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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
AM
401
AGF Management
Ontario, Canada
$56.2M -$46M -81,375 -46%
GI
402
Gradient Investments
Minnesota
$56M -$2.63M -4,650 -5%
ACM
403
Advisors Capital Management
New Jersey
$55.7M +$97.8K +173 +0.2%
QPBE
404
Quintet Private Bank (Europe)
Luxembourg
$55.4M +$6.34M +11,215 +13%
KAS
405
Kestra Advisory Services
Texas
$54.9M -$4.24M -7,505 -7%
Rafferty Asset Management
406
Rafferty Asset Management
New York
$54.8M -$3.64M -6,439 -6%
UB
407
UMB Bank
Missouri
$54.6M +$5.91M +10,454 +13%
SCM
408
Silvant Capital Management
Georgia
$53.9M -$312K -551 -0.6%
RMDI
409
R.M. Davis Inc
Maine
$53.5M -$803K -1,419 -2%
UM
410
UniSuper Management
Australia
$52.7M -$86.5K -153 -0.2%
WT
411
Whittier Trust
California
$52.6M +$291K +515 +0.6%
BCI
412
Brinker Capital Investments
Pennsylvania
$52.5M -$3.16M -5,588 -6%
OPS
413
Orion Portfolio Solutions
Nebraska
$52.5M -$3.16M -5,588 -6%
PIM
414
Provident Investment Management
Michigan
$51.7M -$360K -637 -0.7%
OAM
415
Oppenheimer Asset Management
New York
$51.4M -$1.11M -1,961 -2%
EMPI
416
Elo Mutual Pension Insurance
Finland
$51.1M +$2.59M +4,571 +6%
APM
417
Avidity Partners Management
Texas
$51.1M +$49.4M +87,400 New
HFS
418
Hantz Financial Services
Michigan
$51M +$3.66M +6,478 +8%
SBH
419
Segall Bryant & Hamill
Illinois
$51M +$17.2M +30,340 +53%
CRC
420
Curi RMB Capital
Illinois
$50.9M -$766K -1,355 -2%
DPL
421
Danica Pension Livsforsikrings
$50.7M +$742K +1,311 +2%
AI
422
Atria Investments
North Carolina
$50.7M +$998K +1,765 +2%
TMAM
423
Tokio Marine Asset Management
Japan
$50.7M -$549K -971 -1%
EWA
424
EP Wealth Advisors
California
$50.7M +$1.7M +2,999 +4%
ACI
425
Alpha Cubed Investments
California
$50.3M -$248K -438 -0.5%

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.