We are live on ! Find out more
UNH icon

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
Charles Schwab
26
Charles Schwab
California
$3.53B -$260M -458,840 -7%
Goldman Sachs
27
Goldman Sachs
New York
$3.11B +$222M +392,100 +8%
Sanders Capital
28
Sanders Capital
Florida
$3.04B +$3.91M +6,918 +0.1%
DZ Bank
29
DZ Bank
Germany
$2.97B +$649M +1,147,272 +29%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$2.9B -$6.24M -11,028 -0.2%
Deutsche Bank
31
Deutsche Bank
Germany
$2.81B +$385M +679,831 +16%
ClearBridge Investments
32
ClearBridge Investments
New York
$2.75B -$136M -241,009 -5%
Ameriprise
33
Ameriprise
Minnesota
$2.68B +$456M +806,026 +21%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$2.53B +$680M +1,203,090 +38%
T. Rowe Price Investment Management
35
T. Rowe Price Investment Management
Maryland
$2.38B -$415M -733,386 -15%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$2.35B +$112M +198,089 +5%
Dodge & Cox
37
Dodge & Cox
California
$2.28B -$10.9M -19,235 -0.5%
GQG Partners
38
GQG Partners
Florida
$2.17B +$2.1B +3,716,238 New
Barclays
39
Barclays
United Kingdom
$1.88B +$26.4M +46,607 +1%
Fisher Asset Management
40
Fisher Asset Management
Washington
$1.87B +$60.6M +107,097 +3%
Amundi
41
Amundi
France
$1.79B -$486M -859,001 -22%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.6B +$1.19M +2,100 +0.1%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$1.55B -$16.8M -29,747 -1%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$1.52B +$6.12M +10,816 +0.4%
Mitsubishi UFJ Asset Management
45
Mitsubishi UFJ Asset Management
Japan
$1.51B -$40.7M -71,946 -3%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$1.51B -$183M -323,398 -11%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$1.45B +$130M +230,240 +10%
Tiger Global Management
48
Tiger Global Management
New York
$1.38B +$10.1M +17,800 +0.8%
RJA
49
Raymond James & Associates
Florida
$1.38B +$332M +587,088 +33%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$1.35B +$220M +388,293 +20%

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.