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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
WorldQuant Millennium Advisors
451
WorldQuant Millennium Advisors
New York
$41M +$4.55M +9,277 +13%
NP
452
NS Partners
United Kingdom
$40.9M -$667K -1,360 -2%
SIA
453
Sit Investment Associates
Minnesota
$40.7M -$1.82M -3,723 -4%
WA
454
WestEnd Advisors
North Carolina
$40.5M +$4.81M +9,819 +14%
OPERF
455
Oregon Public Employees Retirement Fund
Oregon
$40.3M +$980 +2 +0%
EI
456
Ethic Inc
New York
$40M +$780K +1,592 +2%
Mirae Asset Global Investments
457
Mirae Asset Global Investments
South Korea
$40M -$63.1M -128,720 -60%
RT
458
Rockland Trust
Massachusetts
$39.8M +$1.21M +2,460 +3%
EWA
459
Exencial Wealth Advisors
Oklahoma
$39.7M +$3.29M +6,716 +9%
CI
460
Conning Inc
Connecticut
$39.6M -$1.58M -3,230 -4%
FMI
461
F/M Investments
District of Columbia
$39.2M +$37.8M +77,063 New
B
462
Bailard
California
$39.1M -$295K -602 -0.8%
Connor, Clark & Lunn Investment Management (CC&L)
463
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$39M -$88.2M -179,888 -70%
AF
464
Allworth Financial
California
$38.8M +$19.1M +38,901 +131%
EDRH
465
Edmond de Rothschild Holding
Switzerland
$38.6M -$25.6M -52,301 -41%
GIBU
466
Gulf International Bank (UK)
United Kingdom
$38.5M -$1.17M -2,390 -3%
SDIC
467
South Dakota Investment Council
South Dakota
$38.5M +$3.15M +6,422 +9%
CVA
468
Central Valley Advisors
California
$38.4M +$77K +157 +5%
NPT
469
National Philanthropic Trust
Pennsylvania
$37.4M -$220K -448 -0.6%
CTC
470
Central Trust Company
Missouri
$36.8M +$73K +149 +0.2%
MSRPS
471
Maryland State Retirement & Pension System
Maryland
$36.5M -$490K -999 -1%
UCFA
472
United Capital Financial Advisors
Texas
$36.5M -$4.67M -9,535 -12%
AAS
473
Avantax Advisory Services
Texas
$36.4M +$16.6M +33,872 +90%
Man Group
474
Man Group
United Kingdom
$36.4M -$45M -91,746 -56%
Renaissance Technologies
475
Renaissance Technologies
New York
$36.3M +$35M +71,326 New

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.