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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
NAM
251
Nissay Asset Management
Japan
$142M -$184K -325 -0.1%
MIM
252
MetLife Investment Management
New Jersey
$142M -$3.1M -5,487 -2%
SIM
253
SRS Investment Management
New York
$141M -$33.1M -58,501 -19%
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$141M +$3.32M +5,878 +2%
Jennison Associates
255
Jennison Associates
New York
$141M +$157K +277 +0.1%
CP
256
Coho Partners
Pennsylvania
$139M -$16.9M -29,898 -11%
AQR Capital Management
257
AQR Capital Management
Connecticut
$139M -$20.8M -36,800 -13%
CCMG
258
Clark Capital Management Group
Pennsylvania
$139M +$21.6M +38,156 +19%
Empower Advisory Group
259
Empower Advisory Group
Colorado
$138M +$2.79M +4,929 +2%
BG
260
Bahl & Gaynor
Ohio
$138M +$1.92M +3,392 +1%
Osaic Holdings
261
Osaic Holdings
Arizona
$136M -$7.47M -13,199 -5%
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$136M +$7.53M +13,310 +6%
MIP
263
Mondrian Investment Partners
United Kingdom
$136M +$330K +584 +0.3%
Sands Capital Management
264
Sands Capital Management
Virginia
$136M -$6.52M -11,530 -5%
RFC
265
Regions Financial Corp
Alabama
$134M +$6.71M +11,859 +5%
Cetera Investment Advisers
266
Cetera Investment Advisers
Illinois
$133M +$1.34M +2,376 +1%
JHP
267
James Hambro & Partners
United Kingdom
$133M +$4.85M +8,573 +4%
JWBC
268
John W. Bristol & Co
New York
$133M -$1.24M -2,201 -1%
DWA
269
Douglass Winthrop Advisors
New York
$133M +$232K +410 +0.2%
Citadel Advisors
270
Citadel Advisors
Florida
$133M -$304M -538,113 -70%
BG
271
Bellevue Group
Switzerland
$132M +$11.2M +19,875 +10%
MRG
272
Milestone Resources Group
British Virgin Islands
$132M
CF
273
Corebridge Financial
Texas
$131M -$3.59M -6,342 -3%
FMI
274
Factory Mutual Insurance
Massachusetts
$130M -$6.79M -12,000 -5%
CIM
275
CCLA Investment Management
United Kingdom
$130M

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.