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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
CA
2276
CoreCap Advisors
Michigan
$913K -$2.31M -4,077 -72%
PCM
2277
Pointe Capital Management
Michigan
$913K +$50.3K +89 +6%
IP
2278
Intellectus Partners
California
$913K -$1.1M -1,952 -56%
FFG
2279
Fiduciary Financial Group
California
$912K +$12.4K +22 +1%
LC
2280
Lavaca Capital
Texas
$912K -$395K -698 -31%
GC
2281
Gilbert & Cook
Iowa
$909K +$619K +1,095 +238%
SPW
2282
Sonoma Private Wealth
California
$907K -$25.5K -45 -3%
FTC
2283
Farmers Trust Company
Ohio
$907K -$14.7K -26 -2%
JWM
2284
Jeppson Wealth Management
California
$903K -$24.3K -43 -3%
GLA
2285
Good Life Advisors
Pennsylvania
$903K +$294K +519 +51%
CCFM
2286
Clear Creek Financial Management
Washington
$903K +$64.5K +114 +8%
TF
2287
Tudor Financial
Ohio
$900K +$871K +1,540 New
ACP
2288
Arcus Capital Partners
Georgia
$899K -$69.6K -123 -7%
MSS
2289
Mitchell Sinkler & Starr
Pennsylvania
$899K +$83.7K +148 +11%
SWA
2290
SFMG Wealth Advisors
Texas
$898K +$31.7K +56 +4%
PP
2291
Paloma Partners
Connecticut
$898K +$699K +1,235 +410%
OPWM
2292
Oxinas Partners Wealth Management
Indiana
$895K +$566 +1 +0.1%
QFA
2293
Quantum Financial Advisors
California
$890K
TIA
2294
Tandem Investment Advisors
South Carolina
$889K +$11.9K +21 +1%
RFP
2295
Root Financial Partners
California
$888K +$150K +266 +21%
RIA
2296
Realta Investment Advisors
Delaware
$887K -$2.26M -3,992 -73%
HPM
2297
Hoxton Planning & Management
West Virginia
$884K +$201K +356 +31%
JGIA
2298
Jackson Grant Investment Advisers
Connecticut
$882K +$1.7K +3 +0.2%
JCM
2299
Jacobsen Capital Management
Utah
$881K -$30.5K -54 -3%
APIM
2300
Agate Pass Investment Management
Washington
$879K +$32.8K +58 +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.