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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
ACM
376
Alta Capital Management
Utah
$58.2M +$9.52M +19,420 +20%
PTC
377
Petrus Trust Company
Texas
$58M +$6.9M +14,069 +14%
O
378
OrbiMed
New York
$57M +$20.6M +42,000 +60%
Envestnet Portfolio Solutions
379
Envestnet Portfolio Solutions
Illinois
$56.8M +$614K +1,252 +1%
SOADOR
380
State of Alaska Department of Revenue
Alaska
$56.4M -$95.6K -195 -0.2%
IG
381
ING Group
Netherlands
$56.1M -$1.51M -3,073 -3%
GKIM
382
GW&K Investment Management
Massachusetts
$55.9M -$5.23M -10,669 -9%
ZIM
383
Zacks Investment Management
Illinois
$55.8M +$3.41M +6,961 +7%
YCM
384
Yousif Capital Management
Michigan
$55.2M -$1.28M -2,621 -2%
CFB
385
Cullen/Frost Bankers
Texas
$54.7M -$468K -955 -0.9%
HWA
386
Heritage Wealth Advisors
Virginia
$54.6M +$3.16M +6,439 +6%
WFMPM
387
Woodley Farra Manion Portfolio Management
Indiana
$54.2M +$1.67M +3,405 +3%
FLII
388
First Long Island Investors
New York
$53.9M +$2.82M +5,762 +6%
RPAM
389
Rhenman & Partners Asset Management
Sweden
$53.6M +$31.8M +64,800 +160%
PFM
390
Premier Fund Managers
United Kingdom
$53.6M
NLGIA
391
Nippon Life Global Investors Americas
New York
$53.2M -$3.55M -7,250 -6%
RPI
392
Railway Pension Investments
United Kingdom
$53.1M -$79M -161,164 -61%
FAM
393
Fred Alger Management
New York
$52.9M +$7.29M +14,880 +17%
DCM
394
Donaldson Capital Management
Indiana
$52.9M -$76K -155 -0.1%
SPIA
395
Steward Partners Investment Advisory
New York
$52.8M -$7.17M -14,627 -12%
MIS
396
Morningstar Investment Services
Illinois
$52.8M +$168K +342 +0.3%
PWAM
397
Park West Asset Management
California
$52.7M +$2.6M +5,300 +5%
AAB
398
ABN AMRO Bank
Netherlands
$52.3M -$213M -435,069 -81%
MMA
399
Mizuho Markets Americas
New York
$52.2M +$50.3M +102,584 New
KAS
400
Kestra Advisory Services
Texas
$51.6M +$69.1K +141 +0.1%

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.