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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
Mirae Asset Global ETFs Holdings
376
Mirae Asset Global ETFs Holdings
Hong Kong
$66.5M -$13.8M -24,386 -18%
HWA
377
Heritage Wealth Advisors
Virginia
$65.4M +$2.65M +4,685 +4%
DILIC
378
Dai-ichi Life Insurance Company
Japan
$64.5M -$6.18M -10,933 -9%
MME
379
Meag Munich Ergo
Germany
$64.4M -$6.5M -11,499 -9%
IG
380
ING Group
Netherlands
$64.3M -$119K -210 -0.2%
GKIM
381
GW&K Investment Management
Massachusetts
$63.9M -$361K -639 -0.6%
AssetMark Inc
382
AssetMark Inc
California
$62.9M +$4.7M +8,314 +8%
Envestnet Portfolio Solutions
383
Envestnet Portfolio Solutions
Illinois
$62.7M -$2.42M -4,282 -4%
CFB
384
Cullen/Frost Bankers
Texas
$62.7M -$80.3K -142 -0.1%
WFMPM
385
Woodley Farra Manion Portfolio Management
Indiana
$62.6M +$373K +659 +0.6%
YCM
386
Yousif Capital Management
Michigan
$62.5M -$779K -1,378 -1%
MIS
387
Morningstar Investment Services
Illinois
$62.5M -$572K -1,012 -0.9%
DCM
388
Donaldson Capital Management
Indiana
$62.5M +$1.68M +2,973 +3%
FLII
389
First Long Island Investors
New York
$62.2M +$256K +452 +0.4%
AAB
390
ABN AMRO Bank
Netherlands
$61.4M +$2.19M +3,878 +4%
VPIM
391
Vanguard Personalized Indexing Management
California
$59.4M +$10M +17,687 +21%
SCM
392
Steadfast Capital Management
New York
$59.1M -$152M -268,200 -73%
QCM
393
Quantinno Capital Management
New York
$58.7M +$9.38M +16,576 +20%
PFM
394
Premier Fund Managers
United Kingdom
$58.2M -$5.66M -10,000 -9%
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$58M +$285K +504 +0.5%
GC
396
Guggenheim Capital
Illinois
$57.9M -$1.02M -1,811 -2%
NEI
397
Northwest & Ethical Investments
Ontario, Canada
$57.1M +$1.72M +3,049 +3%
Mirae Asset Global Investments
398
Mirae Asset Global Investments
South Korea
$57.1M +$9.88M +17,460 +20%
CPSAC
399
Chas P. Smith & Associates (CPS)
Florida
$56.9M -$1.69M -2,988 -3%
NIG
400
NFJ Investment Group
Texas
$56.4M +$42.9M +75,906 +369%

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.