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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$49.7B +$569M +1,005,240 +1%
BlackRock
2
BlackRock
New York
$43B +$105M +185,735 +0.3%
State Street
3
State Street
Massachusetts
$26.6B +$319M +563,554 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$19B -$111M -196,558 -0.6%
JP Morgan Chase
5
JP Morgan Chase
New York
$15.4B +$1.13B +2,001,379 +8%
Capital World Investors
6
Capital World Investors
California
$15.3B -$1.01B -1,782,266 -6%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$14.6B -$564M -997,051 -4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$14.5B -$576M -1,018,506 -4%
Morgan Stanley
9
Morgan Stanley
New York
$11.7B -$29.7M -52,590 -0.3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$11.4B +$180M +318,039 +2%
Capital Research Global Investors
11
Capital Research Global Investors
California
$10.5B +$234M +413,274 +2%
Capital International Investors
12
Capital International Investors
California
$8.6B +$786M +1,389,937 +10%
Norges Bank
13
Norges Bank
Norway
$6.96B +$114M +201,188 +2%
Northern Trust
14
Northern Trust
Illinois
$4.94B -$338M -597,720 -7%
Franklin Resources
15
Franklin Resources
California
$4.88B +$110M +193,800 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.69B -$275M -486,216 -6%
Wells Fargo
17
Wells Fargo
California
$4.64B -$132M -234,249 -3%
AllianceBernstein
18
AllianceBernstein
Tennessee
$4.63B -$3.08M -5,448 -0.1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.62B -$81.7M -144,517 -2%
Bank of America
20
Bank of America
North Carolina
$4.52B +$590M +1,042,730 +16%
N
21
Nuveen
North Carolina
$4.09B -$284M -501,571 -7%
Legal & General Group
22
Legal & General Group
United Kingdom
$3.78B +$53.5M +94,527 +1%
UBS AM
23
UBS AM
Illinois
$3.68B -$15.7M -27,830 -0.4%
UBS Group
24
UBS Group
Switzerland
$3.58B -$2.64M -4,659 -0.1%
Invesco
25
Invesco
Georgia
$3.58B +$453M +801,771 +15%

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.