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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
GIA
551
Guyasuta Investment Advisors
Pennsylvania
$26.9M -$341K -696 -1%
WJWM
552
Williams Jones Wealth Management
New York
$26.8M -$5.08M -10,363 -16%
EC
553
Eminence Capital
New York
$26.7M +$25.7M +52,344 New
MGP
554
Metis Global Partners
California
$26.6M +$130K +266 +0.5%
LSERS
555
Louisiana State Employees Retirement System
Louisiana
$26.5M -$833K -1,700 -3%
DOA
556
D'Orazio & Associates
Virginia
$26.5M -$157K -321 -0.6%
BBVA
557
Banco Bilbao Vizcaya Argentaria
Spain
$26.5M -$4.43M -9,039 -15%
JFG
558
Jefferies Financial Group
New York
$26.4M -$499K -1,018 -2%
SFM
559
Stack Financial Management
Montana
$26.1M +$70.1K +143 +0.3%
CP
560
Cumberland Partners
Ontario, Canada
$26.1M -$5.7M -11,635 -19%
Twin Tree Management
561
Twin Tree Management
Texas
$26.1M +$6.4M +13,067 +34%
OCM
562
Osterweis Capital Management
California
$26.1M +$24.8M +50,513 +7,880%
AAP
563
Aristotle Atlantic Partners
Florida
$26M -$151K -308 -0.6%
HTHT
564
Hemenway Trust Hemenway Trust
New Hampshire
$25.8M +$440K +898 +2%
GCC
565
Guardian Capital (Canada)
Ontario, Canada
$25.8M -$2.61M -5,333 -10%
SF
566
Synovus Financial
Georgia
$25.8M -$2.05M -4,191 -8%
VLKIM
567
Van Lanschot Kempen Investment Management
Netherlands
$25.8M +$6.13M +12,517 +33%
MYLI
568
Meiji Yasuda Life Insurance
Japan
$25.7M +$5.54M +11,313 +29%
CIC
569
Chilton Investment Company
Connecticut
$25.7M -$18.5M -37,827 -43%
CSIC
570
Clifford Swan Investment Counsel
California
$25.6M +$1.14M +2,328 +5%
CCM
571
Cohen Capital Management
California
$25.5M +$24.5K +50 +0.1%
MCM
572
Moore Capital Management
New York
$25.5M +$24.5M +50,000 New
SCA
573
Snowden Capital Advisors
New York
$25.4M +$424K +865 +2%
FNBT
574
FineMark National Bank & Trust
Florida
$25.4M +$7.05M +14,386 +41%
MCM
575
Mill Capital Management
North Carolina
$25.3M +$413K +842 +2%

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.