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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
CAG
1101
Csenge Advisory Group
Florida
$6.73M +$200K +353 +3%
TW
1102
Transform Wealth
Colorado
$6.73M -$7.79M -13,779 -54%
BOC
1103
Barbara Oil Co
Illinois
$6.72M
RWA
1104
River Wealth Advisors
Pennsylvania
$6.71M +$242K +428 +4%
QCG
1105
Quadrant Capital Group
Ohio
$6.71M -$20.9K -37 -0.3%
JWCA
1106
J.W. Cole Advisors
Florida
$6.69M +$1.45M +2,557 +29%
LAM
1107
Lountzis Asset Management
Pennsylvania
$6.69M +$2.83K +5 +0%
FHB
1108
First Hawaiian Bank
Hawaii
$6.69M -$1.54M -2,722 -19%
NF
1109
Nikulski Financial
Iowa
$6.68M +$16.4K +29 +0.3%
CCM
1110
Carderock Capital Management
Maryland
$6.67M +$545K +964 +9%
LAM
1111
Lynch Asset Management
Pennsylvania
$6.67M
MA
1112
Montag & Associates
Georgia
$6.66M +$151K +267 +2%
RWM
1113
Rench Wealth Management
Texas
$6.66M +$365K +645 +6%
JAM
1114
JCIC Asset Management
Ontario, Canada
$6.66M +$82K +145 +1%
KTM
1115
Keeler Thomas Management
Utah
$6.62M -$91.1K -161 -1%
AWA
1116
Arkadios Wealth Advisors
Georgia
$6.62M +$1.21M +2,143 +23%
AWM
1117
Avior Wealth Management
Nebraska
$6.6M +$91.1K +161 +1%
1IA
1118
1834 Investment Advisors
Wisconsin
$6.58M -$1.05M -1,861 -14%
DIM
1119
DLK Investment Management
California
$6.57M -$18.1K -32 -0.3%
MPM
1120
Meritage Portfolio Management
Kansas
$6.57M -$1.99M -3,527 -24%
DLCIG
1121
D.L. Carlson Investment Group
New Hampshire
$6.56M -$87.1K -154 -1%
QI
1122
Qtron Investments
Massachusetts
$6.56M +$551K +975 +10%
CCG
1123
Chatham Capital Group
Georgia
$6.55M +$50.3K +89 +0.8%
AIM
1124
Acropolis Investment Management
Missouri
$6.51M -$41.9K -74 -0.7%
HWAM
1125
Hennion & Walsh Asset Management
New Jersey
$6.5M +$654K +1,156 +12%

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.