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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
EWM
201
Evercore Wealth Management
New York
$203M -$2.51M -4,431 -1%
State of New Jersey Common Pension Fund D
202
State of New Jersey Common Pension Fund D
New Jersey
$199M +$327K +579 +0.2%
DC
203
Davenport & Co
Virginia
$198M +$4.24M +7,493 +2%
State of Tennessee, Department of Treasury
204
State of Tennessee, Department of Treasury
Tennessee
$195M -$6.14M -10,849 -3%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$194M -$17M -30,110 -8%
SMDAM
206
Sumitomo Mitsui DS Asset Management
Japan
$193M +$2.22M +3,928 +1%
BPC
207
Banque Pictet & Cie
Switzerland
$192M +$8.07M +14,267 +5%
Los Angeles Capital Management
208
Los Angeles Capital Management
California
$190M -$122M -214,831 -40%
TAF
209
Tredje AP-fonden
Sweden
$187M -$35M -61,823 -16%
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$184M -$112M -198,553 -39%
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$184M -$999K -1,766 -0.6%
BBHC
212
Brown Brothers Harriman & Co
New York
$183M -$826K -1,461 -0.5%
CLGM
213
Capitolis Liquid Global Markets
New York
$183M +$93.4M +165,200 +111%
Calamos Advisors
214
Calamos Advisors
Illinois
$181M +$3.04M +5,379 +2%
Marshall Wace
215
Marshall Wace
United Kingdom
$180M -$29.5M -52,156 -14%
BIM
216
Bridges Investment Management
Nebraska
$179M -$746K -1,319 -0.4%
Teacher Retirement System of Texas
217
Teacher Retirement System of Texas
Texas
$178M +$35.4M +62,535 +26%
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$176M -$10.9M -19,235 -6%
TGA
219
TPG GP A
Texas
$176M +$171M +301,773 New
RAM
220
Resona Asset Management
Japan
$173M -$2.62M -4,633 -2%
RSCM
221
Rock Springs Capital Management
Maryland
$172M +$10.9M +19,250 +7%
BTW
222
Boston Trust Walden
Massachusetts
$172M -$1.44M -2,550 -0.9%
Bank of Nova Scotia
223
Bank of Nova Scotia
Ontario, Canada
$169M -$59.3M -104,826 -27%
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$167M +$11.9M +21,074 +8%
SFFS
225
Stonehage Fleming Financial Services
Jersey
$165M -$992K -1,753 -0.6%

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.