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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
CAM
1151
Cypress Asset Management
Texas
$6.14M +$107K +189 +2%
SW
1152
SlateStone Wealth
Florida
$6.14M -$1.43M -2,537 -19%
KWM
1153
Kingsview Wealth Management
Oregon
$6.12M +$235K +416 +4%
BW
1154
Bison Wealth
Georgia
$6.11M +$611K +1,081 +12%
TLP
1155
Trinity Legacy Partners
Texas
$6.08M -$131K -231 -2%
BONH
1156
Bank of New Hampshire
New Hampshire
$6.07M +$1.7K +3 +0%
HI
1157
Horizon Investments
North Carolina
$6.05M +$57.7K +102 +1%
ACG
1158
Allen Capital Group
Nebraska
$6.04M +$165K +291 +3%
CUAMC
1159
China Universal Asset Management Company
China
$6.03M +$1.63M +2,879 +39%
CRI
1160
Commonwealth Retirement Investments
Virginia
$6.02M +$110K +195 +2%
PWS
1161
Peloton Wealth Strategists
Indiana
$6.01M +$2.83K +5 +0%
CAMG
1162
CWA Asset Management Group
Florida
$6.01M +$5.81M +10,275 New
WBWA
1163
William B. Walkup & Associates
South Carolina
$5.99M -$3.39K -6 -0.1%
HEIP
1164
Hudson Edge Investment Partners
New Jersey
$5.95M -$1.26M -2,222 -18%
FL
1165
FreeGulliver LLC
Louisiana
$5.95M +$92.2K +163 +2%
FB
1166
Fulton Bank
Pennsylvania
$5.95M -$1.99M -3,511 -26%
DWM
1167
Diversify Wealth Management
Utah
$5.92M -$1.64M -2,900 -22%
HCMT
1168
Highland Capital Management (Tennessee)
Tennessee
$5.89M -$2.57M -4,546 -31%
ZF
1169
Zega Financial
Florida
$5.88M +$1.24M +2,184 +28%
TCA
1170
Trifecta Capital Advisors
Illinois
$5.88M +$2.26K +4 +0%
CWM
1171
Cordatus Wealth Management
Pennsylvania
$5.87M +$26K +46 +0.5%
FWM
1172
Fairhaven Wealth Management
Illinois
$5.86M +$14.7K +26 +0.3%
PT
1173
Plimoth Trust
Massachusetts
$5.85M +$36.8K +65 +0.7%
VFM
1174
Viking Fund Management
North Dakota
$5.85M
FTIS
1175
First Trust Investment Solutions
Florida
$5.84M -$210K -371 -4%

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.