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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
1SB
2226
1ST Source Bank
Indiana
$986K +$50.9K +90 +6%
CA
2227
Centerpoint Advisors
Massachusetts
$984K
PBK
2228
Peoples Bank (Kansas)
Kansas
$983K +$951K +1,682 New
MS
2229
Maven Securities
Jersey
$982K -$3.71M -6,562 -80%
IA
2230
Inspire Advisors
Idaho
$982K -$96.7K -171 -9%
LA
2231
Latitude Advisors
Florida
$981K +$77.5K +137 +9%
MCCA
2232
Mill Creek Capital Advisors
Pennsylvania
$979K -$174K -308 -16%
DA
2233
Detalus Advisors
Missouri
$978K +$15.8K +28 +2%
EWS
2234
Eagle Wealth Strategies
New Jersey
$978K +$351K +621 +59%
GLLW
2235
Graves Light Lenhart Wealth
Virginia
$978K
LWL
2236
Leo Wealth LLC
Texas
$975K -$187K -331 -17%
CIA
2237
Cape Investment Advisory
Georgia
$972K -$11.9K -21 -1%
LSIA
2238
LaSalle St. Investment Advisors
Illinois
$971K +$83.1K +147 +10%
LIA
2239
LS Investment Advisors
Michigan
$971K -$467K -825 -33%
TCB
2240
Texas Capital Bancshares
Texas
$971K
NWMG
2241
Nicholson Wealth Management Group
South Carolina
$970K +$938K +1,659 New
BAAM
2242
Baker Avenue Asset Management
California
$970K -$27.1K -48 -3%
PWM
2243
Proathlete Wealth Management
Florida
$969K -$3.96K -7 -0.4%
DFG
2244
Delta Financial Group
New Jersey
$965K +$9.62K +17 +1%
GAM
2245
Gould Asset Management
California
$964K -$14.1K -25 -1%
WPA
2246
West Paces Advisors
Georgia
$962K +$1.7K +3 +0.2%
CWP
2247
Core Wealth Partners
California
$962K +$253K +447 +37%
FAFN
2248
First Affirmative Financial Network
Colorado
$960K +$20.9K +37 +2%
VCM
2249
Virtue Capital Management
Tennessee
$957K +$179K +316 +24%
IWP
2250
Invenio Wealth Partners
Florida
$952K +$3.39K +6 +0.4%

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.