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UnitedHealth

3,395 hedge funds and large institutions have $412B invested in UnitedHealth in 2024 Q2 according to their latest regulatory filings, with 220 funds opening new positions, 1,514 increasing their positions, 1,330 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 152

14% more repeat investments, than reductions

Existing positions increased: 1,514 | Existing positions reduced: 1,330

13% more funds holding in top 10

Funds holding in top 10: 240270 (+30)

4% more capital invested

Capital invested by funds: $398B → $412B (+$14.1B)

3% more call options, than puts

Call options by funds: $3.96B | Put options by funds: $3.85B

0.65% more ownership

Funds ownership: 87.24%87.89% (+0.65%)

1% more funds holding

Funds holding: 3,3753,395 (+20)

Holders
3,395
Holders Change
+20
Holders Change %
+0.59%
% of All Funds
49.03%
Holding in Top 10
270
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+12.5%
% of All Funds
3.9%
New
220
Increased
1,514
Reduced
1,330
Closed
152
Calls
$3.96B
Puts
$3.85B
Net Calls
+$113M
Net Calls Change
+$604M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
226
SRS Investment Management
New York
$153M +$147M +300,194 New
C
227
Consulta
United Kingdom
$153M +$24.5M +50,000 +20%
RAM
228
Resona Asset Management
Japan
$153M -$8.92M -18,198 -6%
BTW
229
Boston Trust Walden
Massachusetts
$151M -$4.62M -9,435 -3%
CB
230
Cooke & Bieler
Pennsylvania
$150M +$72.2M +147,347 +100%
SFFS
231
Stonehage Fleming Financial Services
Jersey
$145M +$38.6M +78,849 +38%
Comerica Bank
232
Comerica Bank
Texas
$143M -$4.26M -8,688 -3%
RSCM
233
Rock Springs Capital Management
Maryland
$140M +$22.1M +45,000 +20%
Point72 Asset Management
234
Point72 Asset Management
Connecticut
$139M +$57M +116,357 +75%
AQR Capital Management
235
AQR Capital Management
Connecticut
$137M -$37.5M -76,497 -22%
CP
236
Coho Partners
Pennsylvania
$137M -$28.4M -57,971 -18%
JIC
237
Johnson Investment Counsel
Ohio
$136M +$668K +1,363 +0.5%
ASRS
238
Arizona State Retirement System
Arizona
$136M +$919K +1,875 +0.7%
Nisa Investment Advisors
239
Nisa Investment Advisors
Missouri
$134M -$9.21M -18,786 -7%
SOMRS
240
State of Michigan Retirement System
Michigan
$134M +$637K +1,300 +0.5%
MIP
241
Mondrian Investment Partners
United Kingdom
$133M +$8.41M +17,164 +8%
TG
242
TCW Group
California
$133M +$5.65M +11,529 +5%
Ninety One (UK)
243
Ninety One (UK)
United Kingdom
$132M -$24.8M -50,538 -16%
Walleye Trading
244
Walleye Trading
New York
$131M +$117M +238,888 +1,317%
CIM
245
CCLA Investment Management
United Kingdom
$130M +$1.3M +2,657 +1%
EAM
246
Eagle Asset Management
Florida
$128M +$1.58M +3,216 +1%
DnB Asset Management
247
DnB Asset Management
Norway
$127M +$19M +38,759 +18%
BPCE
248
Bank Pictet & Cie (Europe)
Germany
$127M +$17.4M +35,409 +17%
MIM
249
MetLife Investment Management
New Jersey
$126M -$297K -606 -0.2%
CRM
250
Cardano Risk Management
Netherlands
$126M +$22.8M +46,579 +23%

UNH Hedge Fund Activity: Q2 2024 in Review

3,395 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q2 2024, worth a combined $412B — up 3.5% from $398B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new UNH positions and 152 closed out — a net gain of 68 holders — while 1,514 added to existing stakes and 1,330 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $2.16B. The largest seller was Jennison Associates, cutting an estimated $1.7B.

  • 3,395 institutional investors held UnitedHealth (UNH) as of Q2 2024, up from 3,375 in Q1 2024.
  • Funds reported $412B of UnitedHealth stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 220 funds opened new UnitedHealth positions in Q2 2024 and 152 closed out, a net change of +68 holders.
  • The largest UnitedHealth buyer in Q2 2024 was Capital Research Global Investors, an estimated $2.16B added.
  • The largest UnitedHealth seller in Q2 2024 was Jennison Associates, an estimated $1.7B sold.

Based on aggregated 13F filings for Q2 2024.