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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
BBVA
451
Banco Bilbao Vizcaya Argentaria
Spain
$43M +$12.3M +21,690 +42%
UCFA
452
United Capital Financial Advisors
Texas
$42.9M +$938K +1,659 +2%
NPT
453
National Philanthropic Trust
Pennsylvania
$42.8M -$114K -201 -0.3%
GIBU
454
Gulf International Bank (UK)
United Kingdom
$42.5M -$1.64M -2,891 -4%
RPAM
455
Rhenman & Partners Asset Management
Sweden
$42.5M -$18.4M -32,600 -31%
RJT
456
Raymond James Trust
Florida
$42.3M +$1.4M +2,475 +4%
Man Group
457
Man Group
United Kingdom
$42.3M +$439K +777 +1%
EDRH
458
Edmond de Rothschild Holding
Switzerland
$42.1M -$2.13M -3,771 -5%
PC
459
Port Capital
Illinois
$41.9M +$624K +1,103 +2%
FTF
460
Freedom Together Foundation
New York
$41.7M -$61.1M -108,000 -60%
Squarepoint
461
Squarepoint
New York
$41.6M -$50M -88,404 -55%
CTC
462
Central Trust Company
Missouri
$41.6M -$627K -1,109 -2%
PGFC
463
Peapack-Gladstone Financial Corp
New Jersey
$41.3M +$679K +1,200 +2%
FLPIM
464
F.L. Putnam Investment Management
Massachusetts
$41.2M +$24.3K +43 +0.1%
AF
465
Allworth Financial
California
$41.2M +$1.05M +1,854 +3%
SIA
466
Sit Investment Associates
Minnesota
$41.2M -$5.3M -9,375 -12%
PP
467
Prudential plc
United Kingdom
$41.2M -$10.1M -17,896 -20%
Wealthfront Advisers
468
Wealthfront Advisers
California
$41.1M +$4.18M +7,386 +12%
WorldQuant Millennium Advisors
469
WorldQuant Millennium Advisors
New York
$40.4M -$6.44M -11,382 -14%
FT
470
Fiduciary Trust
Massachusetts
$40.4M +$281K +496 +0.7%
Pacer Advisors
471
Pacer Advisors
Pennsylvania
$40.3M +$1.76M +3,120 +5%
CI
472
Conning Inc
Connecticut
$40.3M -$5.04M -8,906 -11%
SAM
473
Shell Asset Management
Netherlands
$40.1M +$38.8M +68,527 New
USAA
474
United Services Automobile Association
Texas
$40M -$16.7M -29,614 -30%
ERIM
475
Eagle Ridge Investment Management
Connecticut
$39.9M +$171K +303 +0.4%

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.