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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
JIM
126
Jensen Investment Management
Oregon
$425M -$135M -239,156 -25%
D.E. Shaw & Co
127
D.E. Shaw & Co
New York
$423M -$168M -297,335 -29%
Korea Investment Corp
128
Korea Investment Corp
South Korea
$423M +$9M +15,914 +2%
MIM
129
Meridiem Investment Management
United Kingdom
$417M -$5.81M -10,275 -1%
Barrow, Hanley, Mewhinney & Strauss
130
Barrow, Hanley, Mewhinney & Strauss
Texas
$406M -$3.18M -5,619 -0.8%
Brown Advisory
131
Brown Advisory
Maryland
$406M -$2.15M -3,804 -0.5%
DB
132
Danske Bank
Denmark
$396M +$20.6M +36,401 +6%
Nomura Asset Management
133
Nomura Asset Management
Japan
$395M +$2.15M +3,799 +0.6%
Mackenzie Financial
134
Mackenzie Financial
Ontario, Canada
$394M +$4.53M +8,012 +1%
Robeco Institutional Asset Management
135
Robeco Institutional Asset Management
Netherlands
$394M +$85.2M +150,716 +29%
Chevy Chase Trust
136
Chevy Chase Trust
Maryland
$391M -$5.35M -9,455 -1%
Loomis, Sayles & Company
137
Loomis, Sayles & Company
Massachusetts
$382M +$2.4M +4,251 +0.7%
JFL
138
Jarislowsky, Fraser Ltd
Quebec, Canada
$374M -$7.96M -14,071 -2%
PTC
139
Provident Trust Company
Wisconsin
$370M +$1.66M +2,936 +0.5%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$366M +$25.6M +45,195 +8%
MAM
141
Magellan Asset Management
Australia
$363M -$153M -270,440 -30%
Truist Financial
142
Truist Financial
North Carolina
$360M -$160M -282,350 -31%
William Blair Investment Management
143
William Blair Investment Management
Illinois
$358M -$21.3M -37,589 -6%
Mitsubishi UFJ Trust & Banking
144
Mitsubishi UFJ Trust & Banking
Japan
$357M -$17.4M -30,676 -5%
Victory Capital Management
145
Victory Capital Management
Texas
$354M -$14M -24,666 -4%
Toronto Dominion Bank
146
Toronto Dominion Bank
Ontario, Canada
$349M +$10M +17,759 +3%
HighTower Advisors
147
HighTower Advisors
Illinois
$344M -$13.2M -23,321 -4%
Nordea Investment Management
148
Nordea Investment Management
Sweden
$331M -$121M -213,365 -27%
A
149
AustralianSuper
Australia
$326M +$70.2M +124,068 +29%
State of Wisconsin Investment Board
150
State of Wisconsin Investment Board
Wisconsin
$324M +$15.6M +27,588 +5%

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.