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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
AC
2201
ASB Consultores
Florida
$1.03M +$270K +478 +37%
AMG
2202
Asset Management Group
Connecticut
$1.03M -$47.5K -84 -5%
PCM
2203
Presidio Capital Management
California
$1.03M +$35.1K +62 +4%
BC
2204
Broadwater Capital
Massachusetts
$1.03M
KLCM
2205
KG&L Capital Management
Louisiana
$1.02M -$704K -1,244 -42%
AWS
2206
Aspen Wealth Strategies
Colorado
$1.02M -$71.3K -126 -7%
SWG
2207
Summit Wealth Group
Vermont
$1.02M -$17K -30 -2%
CC
2208
Cypress Capital
Tennessee
$1.02M -$40.2K -71 -4%
VA
2209
Verdad Advisers
Massachusetts
$1.02M +$205K +362 +26%
TWA
2210
TCI Wealth Advisors
Arizona
$1.02M -$19.2K -34 -2%
EW
2211
Elyxium Wealth
California
$1.02M +$982K +1,737 New
PFG
2212
Prosperity Financial Group
California
$1.01M -$170K -300 -15%
MCM
2213
MV Capital Management
Maryland
$1.01M +$44.7K +79 +5%
DSA
2214
Droms Strauss Advisors
Missouri
$1.01M -$96.2K -170 -9%
TF
2215
Tompkins Financial
New York
$1.01M +$27.7K +49 +3%
AFA
2216
AA Financial Advisors
Ohio
$1.01M +$46.4K +82 +5%
APWA
2217
Atlas Private Wealth Advisors
New Jersey
$1.01M -$18.1K -32 -2%
NB
2218
Northwest Bancshares
Pennsylvania
$1.01M -$270K -477 -22%
FCA
2219
FLC Capital Advisors
California
$1M
PAG
2220
Paladin Advisory Group
Iowa
$1,000K -$14.1K -25 -1%
MWM
2221
Mindset Wealth Management
Indiana
$996K +$963K +1,703 New
JWWM
2222
Johnson & White Wealth Management
Pennsylvania
$991K +$36.8K +65 +4%
HBCM
2223
Heron Bay Capital Management
Michigan
$990K +$40.2K +71 +4%
AA
2224
Aire Advisors
California
$987K -$14.7K -26 -2%
IC
2225
Iconiq Capital
California
$987K +$550K +972 +136%

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.