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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
OAJ
3376
Ogorek Anthony Joseph
New York
$71K
RI
3377
Ridgewood Investments
New Jersey
$70.5K -$2.26K -4 -3%
PCWA
3378
Pacific Capital Wealth Advisors
California
$68.4K -$38.5K -68 -37%
RWA
3379
Redmont Wealth Advisors
Illinois
$67.2K
LWA
3380
Lowe Wealth Advisors
Maryland
$62.9K
HF
3381
Halpern Financial
Virginia
$62.8K +$3.39K +6 +6%
RFG
3382
REAP Financial Group
Texas
$62.7K +$30K +53 +98%
SC
3383
Solstein Capital
California
$60.8K
HWM
3384
Horizons Wealth Management
North Carolina
$58.7K
SWP
3385
SIMA Wealth Partners
Virginia
$58.5K
UOTTAIMCU
3386
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$58.5K
LIS
3387
Legacy Investment Solutions
Idaho
$57K +$53.2K +94 New
LWMI
3388
Legacy Wealth Management (Idaho)
Idaho
$57K +$53.2K +94 New
FRA
3389
Front Row Advisors
California
$56.1K -$48.1K -85 -47%
BTC
3390
Bank & Trust Company
Illinois
$56.1K -$10.2K -18 -16%
GJIA
3391
Glass Jacobson Investment Advisors
Maryland
$55K
GIS
3392
Grayhawk Investment Strategies
Alberta, Canada
$55K
HWP
3393
Highline Wealth Partners
California
$54.5K +$2.83K +5 +6%
CSC
3394
Cove Street Capital
California
$52.6K +$50.9K +90 New
RWM
3395
Ruedi Wealth Management
Illinois
$51.1K -$6.22K -11 -11%
FF
3396
Friedenthal Financial
New Jersey
$50.9K +$49.2K +87 New
PCA
3397
Providence Capital Advisors
North Carolina
$46.8K
TCG
3398
Transcendent Capital Group
Oklahoma
$46.2K
CMA
3399
Cedar Mountain Advisors
Oregon
$45.1K -$3.39K -6 -7%
EA
3400
Evolution Advisers
Virginia
$45K

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.