +$197K +349 New
CCP
3294
Clarkston Capital Partners
Michigan
$203K +$197K +348 New
MAG
3295
Mayfair Advisory Group
Alabama
$203K +$195K +344 New
PWP
3296
Perfromance Wealth Partners
Illinois
$201K +$194K +343 New
DCBT
3297
Dakota Community Bank & Trust
North Dakota
$195K
NFA
3298
Northwest Financial Advisors
Virginia
$194K +$188K +332 New
PWMG
3299
Private Wealth Management Group
New Jersey
$194K -$2.83K -5 -1%
PA
3300
PSI Advisors
Florida
$193K -$13.6K -24 -7%

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.