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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
TAM
526
Todd Asset Management
Kentucky
$32.7M +$4.77M +8,438 +18%
PDM
527
Penn Davis McFarland
Texas
$32.4M -$14.7K -26 -0%
VI
528
Vestcor Inc
New Brunswick, Canada
$32.3M +$718K +1,269 +2%
TP
529
Thunderbird Partners
United Kingdom
$32.3M -$20.1M -35,517 -39%
RC
530
RBF Capital
California
$32.2M
CA
531
Commerzbank Aktiengesellschaft
Germany
$32.1M +$118K +208 +0.4%
ACIM
532
Azimuth Capital Investment Management
Michigan
$31.2M +$10.3M +18,162 +52%
HPC
533
HM Payson & Co
Maine
$31.1M -$5.75M -10,163 -16%
MSRPS
534
Maryland State Retirement & Pension System
Maryland
$31M -$10.6M -18,747 -26%
A
535
Allianz
Germany
$30.9M +$2.91M +5,144 +11%
BCP
536
Blue Chip Partners
Michigan
$30.8M -$77.5K -137 -0.3%
DOA
537
D'Orazio & Associates
Virginia
$30.6M +$157K +278 +0.5%
MGP
538
Metis Global Partners
California
$30.5M -$49.8K -88 -0.2%
CSIC
539
Clifford Swan Investment Counsel
California
$30.4M +$1.01M +1,794 +4%
RIM
540
Rakuten Investment Management
Japan
$30.4M +$7.38M +13,056 +33%
WJWM
541
Williams Jones Wealth Management
New York
$30.4M -$376K -665 -1%
LSERS
542
Louisiana State Employees Retirement System
Louisiana
$30.4M -$56.6K -100 -0.2%
BPWM
543
Badgley Phelps Wealth Managers
Washington
$30.4M -$1.14M -2,018 -4%
HTHT
544
Hemenway Trust Hemenway Trust
New Hampshire
$30.4M +$657K +1,161 +2%
KCM
545
Kennedy Capital Management
Missouri
$30.3M +$4.34M +7,671 +17%
CWM
546
Congress Wealth Management
Massachusetts
$30.3M +$4.72M +8,345 +19%
FNBT
547
FineMark National Bank & Trust
Florida
$30.2M +$1.04M +1,846 +4%
VLKIM
548
Van Lanschot Kempen Investment Management
Netherlands
$30.1M +$518K +915 +2%
OCM
549
Osterweis Capital Management
California
$30.1M +$191K +337 +0.7%
TRCT
550
Tower Research Capital (TRC)
New York
$30.1M -$1.21M -2,144 -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.