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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
SWM
1601
SilverOak Wealth Management
Minnesota
$2.64M -$7.35K -13 -0.3%
LA
1602
LM Advisors
California
$2.62M -$235K -415 -8%
RA
1603
RFG Advisory
Alabama
$2.62M -$228K -403 -8%
AL
1604
Aspiriant LLC
California
$2.62M +$98.4K +174 +4%
NCGI
1605
Next Century Growth Investors
Minnesota
$2.62M -$200K -354 -7%
CFP
1606
Catalyst Financial Partners
Massachusetts
$2.61M +$78.6K +139 +3%
CNBT
1607
Canandaigua National Bank & Trust
New York
$2.61M -$111K -197 -4%
OC
1608
Oakworth Capital
Alabama
$2.61M +$267K +472 +12%
TWM
1609
Trueblood Wealth Management
Ohio
$2.6M -$22.1K -39 -0.9%
CP
1610
Canopy Partners
Ohio
$2.6M +$45.8K +81 +2%
OIS
1611
Okabena Investment Services
Minnesota
$2.6M -$725K -1,281 -22%
MIA
1612
MeadowBrook Investment Advisors
Michigan
$2.6M -$264K -467 -10%
PP
1613
PDS Planning
Ohio
$2.59M -$219K -388 -8%
PPC
1614
Park Place Capital
Alabama
$2.59M +$100K +177 +4%
CWA
1615
Consilium Wealth Advisory
Texas
$2.59M +$262K +464 +12%
WE
1616
Wealth Effects
Massachusetts
$2.59M -$566 -1 -0%
FIM
1617
Freedom Investment Management
Connecticut
$2.58M -$391K -691 -14%
OAM
1618
Oak Asset Management
California
$2.58M -$113K -200 -4%
TPI
1619
Trust Point Inc
Wisconsin
$2.58M +$110K +194 +5%
PF
1620
Prosperitas Financial
California
$2.57M +$193K +341 +8%
AWM
1621
Aries Wealth Management
Maine
$2.57M +$255K +451 +11%
CWP
1622
CFM Wealth Partners
Texas
$2.57M +$564K +997 +29%
CASB
1623
Cape Ann Savings Bank
Massachusetts
$2.57M -$70.7K -125 -3%
GJWM
1624
Gilliland Jeter Wealth Management
Arkansas
$2.57M -$9.05K -16 -0.4%
MFG
1625
Monte Financial Group
Connecticut
$2.57M -$273K -483 -10%

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.