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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
MSU
476
Mizuho Securities USA
New York
$36.1M +$34.8M +70,966 New
FLPIM
477
F.L. Putnam Investment Management
Massachusetts
$36.1M -$2.18M -4,442 -6%
PC
478
Port Capital
Illinois
$35.9M +$1.71M +3,480 +5%
RJT
479
Raymond James Trust
Florida
$35.6M +$1.86M +3,805 +6%
SA
480
SpiderRock Advisors
Delaware
$35.5M +$3.7M +7,555 +12%
DRZID
481
DePrince Race & Zollo Inc (DRZ)
Florida
$35.5M +$6.77M +13,815 +25%
PGFC
482
Peapack-Gladstone Financial Corp
New Jersey
$35.4M -$271K -552 -0.8%
PHS
483
PFM Health Sciences
California
$35.4M +$24.5M +50,077 +259%
KRS
484
Kentucky Retirement Systems
Kentucky
$35.3M -$434K -885 -1%
PAG
485
Private Advisor Group
New Jersey
$35M +$4.02M +8,204 +14%
FT
486
Fiduciary Trust
Massachusetts
$34.9M -$865K -1,765 -3%
LOAME
487
Lombard Odier Asset Management (Europe)
United Kingdom
$34.8M +$14.1M +28,797 +73%
HIMC
488
Heritage Investors Management Corp
Maryland
$34.8M +$1.42M +2,897 +4%
HJGA
489
Hardman Johnston Global Advisors
Connecticut
$34.7M -$16.9M -34,428 -34%
Temasek Holdings
490
Temasek Holdings
Singapore
$34.6M +$33.3M +68,038 New
GGS
491
Galvin Gaustad & Stein
Arizona
$34.6M +$1.73M +3,535 +5%
ERIM
492
Eagle Ridge Investment Management
Connecticut
$34.6M -$184K -375 -0.5%
AIM
493
Artemis Investment Management
United Kingdom
$34.4M +$20.8M +42,441 +169%
PCIA
494
Prime Capital Investment Advisors
Kansas
$34.1M -$2.45M -4,992 -7%
SCTC
495
Sanibel Captiva Trust Company
Florida
$34M -$1.1M -2,238 -3%
GIM
496
Generate Investment Management
New Zealand
$34M +$4.49M +9,155 +16%
EB
497
Eastern Bank
Massachusetts
$33.9M +$3.29M +6,708 +11%
AAM
498
Auxier Asset Management
Oregon
$33.9M -$323K -660 -1%
QI
499
QV Investors
Alberta, Canada
$33.9M +$8.22M +16,780 +34%
BF
500
BOK Financial
Oklahoma
$33.7M +$910K +1,857 +3%

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.