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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
CFG
626
Citizens Financial Group
Rhode Island
$20.6M +$3.98M +8,124 +25%
GVAG
627
Great Valley Advisor Group
Delaware
$20.6M +$814K +1,660 +4%
SMFG
628
Sumitomo Mitsui Financial Group
Japan
$20.6M +$1.89M +3,864 +11%
GBA
629
Garrison Bradford & Associates
New York
$20.5M -$1.09M -2,223 -5%
TAM
630
Trillium Asset Management
Massachusetts
$20.5M -$16.2K -33 -0.1%
NTIC
631
Napean Trading & Investment Company
Singapore
$20.5M +$1.36M +2,767 +7%
PP
632
Patten & Patten
Tennessee
$20.4M +$179K +366 +0.9%
FGP
633
Foyston, Gordon, & Payne
Ontario, Canada
$20.4M +$3.12M +6,368 +19%
OAC
634
OMERS Administration Corp
Ontario, Canada
$20.4M +$19.7M +40,096 New
EPFB
635
Employees Provident Fund Board
Malaysia
$20.4M +$19.6M +40,000 New
GF
636
Gabelli Funds
New York
$20.4M -$360K -735 -2%
BMCM
637
Bryn Mawr Capital Management
Pennsylvania
$20.3M +$589K +1,202 +3%
OCAM
638
Onex Canada Asset Management
Ontario, Canada
$20.3M +$2.15M +4,383 +12%
EOJOAM
639
E. Ohman J:or Asset Management
Sweden
$20.3M +$823K +1,680 +4%
WAS
640
Wesleyan Assurance Society
United Kingdom
$20.3M +$3.8M +7,750 +24%
LMIM
641
Lockheed Martin Investment Management
Maryland
$20.3M +$108K +220 +0.6%
KCM
642
Kingdon Capital Management
New York
$20.2M +$19.5M +39,700 New
SIC
643
Salem Investment Counselors
North Carolina
$20.2M +$436K +889 +2%
SAM
644
Sawgrass Asset Management
Florida
$20M -$328K -669 -2%
IAA
645
Independent Advisor Alliance
North Carolina
$20M +$462K +942 +2%
BFEC
646
Benjamin F. Edwards & Company
Missouri
$19.9M +$868K +1,770 +5%
MFAM
647
Motley Fool Asset Management
Virginia
$19.9M +$4.38M +8,937 +29%
MYAM
648
Meiji Yasuda Asset Management
Japan
$19.8M -$233K -475 -1%
AA
649
ALPS Advisors
Colorado
$19.8M -$894K -1,825 -4%
AP
650
Appleton Partners
Massachusetts
$19.7M -$121K -247 -0.6%

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.