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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
JSL
2026
JT Stratford LLC
Georgia
$1.37M -$137K -243 -9%
SAM
2027
Sompo Asset Management
Japan
$1.36M +$28.3K +50 +2%
WGCA
2028
Wolf Group Capital Advisors
Virginia
$1.36M +$1.27M +2,247 +383%
BOPW
2029
Brandywine Oak Private Wealth
Pennsylvania
$1.36M +$11.9K +21 +0.9%
FSA
2030
Financial Security Advisor
Virginia
$1.36M +$245K +433 +23%
IIM
2031
InTrack Investment Management
Vermont
$1.36M +$2.83K +5 +0.2%
CFO
2032
CVA Family Office
Colorado
$1.36M +$56K +99 +4%
DCM
2033
DGS Capital Management
New Jersey
$1.36M +$5.09K +9 +0.4%
T
2034
TOBAM
France
$1.36M +$243K +429 +23%
G
2035
GenTrust
Florida
$1.36M +$389K +688 +42%
CIC
2036
Crawford Investment Counsel
Georgia
$1.35M -$33.4K -59 -2%
CC
2037
Callan Capital
California
$1.35M -$395K -699 -23%
UCI
2038
Uncommon Cents Investing
Wisconsin
$1.35M
SOS
2039
Silver Oak Securities
Tennessee
$1.35M +$254K +449 +24%
AC
2040
AXQ Capital
New Jersey
$1.35M +$574K +1,014 +78%
CPA
2041
Cardiff Park Advisors
California
$1.35M -$27.7K -49 -2%
SWP
2042
Semus Wealth Partners
Florida
$1.35M +$55.4K +98 +4%
SI
2043
Saxon Interests
Texas
$1.35M +$83.7K +148 +7%
KA
2044
Klingman & Associates
New York
$1.35M +$778K +1,375 +148%
MCM
2045
Monument Capital Management
Virginia
$1.35M +$248K +438 +24%
BA
2046
Bluesphere Advisors
Pennsylvania
$1.34M -$11.3K -20 -0.9%
CBT
2047
CoreFirst Bank & Trust
Kansas
$1.34M -$22.6K -40 -2%
LL
2048
LWMG LLC
Minnesota
$1.34M +$434K +768 +51%
C
2049
Certuity
Florida
$1.33M -$60.5K -107 -4%
CPC
2050
Cookson Peirce & Co
Pennsylvania
$1.33M +$36.2K +64 +3%

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.