We are live on ! Find out more
UNH icon

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
SHFP
1326
Second Half Financial Partners
Florida
$4.43M -$2.41M -4,260 -36%
PWP
1327
Principle Wealth Partners
Connecticut
$4.42M -$21.5K -38 -0.5%
CWM
1328
Chemistry Wealth Management
New York
$4.41M +$140K +248 +3%
SFP
1329
Sweet Financial Partners
Minnesota
$4.38M -$122K -216 -3%
FCM
1330
Fairbanks Capital Management
California
$4.37M +$235K +415 +6%
RAM
1331
Roanoke Asset Management
New Jersey
$4.36M +$202K +357 +5%
MOS
1332
MGO One Seven
Ohio
$4.35M -$1.28M -2,261 -23%
LCWP
1333
Legacy Capital Wealth Partners
Arkansas
$4.34M +$1.97M +3,475 +88%
LS
1334
Livforsakringsbolaget Skandia
Sweden
$4.33M -$11.7M -20,670 -74%
SI
1335
Symmetry Investments
Jersey
$4.33M -$2.32M -4,100 -36%
V
1336
ViaWealth
Kansas
$4.31M -$365K -646 -8%
PDL
1337
Portfolio Design Labs
California
$4.31M -$879K -1,554 -17%
BL
1338
BFSG LLC
California
$4.28M -$109K -192 -3%
BG
1339
BDF Gestion
France
$4.27M
OCM
1340
Orleans Capital Management
Louisiana
$4.27M -$50.9K -90 -1%
CAMV
1341
Concord Asset Management (Virginia)
Virginia
$4.27M +$423K +748 +11%
SVWAG
1342
Sound View Wealth Advisors Group
Georgia
$4.27M +$553K +977 +15%
CW
1343
Channel Wealth
California
$4.26M -$757K -1,339 -16%
FBT
1344
First Bankers Trust
Kentucky
$4.26M -$53.7K -95 -1%
WSCM
1345
Wellington Shields Capital Management
New York
$4.23M +$3.39K +6 +0.1%
MLFP
1346
MPS Loria Financial Planners
Illinois
$4.21M +$17K +30 +0.4%
DCM
1347
Delta Capital Management
New Jersey
$4.2M
BB
1348
Bell Bank
North Dakota
$4.2M -$9.62K -17 -0.2%
VBCG
1349
Valley Brook Capital Group
Pennsylvania
$4.18M -$76.4K -135 -2%
Group One Trading
1350
Group One Trading
Illinois
$4.18M -$92.4M -163,447 -96%

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.