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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
HWM
576
HB Wealth Management
Georgia
$25.2M +$2.26M +4,608 +10%
MPWT
577
MassMutual Private Wealth & Trust
Connecticut
$24.7M +$138K +282 +0.6%
CA
578
Cornerstone Advisors
North Carolina
$24.4M
A
579
Allianz
Germany
$24.3M -$599K -1,223 -2%
TAM
580
Todd Asset Management
Kentucky
$24.2M -$8.82M -17,989 -27%
MFIM
581
Mesirow Financial Investment Management
Illinois
$24.2M -$584K -1,191 -2%
CCP
582
Caden Capital Partners
California
$24.2M +$23.3M +47,451 New
CAM
583
Congress Asset Management
Massachusetts
$24.1M -$9.36M -19,104 -29%
NMERB
584
New Mexico Educational Retirement Board
New Mexico
$23.7M
DIA
585
Dana Investment Advisors
Wisconsin
$23.7M -$1.04M -2,126 -4%
NCM
586
Novare Capital Management
North Carolina
$23.6M +$198K +403 +0.9%
CFM
587
Coronation Fund Managers
South Africa
$23.5M -$23M -46,900 -50%
NCM
588
Narwhal Capital Management
Georgia
$23.3M -$230K -470 -1%
BHCM
589
Brevan Howard Capital Management
Jersey
$23.2M +$19.8M +40,367 +766%
VC
590
Vestor Capital
Illinois
$23.1M +$16.6M +33,895 +296%
CL
591
CIM LLC
New York
$22.7M -$644K -1,314 -3%
CCM
592
Copeland Capital Management
Pennsylvania
$22.7M +$763K +1,556 +4%
BCV
593
Banque Cantonale Vaudoise
Switzerland
$22.6M +$2.69M +5,493 +14%
WTC
594
WhitTier Trust Company
Nevada
$22.5M -$18.1K -37 -0.1%
KCM
595
Kennedy Capital Management
Missouri
$22.5M +$5.95M +12,148 +38%
CA
596
Callahan Advisors
Texas
$22.5M -$13.7K -28 -0.1%
AL
597
Arnhold LLC
New York
$22.4M +$6.61M +13,487 +44%
BC
598
Burney Company
Virginia
$22.3M -$916K -1,869 -4%
CWM
599
Calamos Wealth Management
Illinois
$22.3M +$207K +423 +1%
SW
600
Simplicity Wealth
New Jersey
$22.3M +$5.98M +12,199 +39%

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.