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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
MG
876
Markel Group
Virginia
$10.6M +$2.31M +4,714 +29%
NO
877
Ninety One
South Africa
$10.6M -$1.35M -2,760 -12%
IMCOOI
878
Investment Management Corp of Ontario (IMCO)
Canada
$10.5M +$2.79M +5,700 +38%
NIG
879
NFJ Investment Group
Texas
$10.5M +$10.1M +20,597 New
DJSG
880
D.J. St. Germain
Massachusetts
$10.5M -$111K -227 -1%
OCAM
881
Owl Creek Asset Management
New York
$10.4M +$10M +20,484 New
S
882
SignatureFD
Georgia
$10.4M +$62.7K +128 +0.6%
PNAA
883
Pictet North America Advisors
Switzerland
$10.4M -$7.05M -14,387 -41%
MYIA
884
Mount Yale Investment Advisors
Colorado
$10.3M +$2.07M +4,231 +26%
TH
885
TCTC Holdings
Texas
$10.3M +$262K +534 +3%
GWM
886
Greenwich Wealth Management
Connecticut
$10.3M +$7.35K +15 +0.1%
EW
887
Evexia Wealth
Wisconsin
$10.3M -$116K -237 -1%
HVIA
888
Hudson Valley Investment Advisors
New York
$10.3M +$191K +390 +2%
EARNEST Partners
889
EARNEST Partners
Georgia
$10.3M -$85.3K -174 -0.9%
TPCW
890
TD Private Client Wealth
New York
$10.3M -$259K -528 -3%
CTC (Chicago Trading Company)
891
CTC (Chicago Trading Company)
Illinois
$10.3M +$4.53M +9,249 +84%
JFGIW
892
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.3M +$5.57M +11,373 +129%
AIP
893
Ameritas Investment Partners
Nebraska
$10.3M -$121K -246 -1%
CP
894
CenterBook Partners
Connecticut
$10.2M +$2.51M +5,115 +34%
CM
895
Castleark Management
Illinois
$10.2M +$196K +400 +2%
TFA
896
Toth Financial Advisory
Virginia
$10.2M -$6.86K -14 -0.1%
SWP
897
Stratos Wealth Partners
Ohio
$10.1M -$882K -1,799 -8%
GWM
898
GDS Wealth Management
Texas
$10.1M +$1.78M +3,635 +23%
KIA
899
KCM Investment Advisors
California
$10M -$90.2K -184 -0.9%
SCA
900
Stokes Capital Advisors
South Carolina
$10M +$250K +510 +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.