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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
1626
Sterling Investment Management
Arizona
$2.56M -$156K -275 -6%
VFA
1627
Voya Financial Advisors
Connecticut
$2.56M -$154K -272 -6%
FNA
1628
First National Advisers
Nebraska
$2.56M -$183K -323 -7%
FBFS
1629
First Business Financial Services
Wisconsin
$2.56M +$71.8K +127 +3%
TWP
1630
Tyche Wealth Partners
Texas
$2.55M +$50.9K +90 +2%
LG
1631
LaFleur & Godfrey
Michigan
$2.55M -$32.2K -57 -1%
MAWA
1632
Moss Adams Wealth Advisors
Washington
$2.53M +$223K +394 +10%
NWM
1633
Northcape Wealth Management
New York
$2.52M +$17.5K +31 +0.7%
AWP
1634
Accretive Wealth Partners
New Jersey
$2.52M -$114K -202 -4%
LCM
1635
Legato Capital Management
California
$2.51M
PWA
1636
Phoenix Wealth Advisors
North Carolina
$2.5M +$2.15M +3,794 +777%
AA
1637
Advisory Alpha
Michigan
$2.5M -$76.4K -135 -3%
TBC
1638
Ted Buchan & Co
California
$2.5M +$478K +845 +25%
CW
1639
CIC Wealth
Maryland
$2.5M -$75.2K -133 -3%
CFG
1640
Cooper Financial Group
California
$2.5M +$872K +1,541 +56%
MFA
1641
Mayflower Financial Advisors
Massachusetts
$2.5M +$36.2K +64 +2%
BOH
1642
Bank of Hawaii
Hawaii
$2.49M +$1.25M +2,213 +108%
FAIM
1643
Financial Advocates Investment Management
Washington
$2.49M -$72.4K -128 -3%
FFA
1644
Fairfield Financial Advisors
Massachusetts
$2.49M -$32.8K -58 -1%
RBC
1645
Romano Brothers & Co
Illinois
$2.48M +$32.8K +58 +1%
HR
1646
Hardy Reed
Mississippi
$2.47M +$5.09K +9 +0.2%
PCM
1647
Palouse Capital Management
Washington
$2.47M -$297K -525 -11%
BFA
1648
Beaumont Financial Advisors
Massachusetts
$2.47M -$80.9K -143 -3%
LBWM
1649
Left Brain Wealth Management
Illinois
$2.47M +$23.8K +42 +1%
EFMC
1650
Empire Financial Management Company
New York
$2.47M +$20.9K +37 +0.9%

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.