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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
SIM
1526
Sentry Investment Management
Wisconsin
$3.02M +$256K +453 +10%
RZH
1527
Relyea Zuckerberg Hanson
Connecticut
$3M -$167K -295 -5%
SQA
1528
Simon Quick Advisors
New Jersey
$3M +$800K +1,415 +38%
MWM
1529
Marion Wealth Management
Pennsylvania
$3M +$92.2K +163 +3%
MG
1530
Mather Group
Illinois
$2.99M -$160K -282 -5%
BSAM
1531
Blue Square Asset Management
New York
$2.99M +$115K +203 +4%
CWM
1532
Circle Wealth Management
New Jersey
$2.98M -$82K -145 -3%
CWI
1533
Conscious Wealth Investments
Florida
$2.98M +$7.92K +14 +0.3%
WI
1534
WrapManager Inc
California
$2.96M -$282K -499 -9%
AIM
1535
AMI Investment Management
Indiana
$2.96M +$56K +99 +2%
HA
1536
Harfst & Associates
Wyoming
$2.95M -$44.1K -78 -2%
WF
1537
Welch & Forbes
Massachusetts
$2.95M +$123K +218 +5%
SLC
1538
Second Line Capital
Louisiana
$2.94M +$135K +239 +5%
LMKC
1539
L.M. Kohn & Company
Ohio
$2.94M +$45.8K +81 +2%
CPBTD
1540
Central Pacific Bank - Trust Division
Hawaii
$2.94M -$1.23M -2,170 -30%
AF
1541
Apexium Financial
Texas
$2.94M -$7.35K -13 -0.3%
MFG
1542
Magnus Financial Group
New York
$2.93M +$102K +180 +4%
AWA
1543
Arete Wealth Advisors
Illinois
$2.92M +$44.7K +79 +2%
CSA
1544
Cottage Street Advisors
Massachusetts
$2.92M -$17.5K -31 -0.6%
RWM
1545
RBA Wealth Management
California
$2.91M -$3.93M -6,957 -58%
TAM
1546
Tealwood Asset Management
Minnesota
$2.9M +$2.81M +4,968 New
MWA
1547
Moser Wealth Advisors
Washington
$2.89M -$67.9K -120 -2%
FMLI
1548
Fukoku Mutual Life Insurance
Japan
$2.88M +$368K +650 +15%
AWM
1549
Ameliora Wealth Management
Switzerland
$2.88M +$15.3K +27 +0.6%
SPFA
1550
Summit Place Financial Advisors
New Jersey
$2.87M +$281K +497 +11%

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.