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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
EC
2176
EdgeRock Capital
Colorado
$1.07M +$40.7K +72 +4%
VBFP
2177
Valtinson Bruner Financial Planning
Minnesota
$1.07M -$9.62K -17 -0.9%
CAM
2178
Campion Asset Management
Virginia
$1.07M -$20.9K -37 -2%
Fuller & Thaler Asset Management
2179
Fuller & Thaler Asset Management
California
$1.07M
MPCL
2180
My Personal CFO LLC
Washington
$1.07M -$33.9K -60 -3%
AT
2181
Arlington Trust
Alabama
$1.06M +$6.22K +11 +0.6%
AFT
2182
Alpha Family Trust
California
$1.06M
SC
2183
Soundwatch Capital
Connecticut
$1.06M +$61.7K +109 +6%
RWS
2184
Resolute Wealth Strategies
Mississippi
$1.06M +$566 +1 +0.1%
MCA
2185
Magnolia Capital Advisors
Mississippi
$1.06M +$72.4K +128 +8%
WA
2186
Wealthstream Advisors
New York
$1.06M -$6.79K -12 -0.7%
1W
2187
1776 Wealth
Georgia
$1.05M -$58.8K -104 -5%
QPW
2188
Quantum Private Wealth
Florida
$1.05M
PWP
2189
Precedent Wealth Partners
Texas
$1.05M +$1.01M +1,791 New
FCM
2190
Fourpath Capital Management
Oklahoma
$1.05M -$192K -339 -16%
KJHP
2191
K.J. Harrison & Partners
Ontario, Canada
$1.05M
FFWA
2192
FRG Family Wealth Advisors
Washington
$1.04M
FPCP
2193
Fort Point Capital Partners
California
$1.04M +$104K +183 +11%
BMM
2194
Buffington Mohr McNeal
Idaho
$1.04M -$7.35K -13 -0.7%
FPWM
2195
FSB Premier Wealth Management
Iowa
$1.04M +$57.7K +102 +6%
TWG
2196
The Wealth Group
Minnesota
$1.04M +$38.5K +68 +4%
HWP
2197
Heritage Wealth Partners
Ohio
$1.04M +$568K +1,004 +131%
NRC
2198
New Republic Capital
North Carolina
$1.03M -$118K -208 -11%
BFA
2199
Buttonwood Financial Advisors
Maryland
$1.03M -$50.3K -89 -5%
FOA
2200
Five Oceans Advisors
California
$1.03M +$30.5K +54 +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.