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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
CV
1501
Counterweight Ventures
North Carolina
$3.15M +$327K +578 +12%
RCM
1502
RB Capital Management
Nevada
$3.15M +$12.4K +22 +0.4%
BWG
1503
Berry Wealth Group
Texas
$3.14M +$2.3M +4,071 +315%
AIA
1504
Affinity Investment Advisors
California
$3.14M +$133K +236 +5%
MCM
1505
Manchester Capital Management
Vermont
$3.13M +$65.6K +116 +2%
WAP
1506
Wealthcare Advisory Partners
Pennsylvania
$3.13M -$278K -491 -8%
HFM
1507
Hartford Funds Management
Pennsylvania
$3.13M -$64.5K -114 -2%
VSQM
1508
V-Square Quantitative Management
Illinois
$3.13M +$715K +1,264 +31%
MCCP
1509
Mission Creek Capital Partners
California
$3.11M -$59.4K -105 -2%
FAM
1510
Formidable Asset Management
Ohio
$3.11M -$57.1K -101 -2%
CCB
1511
Country Club Bank
Missouri
$3.09M +$146K +258 +5%
RFA
1512
ROI Financial Advisors
Oregon
$3.07M +$36.8K +65 +1%
GCM
1513
Gladius Capital Management
Illinois
$3.06M -$198K -350 -6%
KF
1514
KKM Financial
Illinois
$3.06M +$146K +259 +5%
JSW
1515
Journey Strategic Wealth
New Jersey
$3.06M +$646K +1,142 +28%
RIA
1516
Richwood Investment Advisors
Ohio
$3.06M -$9.62K -17 -0.3%
HIIFS
1517
Harel Insurance Investments & Financial Services
Israel
$3.05M -$5.09K -9 -0.2%
SMA
1518
Sage Mountain Advisors
Georgia
$3.05M +$285K +503 +11%
HAM
1519
Harmony Asset Management
Arizona
$3.04M -$550K -972 -16%
RCIM
1520
Red Cedar Investment Management
Michigan
$3.04M
BFO
1521
Boston Family Office
Massachusetts
$3.04M +$101K +178 +4%
WCA
1522
Waypoint Capital Advisors
Minnesota
$3.03M +$44.1K +78 +2%
CCT
1523
Chemung Canal Trust
New York
$3.03M +$11.9K +21 +0.4%
SGI
1524
Summit Global Investments
Utah
$3.03M -$6.76M -11,945 -70%
PPWP
1525
Proquility Private Wealth Partners
Nevada
$3.02M -$1.16M -2,054 -28%

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.