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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
PF
601
Phoenix Financial
Israel
$24.4M -$726K -1,283 -3%
SMFG
602
Sumitomo Mitsui Financial Group
Japan
$24.4M +$758K +1,341 +3%
RRAM
603
River Road Asset Management
Kentucky
$24.4M -$30.9M -54,666 -57%
HI
604
Hendershot Investments
Virginia
$24.3M +$178K +315 +0.8%
WIA
605
World Investment Advisors
California
$24.3M +$16.6M +29,324 +239%
ECM
606
ExodusPoint Capital Management
New York
$24.3M -$9.53M -16,845 -29%
MFAM
607
Motley Fool Asset Management
Virginia
$24.3M +$820K +1,449 +4%
FAB
608
First American Bank
Illinois
$24.2M -$364K -644 -2%
ACA
609
Anchor Capital Advisors
Massachusetts
$24.2M +$8.58M +15,177 +58%
AAM
610
Advisors Asset Management
Colorado
$24M -$455K -805 -2%
FCBT
611
First Citizens Bank & Trust
North Carolina
$24M -$913K -1,615 -4%
GVAG
612
Great Valley Advisor Group
Delaware
$23.9M +$314K +555 +1%
CTA
613
Colonial Trust Advisors
South Carolina
$23.9M +$279K +494 +1%
FNT
614
First National Trust
Pennsylvania
$23.9M -$489K -864 -2%
AAF
615
Andra AP-fonden
Sweden
$23.8M -$6.96M -12,300 -23%
TAM
616
Trillium Asset Management
Massachusetts
$23.7M +$195K +345 +0.9%
NTIC
617
Napean Trading & Investment Company
Singapore
$23.5M
CWM
618
Calamos Wealth Management
Illinois
$23.4M -$2.17M -3,839 -9%
OCBCO
619
Oversea-Chinese Banking Corp (OCBC)
Singapore
$23.3M -$860K -1,520 -4%
WAS
620
Wesleyan Assurance Society
United Kingdom
$23.3M
ORI
621
Oak Ridge Investments
Illinois
$23.2M +$1.51M +2,669 +7%
PP
622
Patten & Patten
Tennessee
$23M -$401K -709 -2%
CAM
623
Congress Asset Management
Massachusetts
$22.9M -$4.7M -8,312 -18%
NIM
624
NEOS Investment Management
Connecticut
$22.8M +$2.72M +4,817 +14%
VIM
625
Vinva Investment Management
Australia
$22.7M +$1.33M +2,358 +6%

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.