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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
TAM
2326
Titleist Asset Management
Texas
$854K +$161K +285 +24%
CM
2327
Columbus Macro
Pennsylvania
$853K -$7.35K -13 -0.9%
CM
2328
Crestline Management
Texas
$852K +$825K +1,458 New
CA
2329
Claris Advisors
Missouri
$850K
GPI
2330
General Partner Inc
Pennsylvania
$845K
LA
2331
Lifeworks Advisors
Michigan
$845K +$144K +255 +21%
CWS
2332
Cypress Wealth Services
California
$845K +$44.7K +79 +6%
TSW
2333
Thompson Siegel & Walmsley
Virginia
$844K +$60.5K +107 +8%
ODFS
2334
O'Donnell Financial Services
California
$840K
TCM
2335
Tang Capital Management
California
$831K +$804K +1,422 New
WFA
2336
Wellspring Financial Advisors
Ohio
$830K +$127K +224 +19%
HBS
2337
Howard Bailey Securities
Indiana
$826K +$799K +1,412 New
CPRC
2338
Consolidated Portfolio Review Corp
New York
$826K +$37.3K +66 +5%
KSWWM
2339
Keyes Stange & Wooten Wealth Management
Florida
$823K +$539K +953 +209%
WAM
2340
Worth Asset Management
Texas
$823K +$428K +757 +116%
WPW
2341
Watershed Private Wealth
Illinois
$822K +$146K +259 +23%
PP
2342
PrairieView Partners
Minnesota
$821K -$104K -184 -12%
PI
2343
Parkside Investments
Illinois
$818K -$1.13M -2,000 -59%
FH
2344
FWG Holdings
Florida
$818K -$21.5K -38 -3%
COCM
2345
Charter Oak Capital Management
New Hampshire
$815K +$174K +308 +28%
WT
2346
Washington Trust
Rhode Island
$815K -$15.3K -27 -2%
LWM
2347
Laidlaw Wealth Management
New York
$810K -$50.3K -89 -6%
WDC
2348
Woodward Diversified Capital
California
$808K +$435K +769 +125%
TAM
2349
Townsend Asset Management
North Carolina
$803K +$1.7K +3 +0.2%
HWP
2350
Hibernia Wealth Partners
Louisiana
$803K +$343K +607 +79%

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.