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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
LA
1051
Legacy Advisors
Pennsylvania
$7.29M +$514K +909 +8%
APSI
1052
Asset Planning Services Inc
Louisiana
$7.29M +$84.8K +150 +1%
LCC
1053
Lincoln Capital Corp
Rhode Island
$7.29M +$58.3K +103 +0.8%
SVCP
1054
Silicon Valley Capital Partners
California
$7.29M -$2.23M -3,941 -24%
NFG
1055
Nations Financial Group
Iowa
$7.27M +$594K +1,051 +9%
LSAG
1056
Lake Street Advisors Group
New Hampshire
$7.25M +$127K +225 +2%
JRP
1057
Jasper Ridge Partners
California
$7.24M
GM
1058
GeoWealth Management
Illinois
$7.22M +$681K +1,204 +11%
UIA
1059
Ulland Investment Advisors
Minnesota
$7.21M -$273K -483 -4%
FIB
1060
First Interstate Bank
Montana
$7.19M -$192K -340 -3%
CFSG
1061
Community Financial Services Group
Vermont
$7.19M +$247K +436 +4%
WPC
1062
Wedmont Private Capital
Pennsylvania
$7.17M +$757K +1,339 +12%
BOSSRA
1063
B.O.S.S. Retirement Advisors
Utah
$7.15M +$903K +1,597 +15%
GFS
1064
GYL Financial Synergies
Connecticut
$7.12M -$708K -1,251 -9%
BWS
1065
Buck Wealth Strategies
Colorado
$7.12M -$1.01M -1,789 -13%
USCWA
1066
U.S. Capital Wealth Advisors
Texas
$7.12M -$1.21M -2,134 -15%
IFG
1067
Independent Financial Group
California
$7.1M -$338K -598 -5%
FMB
1068
Field & Main Bank
Kentucky
$7.09M -$143K -252 -2%
CANC
1069
Culbertson A N & Co
Virginia
$7.08M
RWM
1070
Rockline Wealth Management
New York
$7.08M +$243K +430 +4%
WIS
1071
Wright Investors Service
Connecticut
$7.08M -$1.69M -2,986 -20%
WA
1072
Waverly Advisors
Alabama
$7.07M -$262K -464 -4%
JIP
1073
Jaffetilchin Investment Partners
Florida
$7.06M +$278K +491 +4%
NRG
1074
Nemes Rush Group
Michigan
$7.05M -$291K -514 -3%
CWG
1075
Cornerstone Wealth Group
North Carolina
$7.04M +$118K +209 +2%

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.