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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
DWS
3351
Dynamic Wealth Strategies
California
$98K -$2.26K -4 -2%
TPW
3352
Talon Private Wealth
Florida
$97.6K +$94.5K +167 New
EPW
3353
Evergreen Private Wealth
Colorado
$97.1K
CCMI
3354
Creative Capital Management Investments
California
$93.5K
GG
3355
Gleason Group
Kentucky
$93.1K
CPA
3356
Capital Performance Advisors
California
$90.6K +$87.7K +155 New
BHWM
3357
Bay Harbor Wealth Management
Maryland
$90K -$3.96K -7 -4%
W
3358
WealthCollab
Washington
$88.9K
IIL
3359
Insight Inv LLC
California
$88.3K +$85.4K +151 New
PFG
3360
Peterson Financial Group
Iowa
$87.7K +$84.8K +150 New
CWM
3361
Compass Wealth Management
Connecticut
$87.7K -$39K -69 -32%
HC
3362
Hoese & Co
Minnesota
$87.7K
RBC
3363
Roble Belko & Company
Pennsylvania
$85K
PPA
3364
Painted Porch Advisors
California
$84.8K -$81.4K -144 -50%
TCM
3365
TruNorth Capital Management
Michigan
$82.4K +$14.1K +25 +22%
CHA
3366
Carmichael Hill & Associates
Maryland
$79.5K +$17K +30 +28%
RS
3367
Rakuten Securities
Japan
$79.5K -$2.83K -5 -4%
NMG
3368
New Millennium Group
Utah
$78.8K
IWP
3369
IAG Wealth Partners
Wisconsin
$76.6K -$13K -23 -15%
GWMI
3370
Guardian Wealth Management (Illinois)
Illinois
$75.4K
AFS
3371
Annapolis Financial Services
Maryland
$74.7K +$4.53K +8 +7%
JEST
3372
JTC Employer Solutions Trustee
Jersey
$73K
DFA
3373
DHJJ Financial Advisors
Illinois
$73K -$11.3K -20 -14%
TLA
3374
Tanglewood Legacy Advisors
Texas
$71.3K
BAM
3375
Bellevue Asset Management
Washington
$71.3K

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.