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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
Royal London Asset Management
76
Royal London Asset Management
United Kingdom
$744M -$65.8M -134,158 -8%
Fayez Sarofim & Co
77
Fayez Sarofim & Co
Texas
$741M +$34.1M +69,546 +5%
Bank Julius Baer & Co
78
Bank Julius Baer & Co
Switzerland
$738M -$38.3M -78,217 -6%
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$732M -$17.1M -34,960 -2%
Boston Partners
80
Boston Partners
Massachusetts
$731M +$191M +389,669 +37%
Macquarie Group
81
Macquarie Group
Australia
$722M -$49M -99,909 -7%
Citigroup
82
Citigroup
New York
$711M +$32M +65,230 +5%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$707M -$15.9M -32,402 -2%
Fidelity International
84
Fidelity International
Bermuda
$694M +$63.7M +130,003 +11%
Schroder Investment Management Group
85
Schroder Investment Management Group
United Kingdom
$671M -$49.5M -101,021 -7%
Aberdeen Group
86
Aberdeen Group
United Kingdom
$643M +$14.2M +28,967 +2%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$625M -$8.35M -17,044 -1%
Millennium Management
88
Millennium Management
New York
$623M +$490M +999,649 +449%
WCM Investment Management
89
WCM Investment Management
California
$592M +$3.28M +6,695 +0.6%
Corient Private Wealth
90
Corient Private Wealth
Florida
$583M +$28.5M +58,163 +5%
US Bancorp
91
US Bancorp
Minnesota
$573M +$2.62M +5,342 +0.5%
National Bank of Canada
92
National Bank of Canada
Quebec, Canada
$550M +$80.4M +164,055 +17%
Canada Life
93
Canada Life
Manitoba, Canada
$544M -$36.3M -74,063 -6%
LP
94
Longview Partners
Guernsey
$525M -$67.5M -137,810 -12%
AIM
95
Allen Investment Management
New York
$522M +$82M +167,240 +20%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$520M -$24.8M -50,614 -5%
D.E. Shaw & Co
97
D.E. Shaw & Co
New York
$520M +$143M +291,813 +40%
CWP
98
Capital Wealth Planning
Florida
$518M +$19.5M +39,713 +4%
Aviva
99
Aviva
United Kingdom
$517M +$19M +38,867 +4%
RCG
100
Ruane, Cunniff & Goldfarb
New York
$501M -$21.6M -44,037 -4%

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.