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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
AWM
1926
Angeles Wealth Management
California
$1.59M +$59.4K +105 +4%
SCP
1927
Sivia Capital Partners
California
$1.58M +$80.9K +143 +6%
IF
1928
Intrua Financial
Texas
$1.58M -$405K -716 -21%
CIM
1929
CIM Investment Management
Pennsylvania
$1.58M -$58.3K -103 -4%
CCAM
1930
Codex Capital Asset Management
Texas
$1.58M
EFL
1931
ERn Financial LLC
Wisconsin
$1.58M -$35.1K -62 -2%
SWM
1932
Sendero Wealth Management
Texas
$1.57M +$20.9K +37 +1%
TSW
1933
Three Seasons Wealth
Utah
$1.57M +$24.3K +43 +2%
CHP
1934
Cable Hill Partners
Oregon
$1.57M +$276K +488 +22%
NJIM
1935
Nabity-Jensen Investment Management
Nebraska
$1.57M +$69.6K +123 +5%
WBCM
1936
Wilson & Boucher Capital Management
California
$1.57M
CRI
1937
Colonial River Investments
Virginia
$1.57M +$259K +458 +21%
CIM
1938
Caldwell Investment Management
Ontario, Canada
$1.56M
EHC
1939
Everett Harris & Co
California
$1.56M -$18.7K -33 -1%
HBT
1940
Heartland Bank & Trust
Illinois
$1.56M +$58.3K +103 +4%
MWM
1941
Mattern Wealth Management
Kansas
$1.56M -$2.36M -4,179 -61%
FCB
1942
First County Bank
Connecticut
$1.56M +$120K +213 +9%
CA
1943
Calton & Associates
Florida
$1.55M +$1.5M +2,652 New
HFO
1944
Heritage Family Offices
Arizona
$1.55M -$23.8K -42 -2%
SJIM
1945
St. Johns Investment Management
Florida
$1.55M -$234K -413 -14%
GPA
1946
Garrison Point Advisors
California
$1.54M -$2.83K -5 -0.2%
FFA
1947
Florida Financial Advisors
Florida
$1.54M -$439K -776 -21%
GWM
1948
Gibbs Wealth Management
Georgia
$1.54M +$244K +432 +20%
WWP
1949
WR Wealth Planners
Missouri
$1.54M +$20.9K +37 +1%
WLIM
1950
White Lighthouse Investment Management
Massachusetts
$1.54M

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.