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
EFA
1776
Evernest Financial Advisors
Indiana
$2.01M -$47.5K -84 -2%
PIA
1777
Pinion Investment Advisors
Kansas
$2M +$67.9K +120 +4%
UW
1778
Unique Wealth
Florida
$2M +$110K +194 +6%
OWG
1779
Oxford Wealth Group
Florida
$2M -$1.04M -1,837 -35%
TPW
1780
Transatlantique Private Wealth
New York
$2M +$465K +823 +32%
PFGIA
1781
Patriot Financial Group Insurance Agency
Massachusetts
$2M -$45.8K -81 -2%
NONA
1782
Ninety One North America
New York
$2M +$1.93M +3,415 New
MTC
1783
Matrix Trust Company
Colorado
$1.99M +$32.2K +57 +2%
NFG
1784
Northeast Financial Group
Pennsylvania
$1.99M -$590K -1,043 -23%
CFO
1785
Callan Family Office
Pennsylvania
$1.99M +$545K +963 +40%
CIG
1786
Cullen Investment Group
Louisiana
$1.98M +$33.9K +60 +2%
ZIG
1787
Zullo Investment Group
Pennsylvania
$1.98M +$20.9K +37 +1%
RWB
1788
RMR Wealth Builders
New Jersey
$1.98M -$81.4K -144 -4%
CAGAS
1789
Capital Advisory Group Advisory Services
Minnesota
$1.98M +$665K +1,175 +53%
CC
1790
Commons Capital
Massachusetts
$1.98M -$219K -387 -10%
IAS
1791
Investment Advisory Services
Texas
$1.98M +$117K +207 +7%
PCM
1792
Prelude Capital Management
New York
$1.97M -$1.04M -1,846 -35%
HAIM
1793
Hunter Associates Investment Management
Pennsylvania
$1.97M
D
1794
Diversified
Delaware
$1.96M -$18.1K -32 -0.9%
DE
1795
Diversified Enterprises
Delaware
$1.96M +$1.9M +3,352 New
BIA
1796
Benchmark Investment Advisors
Illinois
$1.96M +$37.9K +67 +2%
AWA
1797
Alta Wealth Advisors
Massachusetts
$1.95M -$14.7K -26 -0.8%
DWM
1798
Defined Wealth Management
Oregon
$1.95M -$566 -1 -0%
SAI
1799
Savvy Advisors Inc
New York
$1.94M +$975K +1,724 +109%
TIA
1800
Trust Investment Advisors
Indiana
$1.94M -$10.7K -19 -0.6%

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.