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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
JHP
276
James Hambro & Partners
United Kingdom
$111M +$5.93M +12,106 +6%
GIA
277
Gateway Investment Advisers
Ohio
$111M -$3.57M -7,285 -3%
RFC
278
Regions Financial Corp
Alabama
$111M -$1.92M -3,921 -2%
MIF
279
Mediolanum International Funds
Ireland
$109M +$7.2M +14,690 +7%
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$106M +$382K +779 +0.4%
ACM
281
Argent Capital Management
Missouri
$106M +$10.5M +21,389 +12%
BG
282
Bellevue Group
Switzerland
$105M +$27.9M +56,956 +38%
Westfield Capital Management
283
Westfield Capital Management
Massachusetts
$104M -$109M -222,183 -52%
COPPSERS
284
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$103M -$434K -885 -0.4%
FAFTFSNP
285
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$103M +$99M +202,018 New
CCMG
286
Clark Capital Management Group
Pennsylvania
$102M -$10.2M -20,828 -9%
BFS
287
Bradley Foster & Sargent
Connecticut
$102M +$26M +53,099 +36%
MG
288
Marex Group
$102M +$35.3M +71,967 +57%
KeyBank National Association
289
KeyBank National Association
Ohio
$101M -$2.09M -4,255 -2%
ERSOT
290
Employees Retirement System of Texas
Texas
$101M +$8.23M +16,800 +9%
EAM
291
Erste Asset Management
Austria
$101M +$4.7M +9,594 +5%
Creative Planning
292
Creative Planning
Kansas
$101M +$3.74M +7,628 +4%
GT
293
Glenmede Trust
Pennsylvania
$99.4M -$14.4M -29,457 -13%
M&T Bank
294
M&T Bank
New York
$99.1M +$2.33M +4,753 +3%
CIBC World Market
295
CIBC World Market
Ontario, Canada
$98.9M -$6.22M -12,681 -6%
Focus Partners Wealth
296
Focus Partners Wealth
Massachusetts
$97.9M +$22.2M +45,262 +31%
II
297
IFM Investors
Australia
$96.9M +$701K +1,430 +0.8%
AB
298
Amalgamated Bank
New York
$95.1M -$6.2M -12,657 -6%
ABI
299
Abrams Bison Investments
Maryland
$94.7M +$91.2M +186,000 New
AL
300
Appaloosa LP
New Jersey
$94.2M -$7.35M -15,000 -8%

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.