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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
M&T Bank
276
M&T Bank
New York
$129M +$14.7M +26,074 +13%
CI
277
Cincinnati Insurance
Ohio
$129M
BAMF
278
BI Asset Management Fondsmaeglerselskab
Denmark
$128M -$8M -14,141 -6%
GIA
279
Gateway Investment Advisers
Ohio
$124M -$3.32M -5,869 -3%
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$123M +$1.01M +1,789 +0.9%
Creative Planning
281
Creative Planning
Kansas
$123M +$8.27M +14,614 +7%
LWCA
282
Locust Wood Capital Advisers
New York
$123M +$24.4M +43,173 +26%
Daiwa Securities Group
283
Daiwa Securities Group
Japan
$122M +$16.3M +28,850 +16%
GT
284
Glenmede Trust
Pennsylvania
$122M +$7.54M +13,332 +7%
FAF
285
Fjarde Ap-fonden
Sweden
$121M +$117M +206,418 New
MIF
286
Mediolanum International Funds
Ireland
$120M -$18.5M -32,722 -14%
TRSOTSOK
287
Teachers Retirement System of the State of Kentucky
Kentucky
$119M -$22M -38,898 -16%
BFS
288
Bradley Foster & Sargent
Connecticut
$119M +$2.45M +4,339 +2%
ACM
289
Argent Capital Management
Missouri
$119M -$2.16M -3,822 -2%
COPPSERS
290
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$118M -$647K -1,144 -0.6%
FAM
291
Fred Alger Management
New York
$117M +$54M +95,503 +92%
IIM
292
INTECH Investment Management
Florida
$116M -$78.8M -139,340 -41%
KeyBank National Association
293
KeyBank National Association
Ohio
$115M -$1.59M -2,817 -1%
CIBC World Market
294
CIBC World Market
Ontario, Canada
$114M +$406K +717 +0.4%
Luther King Capital Management (LKCM)
295
Luther King Capital Management (LKCM)
Texas
$113M +$8.22M +14,537 +8%
II
296
IFM Investors
Australia
$111M -$247K -436 -0.2%
Parnassus Investments
297
Parnassus Investments
California
$111M +$106M +187,332 +8,993%
FWCM
298
Ferguson Wellman Capital Management
Oregon
$110M +$27.5M +48,629 +35%
Westfield Capital Management
299
Westfield Capital Management
Massachusetts
$110M -$9.23M -16,324 -8%
CNB
300
Czech National Bank
Czech Republic
$110M +$7.2M +12,721 +7%

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.