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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
SW
1951
SteelPeak Wealth
California
$1.53M -$1.9M -3,356 -56%
EWM
1952
Evergreen Wealth Management
Michigan
$1.53M +$326K +577 +28%
ACA
1953
Atlas Capital Advisors
Wyoming
$1.52M
ACM
1954
Allred Capital Management
Texas
$1.52M +$57.1K +101 +4%
AT
1955
Avalon Trust
New Mexico
$1.52M -$317K -561 -18%
TF
1956
TLWM Financial
Texas
$1.52M -$48.6K -86 -3%
AA
1957
Alta Advisers
United Kingdom
$1.52M
CRWM
1958
Castle Rock Wealth Management
California
$1.52M -$202K -358 -12%
PWP
1959
Phillips Wealth Planners
Mississippi
$1.51M +$67.9K +120 +5%
RCA
1960
Resonant Capital Advisors
Wisconsin
$1.51M +$204K +361 +16%
TCOTS
1961
Trust Company of the South
North Carolina
$1.51M +$270K +478 +23%
IFS
1962
Ifrah Financial Services
Arkansas
$1.51M -$39.6K -70 -3%
WCF
1963
West Coast Financial
California
$1.51M -$11.4M -20,234 -89%
MIM
1964
Moseley Investment Management
Florida
$1.51M +$76.9K +136 +6%
ESB
1965
Essex Savings Bank
Connecticut
$1.51M -$4.53K -8 -0.3%
GWM
1966
Gitterman Wealth Management
New Jersey
$1.51M
EFSCE
1967
Enterprise Financial Services Corp (EFSC)
Missouri
$1.51M -$46.4K -82 -3%
DWAM
1968
Duncan Williams Asset Management
Tennessee
$1.5M +$299K +528 +26%
CG
1969
CFO4Life Group
Texas
$1.5M +$45.2K +80 +3%
BHC
1970
Bowen Hanes & Co
Florida
$1.5M
PSP
1971
Principal Street Partners
Tennessee
$1.5M +$782K +1,382 +90%
MA
1972
MCF Advisors
Kentucky
$1.5M -$13K -23 -0.9%
ATC
1973
Adirondack Trust Company
New York
$1.49M -$9.62K -17 -0.7%
FFBTD
1974
First Financial Bank - Trust Division
Ohio
$1.49M +$9.05K +16 +0.6%
FC
1975
Fairscale Capital
New Hampshire
$1.49M -$33.9K -60 -2%

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.