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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
CCP
2376
Cassia Capital Partners
North Carolina
$772K -$54.3K -96 -7%
NRI
2377
NFP Retirement Inc
California
$770K +$1.7K +3 +0.2%
EA
2378
Everpar Advisors
Oklahoma
$770K -$68.4K -121 -8%
SSWM
2379
Strait & Sound Wealth Management
California
$769K +$120K +213 +19%
BWM
2380
Buska Wealth Management
Wisconsin
$769K +$39K +69 +6%
KL
2381
KilterHowling LLC
Colorado
$769K +$26.6K +47 +4%
GP
2382
Geneva Partners
Wisconsin
$767K +$742K +1,311 New
TGAM
2383
TBH Global Asset Management
Tennessee
$764K -$8.48K -15 -1%
WKSWA
2384
White Knight Strategic Wealth Advisors
New Jersey
$764K -$6.22K -11 -0.8%
SGK
2385
Steigerwald Gordon & Koch
Virginia
$760K -$23.8K -42 -3%
V
2386
VeraBank
Texas
$760K -$7.35K -13 -1%
NPFS
2387
Novak & Powell Financial Services
Florida
$758K +$1.7K +3 +0.2%
BP
2388
BCK Partners
New York
$758K +$9.05K +16 +1%
OPOWM
2389
One Plus One Wealth Management
Florida
$757K +$19.8K +35 +3%
AFG
2390
Altiora Financial Group
Ohio
$753K -$3.96K -7 -0.5%
FWM
2391
FFT Wealth Management
Pennsylvania
$753K +$76.9K +136 +12%
SFPG
2392
Stonebridge Financial Planning Group
Florida
$751K -$1.13K -2 -0.2%
FWTB
2393
First Western Trust Bank
Colorado
$750K -$26.6K -47 -4%
CW
2394
Code Waechter
Florida
$748K +$723K +1,279 New
TSWM
2395
Tyler-Stone Wealth Management
Ohio
$748K +$439K +776 +154%
SWA
2396
SOA Wealth Advisors
New York
$746K +$26K +46 +4%
Winslow Capital Management
2397
Winslow Capital Management
Minnesota
$744K -$285M -503,959 -100%
WAG
2398
Winthrop Advisory Group
Massachusetts
$742K -$30.5K -54 -4%
WG
2399
Wealth Group
North Carolina
$742K +$11.9K +21 +2%
TCPW
2400
Twin City Private Wealth
North Carolina
$741K +$19.2K +34 +3%

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.