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
Boston Partners
76
Boston Partners
Massachusetts
$879M +$40M +70,696 +5%
Fayez Sarofim & Co
77
Fayez Sarofim & Co
Texas
$868M +$16.8M +29,634 +2%
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$867M -$7.79M -13,779 -0.9%
Bank Julius Baer & Co
79
Bank Julius Baer & Co
Switzerland
$865M -$15.6M -27,650 -2%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$865M -$5.29M -9,351 -0.6%
Fidelity International
81
Fidelity International
Bermuda
$858M +$59M +104,336 +8%
Vontobel Holding
82
Vontobel Holding
Switzerland
$794M -$220M -388,298 -22%
Royal London Asset Management
83
Royal London Asset Management
United Kingdom
$773M -$78.8M -139,255 -10%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$768M -$41.9M -74,126 -5%
Neuberger Berman Group
85
Neuberger Berman Group
New York
$751M +$233M +411,186 +47%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$720M +$2.06M +3,648 +0.3%
Corient Private Wealth
87
Corient Private Wealth
Florida
$714M +$43.5M +76,936 +7%
WCM Investment Management
88
WCM Investment Management
California
$701M -$7.16M -12,658 -1%
Citigroup
89
Citigroup
New York
$673M -$139M -245,133 -18%
Russell Investments Group
90
Russell Investments Group
United Kingdom
$662M +$61.1M +108,045 +11%
Aberdeen Group
91
Aberdeen Group
United Kingdom
$656M -$76.4M -135,080 -11%
US Bancorp
92
US Bancorp
Minnesota
$654M -$2.92M -5,171 -0.5%
Canada Life
93
Canada Life
Manitoba, Canada
$643M +$17.6M +31,091 +3%
FCM
94
Farallon Capital Management
California
$642M -$294M -520,300 -32%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$613M +$363M +641,267 +157%
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$612M -$37M -65,462 -6%
LP
97
Longview Partners
Guernsey
$607M +$4.08M +7,220 +0.7%
Aviva
98
Aviva
United Kingdom
$606M +$12.3M +21,748 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
99
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$602M +$329M +581,324 +130%
CWP
100
Capital Wealth Planning
Florida
$590M -$4.04M -7,150 -0.7%

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.