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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
HNB
351
Huntington National Bank
Ohio
$75.1M -$4.37M -7,721 -6%
HPG
352
Harvest Portfolios Group
Ontario, Canada
$74.1M -$7.27M -12,862 -9%
AWM
353
AE Wealth Management
Kansas
$73.7M +$1.61M +2,839 +2%
TIAA Trust, National Association
354
TIAA Trust, National Association
North Carolina
$72.4M -$1.77M -3,130 -2%
IMPI
355
Ilmarinen Mutual Pension Insurance
Finland
$71.3M
PCH
356
Polar Capital Holdings
United Kingdom
$71.3M -$4M -7,064 -5%
Cambridge Investment Research Advisors
357
Cambridge Investment Research Advisors
Iowa
$71M +$2.6M +4,590 +4%
Lido Advisors
358
Lido Advisors
California
$71M +$1.19M +2,100 +2%
MOACM
359
Mutual of America Capital Management
New York
$70.6M -$1.59M -2,806 -2%
NA
360
NewEdge Advisors
Louisiana
$70.5M -$1.43M -2,528 -2%
DCP
361
Distillate Capital Partners
Illinois
$70.3M -$5.35M -9,460 -7%
SAM
362
SP Asset Management
California
$70.3M +$594K +1,050 +0.9%
MCM
363
Marsico Capital Management
Colorado
$70.2M +$67.9M +120,076 New
Balyasny Asset Management
364
Balyasny Asset Management
Illinois
$70.1M -$110M -193,934 -62%
SPIA
365
Steward Partners Investment Advisory
New York
$70.1M +$9.13M +16,134 +16%
CB
366
Commerce Bank
Missouri
$69.6M -$115K -203 -0.2%
AF
367
Aviso Financial
Ontario, Canada
$69.3M +$1.31M +2,320 +2%
SOADOR
368
State of Alaska Department of Revenue
Alaska
$68.9M +$4.04M +7,135 +6%
ACM
369
Alta Capital Management
Utah
$68.8M +$1.87M +3,315 +3%
OSAM
370
O'Shaughnessy Asset Management
Connecticut
$68.1M +$14.8M +26,161 +30%
Primecap Management
371
Primecap Management
California
$68.1M
AA
372
Ancora Advisors
Ohio
$67.4M -$135K -239 -0.2%
NLGIA
373
Nippon Life Global Investors Americas
New York
$67.3M +$6.04M +10,680 +10%
PI
374
PineBridge Investments
New York
$66.7M +$10.8M +19,065 +20%
GAM
375
Groupama Asset Management
France
$66.6M +$10.4M +18,351 +15%

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.