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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
DPW
3326
DiNuzzo Private Wealth
Pennsylvania
$141K +$61.1K +108 +81%
NIMI
3327
Natixis Investment Managers International
France
$139K
A
3328
AlphaQuest
New York
$137K -$890K -1,574 -87%
CH
3329
Canton Hathaway
Rhode Island
$134K
DAM
3330
Delta Asset Management
Tennessee
$133K -$3.96K -7 -3%
MFT
3331
Moisand Fitzgerald Tamayo
Florida
$131K -$16.4K -29 -11%
MIHAS
3332
Maj Invest Holding A/S
Denmark
$130K
RAM
3333
Riggs Asset Management
Pennsylvania
$127K +$566 +1 +0.5%
FG
3334
Fairman Group
Pennsylvania
$127K
MWA
3335
MFA Wealth Advisors
Pennsylvania
$126K -$54.3K -96 -31%
CSWM
3336
Cassady Schiller Wealth Management
Ohio
$122K
TWD
3337
True Wealth Design
Ohio
$121K +$88.8K +157 +314%
VWA
3338
Valued Wealth Advisors
Utah
$121K +$16.4K +29 +16%
WSC
3339
Wellington Shields & Co
New York
$120K -$18.7K -33 -14%
RWM
3340
Reston Wealth Management
Virginia
$119K +$115K +203 New
CFG
3341
CKW Financial Group
Hawaii
$117K
ACA
3342
American Capital Advisory
Idaho
$117K -$566 -1 -0.5%
SGC
3343
Slocum, Gordon & Co
Rhode Island
$117K
BMC
3344
Bear Mountain Capital
Washington
$111K
WAM
3345
WFA Asset Management
Wisconsin
$109K +$566 +1 +0.5%
FCG
3346
Financial Connections Group
California
$107K -$22.6K -40 -18%
AWM
3347
Activest Wealth Management
Florida
$106K
WAG
3348
Wiser Advisor Group
Arizona
$105K
PA
3349
Pineridge Advisors
Missouri
$101K -$11.9K -21 -11%
KWAG
3350
Kiely Wealth Advisory Group
North Carolina
$98.9K

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.