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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
Pacer Advisors
501
Pacer Advisors
Pennsylvania
$33.5M +$1.73M +3,525 +6%
PAM
502
Palisade Asset Management
Minnesota
$33.5M +$1.02M +2,089 +3%
ATI
503
Act Two Investors
California
$33.5M +$2.17M +4,420 +7%
SEM
504
Suncoast Equity Management
Florida
$33.4M +$582K +1,187 +2%
WP
505
Wedgewood Partners
Missouri
$33.3M -$624K -1,273 -2%
MCM
506
Maple Capital Management
Vermont
$33M +$1.38M +2,809 +5%
PCM
507
Polaris Capital Management
Massachusetts
$32.9M -$985K -2,010 -3%
AC
508
AltraVue Capital
Washington
$32.7M
ICP
509
Ironvine Capital Partners
Nebraska
$32.4M +$420K +857 +1%
BPA
510
Beacon Pointe Advisors
California
$32.4M +$2.64M +5,387 +9%
HPC
511
HM Payson & Co
Maine
$32.3M -$26.7M -54,501 -46%
FMII
512
Farmers & Merchants Investments Inc
Nebraska
$32.2M -$113K -231 -0.4%
SYBT
513
Stock Yards Bank & Trust
Kentucky
$32.1M +$91.2K +186 +0.3%
Wealthfront Advisers
514
Wealthfront Advisers
California
$32.1M -$2.95M -6,012 -9%
IC
515
IEQ Capital
California
$31.9M +$1.36M +2,775 +5%
FBB
516
Fulton Breakefield Broenniman
Maryland
$31.8M -$612K -1,249 -2%
ST
517
Sabal Trust
Florida
$31.7M -$168K -343 -0.5%
QC
518
Quadrature Capital
United Kingdom
$31.3M -$29.8M -60,750 -50%
LA
519
LBP AM
France
$31.2M +$5.4M +11,015 +22%
ABC
520
Associated Banc-Corp
Wisconsin
$30.7M -$39.7K -81 -0.1%
CIP
521
Chartwell Investment Partners
Pennsylvania
$30.7M -$3.82M -7,786 -11%
RWP
522
RWA Wealth Partners
Massachusetts
$30.3M +$10.8M +21,956 +58%
CNAM
523
Campbell Newman Asset Management
Wisconsin
$30.1M -$519K -1,058 -2%
HIMCH
524
Hartford Investment Management Co (HIMCO)
Connecticut
$30M -$387K -790 -1%
OC
525
Oppenheimer & Co
New York
$29.9M -$778K -1,587 -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.