We are live on ! Find out more
UNH icon

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
MFG
1701
Menard Financial Group
Texas
$2.25M +$5.09K +9 +0.2%
TNBTD
1702
Trustmark National Bank Trust Department
Mississippi
$2.25M +$1.03M +1,816 +90%
CCS
1703
Concentric Capital Strategies
Connecticut
$2.25M +$623K +1,101 +40%
SB
1704
Strategic Blueprint
Georgia
$2.25M -$89.4K -158 -4%
AIMA
1705
Ables Iannone Moore & Associates
Georgia
$2.23M +$2.83K +5 +0.1%
AIM
1706
AHL Investment Management
Florida
$2.23M -$99K -175 -4%
KFI
1707
Key Financial Inc
Pennsylvania
$2.23M +$6.22K +11 +0.3%
QWP
1708
Quotient Wealth Partners
Texas
$2.23M +$155K +274 +8%
FFO
1709
Fiduciary Family Office
Florida
$2.23M +$448K +792 +26%
CIAS
1710
Capital Investment Advisory Services
North Carolina
$2.22M +$30K +53 +1%
DFA
1711
Delta Financial Advisors
Louisiana
$2.21M +$88.8K +157 +4%
SSA
1712
Sierra Summit Advisors
Nevada
$2.21M +$265K +469 +14%
LTAS
1713
Linden Thomas Advisory Services
North Carolina
$2.21M +$291K +514 +16%
UAML
1714
US Asset Management LLC
Pennsylvania
$2.21M -$15.8K -28 -0.8%
SFO
1715
Stokes Family Office
Louisiana
$2.2M -$36.8K -65 -2%
CAC
1716
Certified Advisory Corp
Florida
$2.2M -$75.2K -133 -3%
MWS
1717
Maxwell Wealth Strategies
California
$2.2M +$455K +804 +26%
FWA
1718
FSM Wealth Advisors
Ohio
$2.19M +$184K +326 +10%
JCM
1719
Jacobi Capital Management
Pennsylvania
$2.19M +$106K +187 +5%
MCC
1720
Money Concepts Capital
Florida
$2.19M +$133K +235 +7%
GB
1721
Goepper Burkhardt
South Carolina
$2.19M
DCM
1722
Decatur Capital Management
Georgia
$2.19M -$1.89M -3,340 -47%
IA
1723
IAM Advisory
Pennsylvania
$2.18M +$24.9K +44 +1%
MAM
1724
MWA Asset Management
Massachusetts
$2.17M +$39K +69 +2%
BWM
1725
BCGM Wealth Management
Indiana
$2.17M +$56.6K +100 +3%

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.