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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
AIG
3401
American International Group
New York
-$118M -237,675 Closed
Voloridge Investment Management
3402
Voloridge Investment Management
Florida
-$106M -214,311 Closed
CS
3403
Clear Street
New York
-$98.9M -200,000 Closed
TPSF
3404
Texas Permanent School Fund
Texas
-$94.6M -191,190 Closed
Two Sigma Advisers
3405
Two Sigma Advisers
New York
-$90.7M -183,300 Closed
DCP
3406
D1 Capital Partners
New York
-$77.2M -156,000 Closed
SC
3407
Samlyn Capital
New York
-$53.9M -108,929 Closed
FNF
3408
Fidelity National Financial
Florida
-$24.7M -50,000 Closed
LIP
3409
Liontrust Investment Partners
United Kingdom
-$20.8M -42,000 Closed
MPMG
3410
Minneapolis Portfolio Management Group
Minnesota
-$19.1M -38,528 Closed
MLICM
3411
Metropolitan Life Insurance Company (MetLife)
New York
-$18.5M -37,306 Closed
PD
3412
Point72 (DIFC)
United Arab Emirates
-$17.3M -35,305 Closed
UAM
3413
UAS Asset Management
New York
-$15.6M -31,537 Closed
WI
3414
Wafra Inc
New York
-$12.1M -24,535 Closed
WAS
3415
WESPAC Advisors SoCal
California
-$10.1M -20,508 Closed
BCM
3416
Bornite Capital Management
New York
-$9.89M -20,000 Closed
EW
3417
Evoke Wealth
California
-$9.78M -19,760 Closed
LNC
3418
Lincoln National Corp
Pennsylvania
-$8.18M -16,528 Closed
MCM
3419
Mitchell Capital Management
Kansas
-$7.99M -16,148 Closed
ET
3420
Entropy Technologies
New York
-$7.51M -15,176 Closed
NG
3421
NatWest Group
United Kingdom
-$6.86M -13,863 Closed
GCA
3422
Greenwood Capital Associates
South Carolina
-$6.54M -13,226 Closed
KOC
3423
Koss-Olinger Consulting
Florida
-$5.31M -10,728 Closed
OTPPB
3424
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$5.17M -10,451 Closed
HWM
3425
Heirloom Wealth Management
Colorado
-$5.12M -10,343 Closed

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.