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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
CIP
2076
Convergence Investment Partners
Florida
$1.26M +$62.2K +110 +5%
OC
2077
Opinicus Capital
Florida
$1.26M +$108K +191 +10%
MSFS
2078
Main Street Financial Solutions
Pennsylvania
$1.26M -$1.33M -2,359 -52%
PCM
2079
Pennsylvania Capital Management
Pennsylvania
$1.26M +$13K +23 +1%
AA
2080
Argent Advisors
Louisiana
$1.26M -$3.39K -6 -0.3%
IWM
2081
Iams Wealth Management
Nebraska
$1.26M +$107K +189 +10%
CWC
2082
Carolinas Wealth Consulting
North Carolina
$1.25M -$42.4K -75 -3%
TCWA
2083
Turtle Creek Wealth Advisors
Texas
$1.25M +$146K +258 +14%
SFG
2084
Sovereign Financial Group
Connecticut
$1.25M -$27.1K -48 -2%
1WA
2085
180 Wealth Advisors
Washington
$1.24M -$22.6K -40 -2%
DW30
2086
Drucker Wealth 3.0
New Jersey
$1.24M +$24.3K +43 +2%
SI
2087
Seeds Investor
New York
$1.24M +$388K +686 +48%
WCM
2088
Wallace Capital Management
Texas
$1.24M +$10.7K +19 +0.9%
KA
2089
Kerrisdale Advisers
Florida
$1.24M
ZIG
2090
Zuckerman Investment Group
Illinois
$1.24M +$36.2K +64 +3%
FMP
2091
Financial Management Professionals
Texas
$1.24M +$441K +780 +58%
KWM
2092
Kolinsky Wealth Management
New Jersey
$1.24M -$43.6K -77 -4%
GWCM
2093
Godshalk Welsh Capital Management
Pennsylvania
$1.23M -$127K -225 -10%
THCM
2094
Taylor Hoffman Capital Management
Virginia
$1.23M +$1.24M +2,184 New
CWM
2095
Castle Wealth Management
Florida
$1.23M +$23.2K +41 +2%
CYG
2096
Clean Yield Group
Vermont
$1.23M +$8.48K +15 +0.7%
SMC
2097
Smith, Moore & Co
Missouri
$1.23M -$74.7K -132 -6%
MAM
2098
McLean Asset Management
Virginia
$1.23M +$14.1K +25 +1%
FC
2099
Forte Capital
New York
$1.23M -$179K -316 -13%
PMSA
2100
Patrick M. Sweeney & Associates
Illinois
$1.22M +$54.3K +96 +5%

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.