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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
TA
2426
TFB Advisors
Kansas
$714K +$56K +99 +9%
BDF
2427
Black Diamond Financial
Maryland
$714K -$10.7K -19 -2%
CWA
2428
Canvas Wealth Advisors
Kansas
$712K +$161K +284 +30%
SAF
2429
Smith Anglin Financial
Texas
$712K +$12.4K +22 +2%
NF
2430
NavPoint Financial
Minnesota
$710K +$2.83K +5 +0.4%
SL
2431
Salomon & Ludwin
Virginia
$708K +$24.3K +43 +4%
AGP
2432
Autumn Glory Partners
Texas
$707K +$374K +662 +121%
LAM
2433
LifePro Asset Management
California
$706K +$156K +276 +30%
KOCAA
2434
Knights of Columbus Asset Advisors
Connecticut
$705K +$44.1K +78 +7%
DA
2435
Dillon & Associates
Michigan
$705K +$4.53K +8 +0.7%
CMANY
2436
Capital Management Associates (New York)
New York
$704K -$10.7K -19 -2%
AC
2437
Apella Capital
Connecticut
$703K +$37.9K +67 +6%
MBI
2438
May Barnhard Investments
Maryland
$703K +$1.7K +3 +0.3%
LIP
2439
Lighthouse Investment Partners
Florida
$703K -$16.8M -29,676 -96%
NC
2440
nVerses Capital
Florida
$702K
HAG
2441
HF Advisory Group
Maryland
$701K -$33.4K -59 -5%
SIGI
2442
Susquehanna International Group (Ireland)
Ireland
$699K +$676K +1,196 New
WCM
2443
Windward Capital Management
California
$699K +$436K +771 +182%
IFPG
2444
Intrepid Financial Planning Group
Indiana
$698K
AA
2445
Auxano Advisors
Washington
$695K +$54.3K +96 +9%
CGA
2446
Crescent Grove Advisors
Illinois
$694K -$65.6K -116 -9%
FA
2447
FDx Advisors
Illinois
$690K +$120K +213 +22%
NBT
2448
Northwest Bank & Trust
Iowa
$690K
ACM
2449
Armbruster Capital Management
New York
$689K +$1.7K +3 +0.3%
BMMM
2450
Boston Mountain Money Management
Arkansas
$689K -$30K -53 -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.