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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
Invesco
26
Invesco
Georgia
$2.71B -$10.6M -21,592 -0.4%
Sanders Capital
27
Sanders Capital
Florida
$2.64B +$78.1M +159,346 +3%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$2.53B -$170M -347,342 -7%
ClearBridge Investments
29
ClearBridge Investments
New York
$2.52B -$153M -312,365 -6%
Goldman Sachs
30
Goldman Sachs
New York
$2.51B -$246M -501,861 -9%
T. Rowe Price Investment Management
31
T. Rowe Price Investment Management
Maryland
$2.44B +$135M +275,309 +6%
Deutsche Bank
32
Deutsche Bank
Germany
$2.1B +$12.1M +24,651 +0.6%
DZ Bank
33
DZ Bank
Germany
$2B +$1.21B +2,463,852 +168%
Dodge & Cox
34
Dodge & Cox
California
$2B -$12M -24,560 -0.6%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$1.94B +$431M +880,183 +30%
Amundi
36
Amundi
France
$1.93B +$316M +645,238 +20%
Ameriprise
37
Ameriprise
Minnesota
$1.92B +$10.4M +21,149 +0.6%
Barclays
38
Barclays
United Kingdom
$1.61B -$356M -727,141 -19%
Canada Pension Plan Investment Board
39
Canada Pension Plan Investment Board
Ontario, Canada
$1.59B +$247M +504,461 +19%
Fisher Asset Management
40
Fisher Asset Management
Washington
$1.57B +$57.6M +117,603 +4%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$1.47B +$131M +266,495 +10%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.39B -$19.6M -40,000 -1%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$1.36B -$147M -300,831 -10%
Mitsubishi UFJ Asset Management
44
Mitsubishi UFJ Asset Management
Japan
$1.35B +$171M +348,438 +15%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$1.32B -$61.3M -124,968 -5%
Lazard Asset Management
46
Lazard Asset Management
New York
$1.28B +$230M +468,627 +23%
OAG
47
Orbis Allan Gray
Bermuda
$1.2B +$266M +541,705 +30%
Tiger Global Management
48
Tiger Global Management
New York
$1.2B +$1.15B +2,347,600 New
Swedbank
49
Swedbank
Sweden
$1.19B +$1.15B +2,336,815 New
Eagle Capital Management (New York)
50
Eagle Capital Management (New York)
New York
$1.17B +$337M +687,328 +43%

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.