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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
OL
2001
OneFund LLC
Florida
$1.42M +$2.83K +5 +0.2%
CWA
2002
Cornerstone Wealth Advisors
Minnesota
$1.41M
APW
2003
Austin Private Wealth
Texas
$1.41M +$670K +1,184 +96%
IIA
2004
ICW Investment Advisors
Arizona
$1.41M +$56K +99 +4%
FCA
2005
FinTrust Capital Advisors
South Carolina
$1.41M -$41.3K -73 -3%
RP
2006
Riverwater Partners
Wisconsin
$1.41M -$26.6K -47 -2%
UCB
2007
United Community Bank
South Carolina
$1.41M -$148K -262 -10%
Financial Engines Advisors
2008
Financial Engines Advisors
California
$1.41M -$147K -260 -10%
USWIA
2009
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.41M +$95.6K +169 +8%
WAG
2010
Wallace Advisory Group
California
$1.41M -$15.3K -27 -1%
FAT
2011
First American Trust
California
$1.41M +$292K +516 +27%
ACMA
2012
Arbor Capital Management (Alaska)
Alaska
$1.4M -$67.9K -120 -5%
SHFA
2013
SC&H Financial Advisors
Maryland
$1.4M +$566 +1 +0%
CCA
2014
Catalyst Capital Advisors
New York
$1.4M +$105K +186 +8%
HWMO
2015
Heritage Wealth Management (Ohio)
Ohio
$1.4M
PMFA
2016
Plante Moran Financial Advisors
Michigan
$1.39M -$36.2K -64 -3%
CNB
2017
Camden National Bank
Maine
$1.38M +$7.35K +13 +0.6%
PCA
2018
Prosperity Capital Advisors
Ohio
$1.38M +$135K +238 +11%
MW
2019
MBL Wealth
North Carolina
$1.38M +$4.53K +8 +0.3%
CG
2020
Clarus Group
Texas
$1.38M -$44.7K -79 -3%
ATWA
2021
Arbor Trust Wealth Advisors
Michigan
$1.38M
PW
2022
Paladin Wealth
Minnesota
$1.38M +$1.34M +2,361 New
LCM
2023
LVM Capital Management
Michigan
$1.37M
SOAMC
2024
Spirit of America Management Corp
New York
$1.37M
LIG
2025
Lokken Investment Group
Delaware
$1.37M -$11.3K -20 -0.8%

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.