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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
WWM
2351
Whalen Wealth Management
Nevada
$802K
RFA
2352
Resurgent Financial Advisors
Georgia
$802K -$18.7K -33 -2%
WCM
2353
Washington Capital Management
Washington
$801K
HCP
2354
Holt Capital Partners
Texas
$800K +$2.26K +4 +0.3%
EA
2355
Ellsworth Advisors
Ohio
$799K +$78.6K +139 +11%
ASBI
2356
American State Bank (Iowa)
Iowa
$798K -$5.66K -10 -0.7%
SFS
2357
Summit Financial Strategies
Ohio
$798K -$21.5K -38 -3%
BTWM
2358
Baker Tilly Wealth Management
Wisconsin
$798K -$394K -697 -34%
KCPG
2359
Kavar Capital Partners Group
Kansas
$798K
CF
2360
Cyr Financial
Illinois
$798K +$12.4K +22 +2%
SMH
2361
Sanders Morris Harris
Texas
$797K
RG
2362
Renaissance Group
Kentucky
$795K -$322K -569 -29%
CWM
2363
Cahaba Wealth Management
Georgia
$794K -$863K -1,526 -53%
IP
2364
Ignite Planners
California
$791K +$76.9K +136 +11%
GA
2365
Goldstein Advisors
Wisconsin
$791K +$33.9K +60 +5%
PBO
2366
Peoples Bank (Ohio)
Ohio
$789K -$2.83K -5 -0.4%
BA
2367
Birinyi Associates
Connecticut
$789K
VWM
2368
Vigilare Wealth Management
Arizona
$787K -$3.96K -7 -0.5%
CFG
2369
Copley Financial Group
California
$786K +$761K +1,345 New
JSAM
2370
J. Safra Asset Management
New York
$784K +$101K +178 +15%
BLC
2371
Brown, Lisle/Cummings
Rhode Island
$781K -$14.1K -25 -2%
TA
2372
TCM Advisors
West Virginia
$779K
TNB
2373
Thomasville National Bank
Georgia
$779K +$7.92K +14 +1%
AGC
2374
Aspen Grove Capital
Colorado
$777K +$20.9K +37 +3%
UWPG
2375
Ullmann Wealth Partners Group
Florida
$774K +$66.2K +117 +10%

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.