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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
CPA
1576
Court Place Advisors
Maryland
$2.74M -$39.6K -70 -1%
JFA
1577
JNBA Financial Advisors
Minnesota
$2.74M +$11.3K +20 +0.4%
CFA
1578
Cahill Financial Advisors
Minnesota
$2.73M +$153K +270 +6%
SC
1579
Sierra Capital
Florida
$2.73M +$348K +616 +15%
CWM
1580
Chesapeake Wealth Management
Virginia
$2.72M -$78.1K -138 -3%
HIC
1581
Harvey Investment Company
Kentucky
$2.72M
WA
1582
WP Advisors
California
$2.71M -$144K -255 -5%
EFG
1583
Everhart Financial Group
Ohio
$2.71M +$426K +754 +19%
MW
1584
Marcum Wealth
Ohio
$2.7M -$146K -259 -5%
FCG
1585
Fielder Capital Group
Tennessee
$2.7M +$10.2K +18 +0.4%
PA
1586
Paralel Advisors
Colorado
$2.7M
AW
1587
Alaethes Wealth
Nevada
$2.7M -$92.2K -163 -3%
MIC
1588
Means Investment Company
Maine
$2.69M -$16.4K -29 -0.6%
QWM
1589
Quadcap Wealth Management
Texas
$2.68M -$439K -776 -14%
GCP
1590
GSA Capital Partners
United Kingdom
$2.68M -$1.04M -1,836 -29%
PR
1591
Payden & Rygel
California
$2.68M
AFS
1592
Aft Forsyth & Sober
Florida
$2.67M
RCM
1593
Radnor Capital Management
Pennsylvania
$2.67M +$110K +195 +4%
BWG
1594
Boomfish Wealth Group
Georgia
$2.67M -$123K -217 -5%
CMAI
1595
Capital Management Associates Inc
Minnesota
$2.66M +$256K +452 +11%
GMFG
1596
Greater Midwest Financial Group
Minnesota
$2.66M +$20.4K +36 +0.8%
HFM
1597
Hartford Financial Management
Connecticut
$2.65M -$365K -645 -12%
OWA
1598
Opal Wealth Advisors
New York
$2.65M +$402K +710 +19%
FI
1599
Finivi Inc
Massachusetts
$2.65M -$193K -341 -7%
ACL
1600
Applied Capital LLC
Florida
$2.64M -$57.1K -101 -2%

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.