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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
Treasurer of the State of North Carolina
176
Treasurer of the State of North Carolina
North Carolina
$248M +$1.12M +1,984 +0.5%
Ohio Public Employees Retirement System (OPERS)
177
Ohio Public Employees Retirement System (OPERS)
Ohio
$244M -$3.52M -6,219 -1%
First Eagle Investment Management
178
First Eagle Investment Management
New York
$241M +$449K +793 +0.2%
FI
179
Focused Investors
California
$240M -$4.3M -7,600 -2%
CWM
180
CIBC World Markets
New York
$235M +$14.5M +25,696 +7%
UE
181
Unisphere Establishment
Liechtenstein
$234M
Baird Financial Group
182
Baird Financial Group
Wisconsin
$233M -$14.1M -24,861 -6%
William Blair & Company
183
William Blair & Company
Illinois
$230M +$1.7M +3,014 +0.8%
BNP Paribas Asset Management
184
BNP Paribas Asset Management
France
$229M -$61.2M -108,140 -22%
Allspring Global Investments
185
Allspring Global Investments
North Carolina
$228M +$1.67M +2,959 +0.8%
Retirement Systems of Alabama
186
Retirement Systems of Alabama
Alabama
$228M -$13.7M -24,214 -6%
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$227M -$77.5K -137 -0%
PL
188
Perpetual Ltd
Australia
$224M -$42.9M -75,814 -17%
Wealth Enhancement Advisory Services
189
Wealth Enhancement Advisory Services
Minnesota
$224M -$13M -22,981 -6%
FMI
190
Fiduciary Management Inc
Wisconsin
$223M -$7.66M -13,538 -3%
BCIM
191
British Columbia Investment Management
British Columbia, Canada
$222M -$47.6M -84,167 -18%
CIBC Asset Management
192
CIBC Asset Management
Ontario, Canada
$222M +$12.3M +21,669 +6%
Assenagon Asset Management
193
Assenagon Asset Management
Luxembourg
$217M -$220M -389,210 -51%
CF
194
Canoe Financial
Alberta, Canada
$216M +$210M +371,515 New
SCM
195
Sterling Capital Management
North Carolina
$213M +$206M +363,667 New
CG
196
Carmignac Gestion
France
$210M +$5.77M +10,209 +3%
MSV
197
MN Services Vermogensbeheer
Netherlands
$209M -$4.69M -8,300 -2%
N
198
Natixis
France
$208M -$41.1M -72,597 -17%
GLA
199
Great Lakes Advisors
Illinois
$207M +$13.6M +24,082 +7%
Credit Agricole
200
Credit Agricole
France
$206M -$77.2M -136,577 -28%

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.