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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
WH
1726
Willner & Heller
California
$2.17M +$7.35K +13 +0.4%
SIC
1727
Sterling Investment Counsel
New York
$2.17M +$144K +255 +7%
FG
1728
Fiduciary Group
Georgia
$2.16M +$3.39K +6 +0.2%
ZIC
1729
ZWJ Investment Counsel
Georgia
$2.16M +$566 +1 +0%
HCM
1730
HMS Capital Management
Tennessee
$2.16M +$127K +224 +6%
APP
1731
Avantax Planning Partners
Iowa
$2.15M -$1.18M -2,089 -36%
EB
1732
Emprise Bank
Kansas
$2.15M -$85.4K -151 -4%
HIC
1733
Hartline Investment Corp
Illinois
$2.15M
MFG
1734
MidWestOne Financial Group
Iowa
$2.15M -$52K -92 -2%
SCA
1735
Southern Capital Advisors
Tennessee
$2.15M +$1.84M +3,250 +770%
CA
1736
Continuum Advisory
Idaho
$2.15M +$118K +208 +6%
PWS
1737
Peterson Wealth Services
Utah
$2.15M +$1.57M +2,773 +309%
NWAG
1738
Net Worth Advisory Group
Utah
$2.14M +$2.07M +3,663 New
LSA
1739
Leonteq Securities AG
Switzerland
$2.14M -$23.2K -41 -1%
TFP
1740
Tilia Fiduciary Partners
North Carolina
$2.13M +$110K +194 +6%
SSWM
1741
Smith Salley Wealth Management
North Carolina
$2.13M +$505K +892 +32%
SWMG
1742
Signature Wealth Management Group
Georgia
$2.12M +$80.3K +142 +4%
ICM
1743
IMS Capital Management
Oregon
$2.12M +$14.1K +25 +0.7%
TA
1744
Townsend & Associates
Colorado
$2.12M
SFG
1745
SNS Financial Group
Minnesota
$2.12M -$2.56M -4,524 -56%
RW
1746
Rede Wealth
Virginia
$2.12M -$65K -115 -3%
AWM
1747
Accurate Wealth Management
Florida
$2.11M -$1.87M -3,312 -47%
SSA
1748
Schonfeld Strategic Advisors
New York
$2.11M -$3.88M -6,860 -66%
EI
1749
Ellevest Inc
New York
$2.11M +$299K +529 +17%
PWA
1750
Prairie Wealth Advisors
Nebraska
$2.1M +$82.6K +146 +4%

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.