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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
PI
1751
Pettee Investors
Connecticut
$2.1M
PFA
1752
Pure Financial Advisors
California
$2.09M -$507K -897 -20%
OWA
1753
One Wealth Advisors
California
$2.09M -$10.7K -19 -0.5%
WKWM
1754
Walter & Keenan Wealth Management
Indiana
$2.09M -$56.6K -100 -3%
SFG
1755
Shum Financial Group
California
$2.08M +$2.08M +3,675 New
RAM
1756
Ramirez Asset Management
New York
$2.08M
JF
1757
JSF Financial
California
$2.08M +$767K +1,356 +62%
PWM
1758
Paulson Wealth Management
Illinois
$2.08M -$28.3K -50 -1%
DWM
1759
Dorchester Wealth Management
Quebec, Canada
$2.07M -$1.2M -2,127 -38%
AO
1760
Advisor OS
Illinois
$2.06M +$157K +278 +9%
HCCM
1761
Hudson Canyon Capital Management
New York
$2.06M
CVA
1762
Central Valley Advisors
California
$2.05M +$26.6K +47 +1%
PA
1763
Prossimo Advisors
California
$2.05M +$37.3K +66 +2%
KAS
1764
KPP Advisory Services
Kentucky
$2.05M +$23.8K +42 +1%
HFA
1765
Harbert Fund Advisors
Alabama
$2.05M +$1.13M +2,000 +133%
APA
1766
Astoria Portfolio Advisors
New York
$2.05M +$40.2K +71 +2%
JWA
1767
JFS Wealth Advisors
Pennsylvania
$2.05M +$1.6M +2,832 +425%
LSV Asset Management
1768
LSV Asset Management
Illinois
$2.05M -$16.7M -29,500 -89%
JJBC
1769
James J. Burns & Company
New York
$2.04M +$7.35K +13 +0.4%
OWA
1770
ORBA Wealth Advisors
Illinois
$2.04M +$20.9K +37 +1%
CCA
1771
Cobblestone Capital Advisors
New York
$2.03M +$18.7K +33 +1%
TCM
1772
Teza Capital Management
Illinois
$2.03M +$1.42M +2,519 +264%
SWA
1773
Stratos Wealth Advisors
Ohio
$2.02M -$20.4K -36 -1%
LWCFA
1774
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.01M +$20.4K +36 +1%
SIA
1775
SeaBridge Investment Advisors
New Jersey
$2.01M +$1.94M +3,435 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.