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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
LA
1876
LVW Advisors
New York
$1.73M +$282K +498 +20%
XF
1877
XML Financial
Maryland
$1.73M -$16.4K -29 -1%
SW
1878
SkyOak Wealth
Michigan
$1.73M -$357K -632 -18%
CWM
1879
Centurion Wealth Management
Virginia
$1.72M +$1.66M +2,939 New
EGA
1880
E&G Advisors
Texas
$1.71M
DWM
1881
Drive Wealth Management
Utah
$1.71M -$653K -1,154 -28%
LCM
1882
Leisure Capital Management
California
$1.71M +$68.4K +121 +4%
WMA
1883
West Michigan Advisors
Michigan
$1.71M +$317K +561 +24%
SFA
1884
Semmax Financial Advisors
North Carolina
$1.71M -$161K -284 -9%
TIA
1885
Tiemann Investment Advisors
California
$1.71M -$33.9K -60 -2%
KC
1886
Kingfisher Capital
North Carolina
$1.71M +$20.4K +36 +1%
VRM
1887
Vectors Research Management
New York
$1.71M -$16.4K -29 -1%
PAMG
1888
Patton Albertson Miller Group
Tennessee
$1.7M -$4.53K -8 -0.3%
MFP
1889
Meridian Financial Partners
Virginia
$1.7M +$30.5K +54 +2%
CM
1890
Caption Management
Oklahoma
$1.7M +$1.64M +2,900 New
WMP
1891
Wealth Management Partners
Arizona
$1.7M -$31.7K -56 -2%
BB
1892
Burford Brothers
Texas
$1.69M +$92.8K +164 +6%
EWA
1893
EverSource Wealth Advisors
Alabama
$1.69M +$150K +265 +10%
ARMT
1894
Amica Retiree Medical Trust
Rhode Island
$1.69M +$1.63M +2,885 New
ACM
1895
Absolute Capital Management
Pennsylvania
$1.68M +$5.66K +10 +0.3%
FW
1896
FullCircle Wealth
Texas
$1.68M -$67.9K -120 -4%
TRIA
1897
Trail Ridge Investment Advisors
Colorado
$1.66M -$39K -69 -2%
OM
1898
OV Management
Minnesota
$1.66M -$3.96K -7 -0.2%
LOIP
1899
Live Oak Investment Partners
Texas
$1.66M
KMWM
1900
Keudell/Morrison Wealth Management
Oregon
$1.65M -$18.7K -33 -1%

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.