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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
BGCP
301
Bristol Gate Capital Partners
Ontario, Canada
$94.2M +$6.06M +12,372 +7%
SLAM
302
Swiss Life Asset Management
$93.4M -$1.35M -2,755 -1%
CII
303
Capital International Inc
California
$91.7M +$8.62M +17,597 +11%
Daiwa Securities Group
304
Daiwa Securities Group
Japan
$91.5M +$5.2M +10,601 +6%
FTF
305
Freedom Together Foundation
New York
$91.3M -$18.1M -37,000 -17%
QCM
306
QRG Capital Management
Illinois
$91.2M +$1.05M +2,144 +1%
Luther King Capital Management (LKCM)
307
Luther King Capital Management (LKCM)
Texas
$91.2M +$4.64M +9,477 +6%
BCM
308
Bowie Capital Management
Texas
$90.8M +$20M +40,734 +30%
AM
309
AGF Management
Ontario, Canada
$90.4M -$54.8M -111,865 -39%
BCWM
310
Bartlett & Co Wealth Management
Ohio
$90.4M +$883K +1,801 +1%
CNB
311
Czech National Bank
Czech Republic
$89.3M +$6.2M +12,648 +8%
MCM
312
MAI Capital Management
Ohio
$88.9M +$12.9M +26,241 +18%
SC
313
Sapient Capital
Indiana
$88.6M -$3.17M -6,476 -4%
RG
314
Rathbones Group
United Kingdom
$87.2M +$1.95M +3,975 +2%
Group One Trading
315
Group One Trading
Illinois
$86.9M +$71.7M +146,197 +599%
VVP
316
Vulcan Value Partners
Alabama
$85.1M -$5.77M -11,771 -7%
LWCA
317
Locust Wood Capital Advisers
New York
$84.9M +$17.6M +36,010 +28%
SCM
318
Suvretta Capital Management
New York
$82.2M +$71.7M +146,345 +968%
TWC
319
TD Waterhouse Canada
Ontario, Canada
$81.8M -$3.26M -6,660 -4%
VanEck Associates
320
VanEck Associates
New York
$81.4M +$2.7M +5,505 +4%
Squarepoint
321
Squarepoint
New York
$81.3M -$158M -322,339 -67%
MF
322
Magnetar Financial
Illinois
$81.1M +$39.2M +79,898 +101%
Kovitz Investment Group Partners
323
Kovitz Investment Group Partners
Illinois
$80.1M +$59.3M +120,922 +333%
MGM
324
Manchester Global Management
United Kingdom
$78.9M +$8.58M +17,500 +13%
RP
325
Riverbridge Partners
Minnesota
$78.8M -$1.42M -2,896 -2%

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.