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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
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.15B -$52.6M -107,234 -5%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$1.15B +$1.97M +4,012 +0.2%
Polen Capital Management
53
Polen Capital Management
Florida
$1.15B -$70.9M -144,729 -6%
American Century Companies
54
American Century Companies
Missouri
$1.13B -$387M -789,151 -26%
Mawer Investment Management
55
Mawer Investment Management
Alberta, Canada
$1.12B +$12.7M +25,895 +1%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$1.09B +$66.3M +135,329 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
57
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.01B +$83.9M +171,215 +9%
SGA
58
Sustainable Growth Advisers
Connecticut
$998M +$2.22M +4,527 +0.2%
Bessemer Group
59
Bessemer Group
New Jersey
$981M +$110M +225,177 +13%
TD Asset Management
60
TD Asset Management
Ontario, Canada
$981M -$26.7M -54,498 -3%
Arrowstreet Capital
61
Arrowstreet Capital
Massachusetts
$930M -$167M -339,830 -16%
Fiera Capital (Canada)
62
Fiera Capital (Canada)
Quebec, Canada
$919M -$90.7M -184,999 -9%
1832 Asset Management
63
1832 Asset Management
Ontario, Canada
$915M +$94.2M +192,128 +12%
VAM
64
Veritas Asset Management
United Kingdom
$912M -$14.9M -30,465 -2%
RJA
65
Raymond James & Associates
Florida
$904M +$9.08M +18,518 +1%
Vontobel Holding
66
Vontobel Holding
Switzerland
$890M +$754M +1,537,464 +733%
Allianz Asset Management
67
Allianz Asset Management
Germany
$879M +$71.6M +146,126 +9%
Stifel Financial
68
Stifel Financial
Missouri
$865M -$11.5M -23,540 -1%
Ensign Peak Advisors
69
Ensign Peak Advisors
Utah
$858M +$22.3M +45,481 +3%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$847M -$46.6M -95,060 -5%
First Manhattan
71
First Manhattan
New York
$828M -$42.1M -85,922 -5%
FCM
72
Farallon Capital Management
California
$824M -$40.8M -83,210 -5%
Principal Financial Group
73
Principal Financial Group
Iowa
$814M +$890K +1,816 +0.1%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$758M -$4.61M -9,410 -0.6%
National Pension Service
75
National Pension Service
South Korea
$755M +$12.1M +24,776 +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.