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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
PIM
426
Provident Investment Management
Michigan
$45.3M +$485K +989 +1%
CRC
427
Curi RMB Capital
Illinois
$45M +$437K +892 +1%
PP
428
Prudential plc
United Kingdom
$45M -$172K -350 -0.4%
OWP
429
Obermeyer Wealth Partners
Colorado
$44.7M -$28.9K -59 -0.1%
TMAM
430
Tokio Marine Asset Management
Japan
$44.6M +$3.24M +6,613 +8%
CAI
431
Capital Advisors Inc
Oklahoma
$44.6M -$6.21M -12,667 -13%
EHI
432
Eagle Health Investments
Connecticut
$44.3M +$42.6M +86,900 New
CI
433
Clal Insurance
Israel
$44.2M -$623K -1,272 -1%
ACI
434
Alpha Cubed Investments
California
$44M +$5.95M +12,143 +16%
OSAM
435
O'Shaughnessy Asset Management
Connecticut
$44M +$1M +2,046 +2%
DPL
436
Danica Pension Livsforsikrings
$43.5M +$9.67M +19,727 +30%
AI
437
Atria Investments
North Carolina
$43.2M +$1.94M +3,960 +5%
CCM
438
Chilton Capital Management
Texas
$43M +$3.53M +7,211 +9%
QCM
439
Quantinno Capital Management
New York
$42.7M +$4.24M +8,651 +12%
EWA
440
EP Wealth Advisors
California
$42.6M +$2.02M +4,113 +5%
AAMU
441
AEGON Asset Management (UK)
United Kingdom
$42.6M +$36.7M +74,893 +859%
DLA
442
Douglas Lane & Associates
New York
$42.6M +$5.74M +11,712 +16%
VPIM
443
Vanguard Personalized Indexing Management
California
$42.6M +$1.76M +3,589 +4%
TC
444
TownSquare Capital
Utah
$42.3M +$3.38M +6,904 +9%
UB
445
UMB Bank
Missouri
$42.2M -$11.2M -22,837 -22%
EMPI
446
Elo Mutual Pension Insurance
Finland
$42.2M -$790K -1,612 -2%
AAM
447
Aureus Asset Management
Massachusetts
$41.8M -$449K -916 -1%
UH
448
Unigestion Holding
Switzerland
$41.7M -$5.77M -11,777 -13%
Acadian Asset Management
449
Acadian Asset Management
Massachusetts
$41.5M +$5.95M +12,145 +18%
HFS
450
Hantz Financial Services
Michigan
$41.1M -$831K -1,696 -2%

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.