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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
LOAME
501
Lombard Odier Asset Management (Europe)
United Kingdom
$36.2M -$3.69M -6,518 -10%
ST
502
Sabal Trust
Florida
$35.9M -$445K -786 -1%
AAP
503
Aristotle Atlantic Partners
Florida
$35.9M +$5.91M +10,452 +20%
QI
504
QV Investors
Alberta, Canada
$35.9M -$2.86M -5,060 -8%
CP
505
Cumberland Partners
Ontario, Canada
$35.7M +$5.5M +9,718 +19%
GGS
506
Galvin Gaustad & Stein
Arizona
$35.6M -$3.96M -6,996 -10%
FBB
507
Fulton Breakefield Broenniman
Maryland
$35.2M -$1.23M -2,170 -3%
WP
508
Wedgewood Partners
Missouri
$35.2M -$501K -885 -2%
MSU
509
Mizuho Securities USA
New York
$35M -$6.27M -11,087 -16%
ABC
510
Associated Banc-Corp
Wisconsin
$34.8M -$497K -879 -1%
RWP
511
RWA Wealth Partners
Massachusetts
$34.8M -$50.3K -89 -0.1%
PCM
512
Polaris Capital Management
Massachusetts
$34.6M -$2.94M -5,190 -8%
CNAM
513
Campbell Newman Asset Management
Wisconsin
$34.5M -$73K -129 -0.2%
SYBT
514
Stock Yards Bank & Trust
Kentucky
$34.5M -$2.26M -3,994 -6%
SEM
515
Suncoast Equity Management
Florida
$34.4M -$3.8M -6,713 -10%
Acadian Asset Management
516
Acadian Asset Management
Massachusetts
$34.2M -$13M -22,958 -28%
OC
517
Oppenheimer & Co
New York
$34.2M -$118K -208 -0.4%
HIMCH
518
Hartford Investment Management Co (HIMCO)
Connecticut
$34M -$484K -856 -1%
NOCM
519
Night Owl Capital Management
Connecticut
$33.8M +$985K +1,741 +3%
CTI
520
Community Trust & Investment
Kentucky
$33.6M -$635K -1,123 -2%
SAI
521
Systematic Alpha Investments
New Jersey
$33.5M
IMRF
522
Illinois Municipal Retirement Fund
Illinois
$33.4M
BAMCO Inc
523
BAMCO Inc
New York
$33.3M +$616K +1,089 +2%
ONB
524
Old National Bancorp
Indiana
$32.8M +$197K +349 +0.6%
BS
525
Banco Santander
Spain
$32.8M -$1.13M -1,995 -3%

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.