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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
FNWA
3576
Financial Network Wealth Advisors
Utah
-$209K -409 Closed
TCOO
3577
Trust Company of Oklahoma
Oklahoma
-$200K -393 Closed
MS
3578
Mizuho Securities
Japan
-$173K -340 Closed
RFA
3579
Register Financial Advisors
Georgia
-$150K -295 Closed
UFF
3580
USA Financial Formulas
Michigan
-$129K -254 Closed
SA
3581
Scarborough Advisors
Maryland
-$118K -231 Closed
CB
3582
Chris Bulman
California
-$82K -161 Closed
KFS
3583
Kelly Financial Services
Massachusetts
-$67.8K -133 Closed
RWMG
3584
Redwood Wealth Management Group
New Jersey
-$60.6K -119 Closed
KHC
3585
Koesten Hirschmann & Crabtree
Kansas
-$49.5K -100 Closed
IRC
3586
Investors Research Corp
Georgia
-$45.3K -89 Closed
FW
3587
Fairway Wealth
Ohio
-$43.3K -85 Closed
QL
3588
Quarry LP
New York
-$33.1K -65 Closed
DWA
3589
Delos Wealth Advisors
Texas
-$30.6K -60 Closed
MIM
3590
Macroview Investment Management
Maryland
-$27.5K -54 Closed
CCC
3591
Chelsea Counsel Company
California
-$25.5K -50 Closed
EFP
3592
EnRich Financial Partners
Wisconsin
-$19.4K -38 Closed
SWM
3593
Spire Wealth Management
Virginia
-$12 -24 Closed
MSG
3594
Main Street Group
Virginia
-$10.4K -21 Closed
DMIC
3595
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$8.66K -17 Closed
EC
3596
Elequin Capital
New York
-$4.58K -9 Closed
AFWM
3597
Abich Financial Wealth Management
Virginia
-$3.06K -6 Closed
TJHA
3598
Thomas J. Herzfeld Advisors
Florida
-$1.53K -3 Closed

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.