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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
FCFC
2126
First Commonwealth Financial Corp
Pennsylvania
$1.16M +$13K +23 +1%
CPC
2127
Consolidated Planning Corp
Georgia
$1.16M -$105K -185 -9%
CMS
2128
Capital Market Strategies
Florida
$1.16M -$2.26K -4 -0.2%
SFG
2129
Sunburst Financial Group
Alabama
$1.16M +$20.9K +37 +2%
PP
2130
Patron Partners
Texas
$1.16M -$13.6K -24 -1%
PIM
2131
Profit Investment Management
Maryland
$1.15M
ABTD
2132
Arvest Bank Trust Division
Oklahoma
$1.15M +$1.12M +1,973 New
UAG
2133
United Advisor Group
Ohio
$1.15M +$426K +754 +62%
CWM
2134
Cornerstone Wealth Management
Missouri
$1.15M
CF
2135
Clarity Financial
Texas
$1.15M -$219K -388 -17%
WA
2136
WealthTrust Axiom
Pennsylvania
$1.15M
CCMIC
2137
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1.14M -$16.1M -28,551 -94%
CCM
2138
Chickasaw Capital Management
Tennessee
$1.14M
BWP
2139
Baldwin Wealth Partners
Massachusetts
$1.14M +$204K +361 +23%
WCM
2140
WealthBridge Capital Management
Ohio
$1.14M +$326K +576 +42%
RCM
2141
Raleigh Capital Management
North Carolina
$1.13M +$436K +771 +66%
SIS
2142
Sound Income Strategies
Florida
$1.13M +$16.4K +29 +2%
FCMC
2143
Founders Capital Management (Connecticut)
Connecticut
$1.13M
FFC
2144
First Financial Corp
Indiana
$1.13M -$15.8K -28 -1%
6F
2145
626 Financial
Michigan
$1.13M -$95K -168 -8%
CCG
2146
Ceeto Capital Group
Florida
$1.13M -$1.13M -2,000 -51%
TWM
2147
Thrive Wealth Management
Pennsylvania
$1.12M +$44.1K +78 +4%
BWM
2148
Baron Wealth Management
Michigan
$1.12M +$264K +467 +32%
DFA
2149
Davies Financial Advisors
California
$1.12M -$26K -46 -2%
WB
2150
Webster Bank
Connecticut
$1.12M +$100K +177 +10%

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.