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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
LI
2151
LRI Investments
Florida
$1.11M +$9.56M +16,910 +1,026%
BCM
2152
BluePath Capital Management
Georgia
$1.11M +$113K +200 +12%
PCMC
2153
Planning Capital Management Corporation
Pennsylvania
$1.11M +$373K +660 +53%
MFWP
2154
Mosaic Family Wealth Partners
Missouri
$1.11M +$32.8K +58 +3%
IWA
2155
IVC Wealth Advisors
Pennsylvania
$1.1M -$10.2K -18 -0.9%
APC
2156
Aspire Private Capital
North Carolina
$1.1M +$17K +30 +2%
PWM
2157
PBMares Wealth Management
Virginia
$1.1M -$4.53K -8 -0.4%
SMA
2158
Seven Mile Advisory
New Jersey
$1.1M +$85.4K +151 +9%
SPL
2159
Smart Portfolios LLC
Washington
$1.1M
GCL
2160
Gouws Capital LLC
North Carolina
$1.1M
KWM
2161
KFG Wealth Management
Indiana
$1.1M +$428K +756 +68%
OP
2162
ORG Partners
Indiana
$1.09M -$353K -624 -25%
OHWP
2163
Oak Harbor Wealth Partners
North Carolina
$1.09M +$72.4K +128 +7%
TCWM
2164
Total Clarity Wealth Management
Illinois
$1.09M
FSA
2165
Franklin Street Advisors
North Carolina
$1.09M -$77.5K -137 -7%
AAIM
2166
Asset Advisors Investment Management
Georgia
$1.09M -$20.9K -37 -2%
LCM
2167
LRT Capital Management
Texas
$1.09M +$1.05M +1,863 New
AFG
2168
ABLE Financial Group
Arizona
$1.09M -$2.83K -5 -0.3%
ILI
2169
Invesco LLC (Illinois)
Illinois
$1.09M +$136K +240 +15%
NCFG
2170
New Century Financial Group
New Jersey
$1.09M +$369K +652 +54%
KFG
2171
Kingdom Financial Group
Arizona
$1.08M +$3.39K +6 +0.3%
DAM
2172
Diamant Asset Management
Connecticut
$1.08M -$22.6K -40 -2%
CA
2173
CWC Advisors
Oregon
$1.08M +$1.04M +1,843 New
CAL
2174
Capital Advisors Ltd
Ohio
$1.07M +$11.9K +21 +1%
VWMG
2175
Virginia Wealth Management Group
Virginia
$1.07M +$566 +1 +0.1%

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.