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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
NL
1676
NVWM LLC
Pennsylvania
$2.38M -$15.8K -28 -0.7%
FIM
1677
FWL Investment Management
Texas
$2.37M +$2.18M +3,846 +1,814%
HCM
1678
Highview Capital Management
Illinois
$2.37M +$67.9K +120 +3%
RGF
1679
Retirement Guys Formula
Ohio
$2.37M -$23.8K -42 -1%
HA
1680
Herold Advisors
New York
$2.37M -$62.8K -111 -3%
EIG
1681
Ellenbecker Investment Group
Wisconsin
$2.37M -$141K -249 -6%
OL
1682
Optas LLC
Texas
$2.36M +$20.9K +37 +0.9%
VF
1683
Vista Finance
Missouri
$2.35M -$96.2K -170 -4%
MPAM
1684
Murphy Pohlad Asset Management
Minnesota
$2.34M -$1.19M -2,099 -34%
IAS
1685
IMA Advisory Services
Colorado
$2.34M -$26.6K -47 -1%
AF
1686
Ally Financial
Michigan
$2.34M -$10.2M -18,000 -82%
CCG
1687
Catalina Capital Group
California
$2.32M +$336K +594 +18%
FNT
1688
First Nebraska Trust
Nebraska
$2.32M
SI
1689
Scharf Investments
California
$2.31M +$36.8K +65 +2%
CFCI
1690
Comprehensive Financial Consultants Institutional
Indiana
$2.3M -$29.4K -52 -1%
MWM
1691
MGB Wealth Management
Texas
$2.3M -$566 -1 -0%
SCI
1692
Stableford Capital II
Arizona
$2.29M -$180K -318 -8%
DIP
1693
DT Investment Partners
Pennsylvania
$2.29M +$80.9K +143 +4%
CNFG
1694
Creegan & Nassoura Financial Group
New Hampshire
$2.28M -$73.5K -130 -3%
SP
1695
SWS Partners
Ohio
$2.28M -$188K -333 -8%
WWS
1696
Wellington Wealth Strategies
Indiana
$2.27M +$2.27M +4,019 New
CAG
1697
Crestwood Advisors Group
Massachusetts
$2.27M +$470K +831 +27%
GA
1698
Geller Advisors
New York
$2.26M -$600K -1,061 -22%
MAG
1699
MRA Advisory Group
New Jersey
$2.26M -$228K -403 -9%
BWM
1700
Brophy Wealth Management
New Hampshire
$2.25M +$2.18M +3,855 New

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.