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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
GC
401
Guggenheim Capital
Illinois
$51.3M +$2.45M +4,992 +5%
MAM
402
Martingale Asset Management
Massachusetts
$51.3M -$3.28M -6,692 -6%
GI
403
Gradient Investments
Minnesota
$51.1M +$3.76M +7,674 +8%
CPSAC
404
Chas P. Smith & Associates (CPS)
Florida
$51.1M +$411K +839 +0.8%
GCIM
405
Gunn & Company Investment Management
Florida
$51.1M +$45.7M +93,267 +1,317%
NSLI
406
Nan Shan Life Insurance
Taiwan
$51M
Rafferty Asset Management
407
Rafferty Asset Management
New York
$51M +$2.28M +4,643 +5%
AssetMark Inc
408
AssetMark Inc
California
$50.5M +$4.48M +9,150 +10%
Carson Wealth (CWM LLC)
409
Carson Wealth (CWM LLC)
Nebraska
$50.3M +$5.36M +10,946 +12%
USAA
410
United Services Automobile Association
Texas
$49.9M -$7.1M -14,494 -13%
Coatue Management
411
Coatue Management
New York
$49.6M +$47.8M +97,435 New
RRAM
412
River Road Asset Management
Kentucky
$49.1M +$13M +26,423 +38%
BCI
413
Brinker Capital Investments
Pennsylvania
$48.6M +$1.04M +2,126 +2%
OPS
414
Orion Portfolio Solutions
Nebraska
$48.6M +$1.04M +2,126 +2%
ACM
415
Advisors Capital Management
New Jersey
$48.4M +$3.79M +7,723 +9%
PI
416
PineBridge Investments
New York
$48.2M -$30.6M -62,384 -40%
NEI
417
Northwest & Ethical Investments
Ontario, Canada
$48.2M +$3.73M +7,605 +9%
QPBE
418
Quintet Private Bank (Europe)
Luxembourg
$47.6M -$4.75M -9,698 -10%
RMDI
419
R.M. Davis Inc
Maine
$47.3M +$894K +1,825 +2%
SCM
420
Silvant Capital Management
Georgia
$47.3M +$4M +8,170 +10%
TP
421
Thunderbird Partners
United Kingdom
$46.2M +$44.5M +90,776 New
UM
422
UniSuper Management
Australia
$46M -$9.61M -19,602 -18%
DSA
423
Davis Selected Advisers
Arizona
$46M +$216K +440 +0.5%
OAM
424
Oppenheimer Asset Management
New York
$45.7M +$4.22M +8,606 +11%
WT
425
Whittier Trust
California
$45.6M +$330K +673 +0.8%

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.