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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
GWP
1851
Gen-Wealth Partners
Michigan
$1.79M +$230K +407 +15%
AA
1852
Altman Advisors
Illinois
$1.79M +$1.73M +3,056 New
YC
1853
Yarbrough Capital
Tennessee
$1.78M
MBT
1854
Montecito Bank & Trust
California
$1.78M +$405K +716 +31%
IFWM
1855
Institute for Wealth Management
Colorado
$1.78M -$138K -244 -7%
ACGA
1856
Atlanta Consulting Group Advisors
Georgia
$1.77M +$520K +919 +44%
TFA
1857
Transamerica Financial Advisors
Florida
$1.77M -$3.18M -5,618 -65%
CCA
1858
Childress Capital Advisors
Texas
$1.77M +$338K +597 +25%
BHB
1859
Bank Hapoalim BM
Israel
$1.76M -$452K -800 -21%
IWA
1860
Invera Wealth Advisors
Oregon
$1.76M -$159K -281 -9%
AG
1861
Algert Global
California
$1.76M +$1.71M +3,015 New
III
1862
Independent Investors Inc
New York
$1.76M -$113K -200 -6%
BFG
1863
Beacon Financial Group
Texas
$1.76M +$45.8K +81 +3%
SACTSONJ
1864
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.75M
NRD
1865
Nebula Research & Development
New York
$1.75M -$650K -1,150 -28%
TWM
1866
Tolleson Wealth Management
Texas
$1.75M -$14.1K -25 -0.8%
SIA
1867
SGL Investment Advisors
Montana
$1.75M +$1.67M +2,945 New
IIC
1868
Ironwood Investment Counsel
Arizona
$1.75M -$191K -337 -10%
LJAC
1869
L.J. Altfest & Co
New York
$1.74M -$725K -1,282 -30%
AR
1870
Apeiron RIA
Texas
$1.74M +$112K +198 +7%
BAMG
1871
Brand Asset Management Group
Missouri
$1.74M -$93.9K -166 -5%
LB
1872
Legacy Bridge
Iowa
$1.74M +$3.39K +6 +0.2%
CPIG
1873
Chicago Partners Investment Group
Illinois
$1.73M +$53.2K +94 +3%
PMA
1874
Prudent Man Advisors
Illinois
$1.73M +$372K +658 +29%
KPP
1875
Kings Path Partners
Texas
$1.73M

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.