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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
AMM
2101
American Money Management
California
$1.22M -$27.1K -48 -2%
SW
2102
SMART Wealth
Nebraska
$1.22M -$93.9K -166 -7%
RFS
2103
Richardson Financial Services
Massachusetts
$1.22M +$3.96K +7 +0.3%
GWSG
2104
GPS Wealth Strategies Group
Colorado
$1.21M -$60.5K -107 -5%
ACP
2105
Aveo Capital Partners
Colorado
$1.21M +$61.1K +108 +6%
ISWM
2106
Independent Solutions Wealth Management
New York
$1.21M +$23.2K +41 +2%
PPP
2107
Private Portfolio Partners
New Jersey
$1.2M +$1.16M +2,057 New
WW
2108
Waterfront Wealth
Kansas
$1.2M +$41.3K +73 +4%
KWA
2109
Kellett Wealth Advisors
Ohio
$1.2M +$107K +190 +10%
NRWA
2110
North Ridge Wealth Advisors
Oregon
$1.2M
FPF
2111
First Pacific Financial
Washington
$1.19M +$20.4K +36 +2%
PAM
2112
Peak Asset Management
Colorado
$1.19M
KA
2113
Kozak & Associates
Colorado
$1.19M +$6.79K +12 +0.6%
CF
2114
Copperwynd Financial
Arizona
$1.18M +$139K +245 +14%
AAG
2115
Armstrong Advisory Group
Massachusetts
$1.18M -$3.96K -7 -0.3%
BFS
2116
Bard Financial Services
Connecticut
$1.18M -$28.3K -50 -2%
AWC
2117
Abundance Wealth Counselors
Pennsylvania
$1.18M
CPWA
2118
Cerro Pacific Wealth Advisors
California
$1.17M
MA
2119
Modus Advisors
Minnesota
$1.17M -$202K -358 -15%
BMO
2120
Beck Mack & Oliver
New York
$1.17M -$54.9K -97 -5%
BSTWA
2121
Blake Schutter Theil Wealth Advisors
Ohio
$1.17M +$1.13M +2,002 New
EP
2122
EPIQ Partners
Minnesota
$1.17M
LK
2123
Lumbard & Kellner
New Hampshire
$1.17M
MFS
2124
Monetta Financial Services
Illinois
$1.17M
DDPIC
2125
Deroy & Devereaux Private Investment Counsel
Michigan
$1.17M

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.