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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
CTI
526
Community Trust & Investment
Kentucky
$29.9M -$435K -887 -1%
ECM
527
ExodusPoint Capital Management
New York
$29.7M +$11.9M +24,344 +72%
BS
528
Banco Santander
Spain
$29.6M -$157K -320 -0.5%
CBUSF
529
Construction & Building Unions Superannuation Fund
Australia
$29.6M
SAI
530
Systematic Alpha Investments
New Jersey
$29.2M
IMRF
531
Illinois Municipal Retirement Fund
Illinois
$29.1M -$6.66M -13,592 -19%
SBH
532
Segall Bryant & Hamill
Illinois
$29M +$775K +1,582 +3%
NOCM
533
Night Owl Capital Management
Connecticut
$28.5M -$294K -599 -1%
ONB
534
Old National Bancorp
Indiana
$28.4M +$1.43M +2,925 +6%
BAMCO Inc
535
BAMCO Inc
New York
$28.4M -$743K -1,516 -3%
PDM
536
Penn Davis McFarland
Texas
$28.3M -$86.3K -176 -0.3%
Kayne Anderson Rudnick Investment Management
537
Kayne Anderson Rudnick Investment Management
California
$28.1M -$7.78M -15,876 -22%
RC
538
RBF Capital
California
$28M
BAM
539
Bell Asset Management
Australia
$28M +$953K +1,944 +4%
CA
540
Commerzbank Aktiengesellschaft
Germany
$27.9M -$15.8M -32,236 -37%
VI
541
Vestcor Inc
New Brunswick, Canada
$27.5M +$64.7K +132 +0.2%
BPWM
542
Badgley Phelps Wealth Managers
Washington
$27.5M -$391K -797 -1%
FFN
543
Focus Financial Network
Minnesota
$27.4M -$3.54M -7,217 -13%
TRCT
544
Tower Research Capital (TRC)
New York
$27.3M +$2.83M +5,778 +12%
TW
545
Trajan Wealth
Arizona
$27.3M +$768K +1,566 +3%
WB
546
WesBanco Bank
West Virginia
$27.2M -$1.49M -3,034 -5%
AAF
547
Andra AP-fonden
Sweden
$27M -$7.79M -15,900 -23%
ACA
548
Aptus Capital Advisors
Alabama
$27M +$3.71M +7,577 +17%
SAM
549
Securian Asset Management
Minnesota
$27M -$762K -1,555 -3%
BCP
550
Blue Chip Partners
Michigan
$26.9M +$780K +1,591 +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.