We are live on ! Find out more
UNH icon

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
DCP
351
Distillate Capital Partners
Illinois
$66M +$63.6M +129,663 +563,752%
PCH
352
Polar Capital Holdings
United Kingdom
$65.7M +$8.79M +17,944 +16%
Federated Hermes
353
Federated Hermes
Pennsylvania
$65.6M -$37.2M -75,956 -37%
TIAA Trust, National Association
354
TIAA Trust, National Association
North Carolina
$64.7M -$3.06M -6,236 -5%
CIP
355
Cornerstone Investment Partners
Georgia
$64M -$819K -1,671 -1%
KCM
356
Kensico Capital Management
Connecticut
$63.2M +$60.8M +124,100 New
MOACM
357
Mutual of America Capital Management
New York
$62.9M -$1.23M -2,503 -2%
GAM
358
Groupama Asset Management
France
$62.9M +$9.04M +18,447 +18%
AWM
359
AE Wealth Management
Kansas
$62.7M +$15.2M +30,995 +34%
NA
360
NewEdge Advisors
Louisiana
$62.7M +$6.82M +13,924 +13%
IMPI
361
Ilmarinen Mutual Pension Insurance
Finland
$62.1M -$3.33M -6,800 -5%
Tudor Investment Corp
362
Tudor Investment Corp
Connecticut
$61.9M -$7.46M -15,218 -11%
MME
363
Meag Munich Ergo
Germany
$61.9M +$941K +1,920 +2%
DILIC
364
Dai-ichi Life Insurance Company
Japan
$61.8M +$2.23M +4,542 +4%
SA
365
Sanctuary Advisors
Indiana
$61.5M +$60.9M +124,194 New
CB
366
Commerce Bank
Missouri
$60.8M -$1.49M -3,041 -2%
Lido Advisors
367
Lido Advisors
California
$60.7M +$3.97M +8,106 +7%
SAM
368
SP Asset Management
California
$60.7M +$2.57M +5,237 +5%
AIM
369
Achmea Investment Management
Netherlands
$60.5M -$1.16M -2,367 -2%
Cambridge Investment Research Advisors
370
Cambridge Investment Research Advisors
Iowa
$59.5M -$3.2M -6,522 -5%
Primecap Management
371
Primecap Management
California
$59.3M +$2.13M +4,350 +4%
AF
372
Aviso Financial
Ontario, Canada
$59.2M +$57M +116,285 New
OIAM
373
OFI Invest Asset Management
France
$58.9M -$1.26M -2,563 -2%
AA
374
Ancora Advisors
Ohio
$58.8M -$51.5K -105 -0.1%
Capital Fund Management (CFM)
375
Capital Fund Management (CFM)
France
$58.7M -$30.8M -62,850 -35%

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.