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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
Eagle Capital Management (New York)
51
Eagle Capital Management (New York)
New York
$1.34B -$1.58M -2,799 -0.1%
Swedbank
52
Swedbank
Sweden
$1.32B -$44.1M -77,933 -3%
OAG
53
Orbis Allan Gray
Bermuda
$1.32B -$54.1M -95,709 -4%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$1.28B +$32.2M +56,886 +3%
Mawer Investment Management
55
Mawer Investment Management
Alberta, Canada
$1.27B -$11.8M -20,921 -1%
Lazard Asset Management
56
Lazard Asset Management
New York
$1.27B -$191M -338,567 -13%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$1.2B +$420M +741,899 +56%
American Century Companies
58
American Century Companies
Missouri
$1.17B -$124M -218,785 -10%
Polen Capital Management
59
Polen Capital Management
Florida
$1.17B -$143M -252,630 -11%
Bessemer Group
60
Bessemer Group
New Jersey
$1.16B +$37.2M +65,742 +3%
SGA
61
Sustainable Growth Advisers
Connecticut
$1.04B -$100M -177,199 -9%
Principal Financial Group
62
Principal Financial Group
Iowa
$1.04B +$102M +180,479 +11%
Fiera Capital (Canada)
63
Fiera Capital (Canada)
Quebec, Canada
$1.04B -$17.6M -31,156 -2%
VAM
64
Veritas Asset Management
United Kingdom
$1.03B -$17.7M -31,345 -2%
National Pension Service
65
National Pension Service
South Korea
$997M +$126M +222,486 +15%
Grantham, Mayo, Van Otterloo & Co (GMO)
66
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$988M -$165M -292,023 -15%
Ensign Peak Advisors
67
Ensign Peak Advisors
Utah
$983M -$2.16M -3,826 -0.2%
Stifel Financial
68
Stifel Financial
Missouri
$976M -$16.9M -29,964 -2%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$942M -$29.2M -51,650 -3%
1832 Asset Management
70
1832 Asset Management
Ontario, Canada
$932M -$115M -203,062 -11%
Allianz Asset Management
71
Allianz Asset Management
Germany
$927M -$80.1M -141,660 -8%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$922M -$390M -688,707 -30%
Arrowstreet Capital
73
Arrowstreet Capital
Massachusetts
$912M -$151M -266,712 -15%
First Manhattan
74
First Manhattan
New York
$911M -$38.7M -68,472 -4%
Macquarie Group
75
Macquarie Group
Australia
$906M +$74.5M +131,756 +9%

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.