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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
DI
2401
DDFG Inc
California
$741K
WFL
2402
Wealth Forward LLC
North Dakota
$741K
PC
2403
Prairiewood Capital
North Dakota
$740K
OFG
2404
Oxford Financial Group
Indiana
$739K -$86.5K -153 -11%
FBT
2405
First Bank & Trust
South Dakota
$738K +$60K +106 +9%
NFSG
2406
Newbridge Financial Services Group
Florida
$736K +$218K +385 +44%
QPWM
2407
Quadrant Private Wealth Management
Pennsylvania
$736K +$69.6K +123 +11%
WMA
2408
Wealth Management Associates
New Jersey
$734K +$113K +199 +19%
BA
2409
Ballast Advisors
Minnesota
$731K -$20.9K -37 -3%
MFG
2410
Midwest Financial Group
Kansas
$731K +$2.26K +4 +0.3%
SFC
2411
Swisher Financial Concepts
Ohio
$731K +$386K +682 +103%
MWM
2412
Mosley Wealth Management
California
$731K +$66.7K +118 +10%
AC
2413
Avory & Company
Florida
$730K
HNWAG
2414
High Net Worth Advisory Group
Florida
$730K
TPWM
2415
Twelve Points Wealth Management
Massachusetts
$730K +$88.2K +156 +14%
AB
2416
Atlas Brown
Kentucky
$729K +$9.05K +16 +1%
HCM
2417
Hengehold Capital Management
Ohio
$729K +$143K +253 +25%
4WM
2418
44 Wealth Management
Oregon
$727K +$729K +1,288 New
WHCI
2419
W.H. Cornerstone Investments
Massachusetts
$723K -$48.1K -85 -6%
PWM
2420
Penobscot Wealth Management
Maine
$722K +$6.22K +11 +0.9%
IA
2421
Insight Advisors
Pennsylvania
$720K -$1.13K -2 -0.2%
KDA
2422
Kraft Davis & Associates
Missouri
$719K
AP
2423
Adero Partners
California
$719K +$19.8K +35 +3%
Members Trust
2424
Members Trust
Florida
$717K +$3.39K +6 +0.5%
JPWM
2425
Jamison Private Wealth Management
Georgia
$716K +$96.7K +171 +16%

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.