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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
TC
426
TownSquare Capital
Utah
$50.2M +$1.55M +2,746 +3%
OWP
427
Obermeyer Wealth Partners
Colorado
$50.1M -$1.17M -2,076 -2%
MAM
428
Martingale Asset Management
Massachusetts
$49.8M -$8.76M -15,493 -15%
AAMU
429
AEGON Asset Management (UK)
United Kingdom
$49.3M +$435K +769 +0.9%
DLA
430
Douglas Lane & Associates
New York
$48.7M -$170K -301 -0.4%
CCM
431
Chilton Capital Management
Texas
$48.3M -$1.01M -1,784 -2%
AIM
432
Achmea Investment Management
Netherlands
$48.3M -$20.5M -36,173 -30%
CBUSF
433
Construction & Building Unions Superannuation Fund
Australia
$48.1M +$13.7M +24,260 +42%
NP
434
NS Partners
United Kingdom
$47.7M +$752K +1,330 +2%
AAM
435
Aureus Asset Management
Massachusetts
$47.5M -$408K -721 -0.9%
RPI
436
Railway Pension Investments
United Kingdom
$46.9M -$13.6M -24,100 -23%
LCP
437
LGT Capital Partners
Switzerland
$46.8M -$34.5M -60,974 -43%
PTC
438
Petrus Trust Company
Texas
$46.8M -$19.1M -33,813 -30%
GIA
439
Guyasuta Investment Advisors
Pennsylvania
$46.7M +$16.3M +28,798 +56%
WA
440
WestEnd Advisors
North Carolina
$46.5M -$13K -23 -0%
OPERF
441
Oregon Public Employees Retirement Fund
Oregon
$46.2M -$6.22K -11 -0%
SA
442
SpiderRock Advisors
Delaware
$46M +$4.99M +8,830 +13%
EPFB
443
Employees Provident Fund Board
Malaysia
$45.7M +$21.6M +38,139 +95%
RT
444
Rockland Trust
Massachusetts
$45.6M -$67.3K -119 -0.2%
OBAM
445
ODDO BHF Asset Management
France
$44.7M +$43.3M +76,529 New
DRZID
446
DePrince Race & Zollo Inc (DRZ)
Florida
$44.7M +$3.8M +6,711 +10%
EWA
447
Exencial Wealth Advisors
Oklahoma
$44.6M -$952K -1,683 -2%
FMI
448
F/M Investments
District of Columbia
$44.4M -$678K -1,198 -2%
B
449
Bailard
California
$44.3M -$671K -1,186 -2%
PHS
450
PFM Health Sciences
California
$44.2M +$3.48M +6,150 +9%

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.