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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
HIS
1651
Horizon Investment Services
Indiana
$2.46M -$14.7K -26 -0.6%
CCA
1652
Criterion Capital Advisors
Tennessee
$2.46M
BFM
1653
Boothbay Fund Management
New York
$2.46M -$8.22M -14,535 -78%
WCM
1654
Weaver Capital Management
Georgia
$2.46M -$137K -242 -5%
NL
1655
NWAM LLC
Washington
$2.45M +$756K +1,336 +47%
SAM
1656
Secure Asset Management
Michigan
$2.45M +$70.1K +124 +3%
RWP
1657
Revolve Wealth Partners
New Jersey
$2.45M +$137K +242 +6%
IA
1658
IFG Advisory
Georgia
$2.45M -$45.2K -80 -2%
OA
1659
Oak Associates
Ohio
$2.44M
CC
1660
Courier Capital
New York
$2.43M +$1.65M +2,912 +233%
FP
1661
Financial Perspectives
Minnesota
$2.43M -$79.2K -140 -3%
FDS
1662
Freedom Day Solutions
Texas
$2.43M -$18.7K -33 -0.8%
AWA
1663
Aaron Wealth Advisors
Illinois
$2.43M +$374K +661 +19%
WFI
1664
West Family Investments
California
$2.42M -$4.86M -8,595 -67%
TSWM
1665
Triangle Securities Wealth Management
North Carolina
$2.41M -$28.8K -51 -1%
9WM
1666
9258 Wealth Management
Ohio
$2.41M -$38.5K -68 -2%
QC
1667
Quent Capital
New York
$2.4M +$57.7K +102 +3%
FFG
1668
Frisch Financial Group
New York
$2.4M -$63.3K -112 -3%
PWMG
1669
Prestige Wealth Management Group
New Jersey
$2.39M -$6.79K -12 -0.3%
OC
1670
Oarsman Capital
Wisconsin
$2.39M +$97.8K +173 +4%
NWM
1671
Napa Wealth Management
California
$2.39M +$2.31M +4,092 New
PTP
1672
Platform Technology Partners
New York
$2.39M -$5.09K -9 -0.2%
MAC
1673
Mason & Associates (California)
California
$2.39M -$12.4K -22 -0.5%
LKIM
1674
Lawson Kroeker Investment Management
Nebraska
$2.39M -$19.8K -35 -0.9%
VIM
1675
Vista Investment Management
Pennsylvania
$2.38M -$39K -69 -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.