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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
FPCG
326
Fort Pitt Capital Group
Pennsylvania
$78.4M +$75.4M +153,889 New
FCI
327
Financial Counselors Inc
Kansas
$78.2M +$4.15M +8,476 +6%
VMPIC
328
Varma Mutual Pension Insurance Co
Finland
$77.5M -$2.86M -5,838 -4%
Pathstone Holdings
329
Pathstone Holdings
New Jersey
$77.5M +$1.16M +2,374 +2%
URS
330
Utah Retirement Systems
Utah
$77.2M -$4.82M -9,840 -6%
VIP
331
Vantage Investment Partners
Missouri
$76.5M -$924K -1,886 -1%
ASC
332
Atalanta Sosnoff Capital
New York
$75.9M +$663K +1,353 +0.9%
CLGM
333
Capitolis Liquid Global Markets
New York
$75.5M
MPM
334
MBB Public Markets
Illinois
$74.6M +$37.7M +76,827 +110%
Thrivent Financial for Lutherans
335
Thrivent Financial for Lutherans
Minnesota
$72.2M -$1.14M -2,333 -2%
NYLIM
336
New York Life Investment Management
New York
$72M +$377K +769 +0.5%
LCP
337
LGT Capital Partners
Switzerland
$71.8M -$3.2M -6,524 -4%
X
338
Xponance
Pennsylvania
$71.5M -$32.3M -65,816 -32%
FWCM
339
Ferguson Wellman Capital Management
Oregon
$71.4M -$3.08M -6,278 -4%
VDI
340
Vaughan David Investments
Illinois
$71.2M -$72.5K -148 -0.1%
HPG
341
Harvest Portfolios Group
Ontario, Canada
$71.1M +$271K +552 +0.4%
NC
342
Nicholas Company
Wisconsin
$71.1M +$10.5M +21,340 +18%
Mirae Asset Global ETFs Holdings
343
Mirae Asset Global ETFs Holdings
Hong Kong
$70.3M +$67.7M +138,127 New
AT
344
AMF Tjänstepension
Sweden
$70.1M -$29.2M -59,621 -30%
CM
345
Cercano Management
Washington
$70.1M +$8.08M +16,488 +14%
MML Investors Services
346
MML Investors Services
Massachusetts
$69.6M -$13.4M -27,275 -17%
HCM
347
Hollencrest Capital Management
California
$69.4M -$11.3K -23 -0%
HNB
348
Huntington National Bank
Ohio
$69.3M -$18M -36,635 -21%
BTCPP
349
Border to Coast Pensions Partnership
United Kingdom
$68.9M -$2.36M -4,816 -3%
PAM
350
Panagora Asset Management
Massachusetts
$68M +$9.31M +18,992 +17%

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.