We are live on ! Find out more
UNH icon

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
JIM
101
Jensen Investment Management
Oregon
$492M -$193M -394,320 -29%
Adage Capital Partners
102
Adage Capital Partners
Massachusetts
$488M +$62.8M +128,078 +15%
LPC
103
Lone Pine Capital
Connecticut
$481M +$463M +944,317 New
KBC Group
104
KBC Group
Belgium
$464M +$87M +177,580 +24%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$460M -$61.1M -124,651 -12%
Truist Financial
106
Truist Financial
North Carolina
$458M +$140M +286,122 +47%
Baillie Gifford & Co
107
Baillie Gifford & Co
United Kingdom
$455M +$402M +821,050 +1,125%
DekaBank Deutsche Girozentrale
108
DekaBank Deutsche Girozentrale
Germany
$455M +$2.65M +5,405 +0.6%
MAM
109
Magellan Asset Management
Australia
$454M +$4.19M +8,547 +1%
GAM
110
GuardCap Asset Management
United Kingdom
$449M -$57M -116,303 -12%
New York State Teachers Retirement System (NYSTRS)
111
New York State Teachers Retirement System (NYSTRS)
New York
$449M -$20.2M -41,124 -4%
Prudential Financial
112
Prudential Financial
New Jersey
$445M -$51M -104,036 -11%
Neuberger Berman Group
113
Neuberger Berman Group
New York
$445M -$50.5M -102,971 -11%
Handelsbanken Fonder
114
Handelsbanken Fonder
Sweden
$442M +$14M +28,615 +3%
EIP
115
Epoch Investment Partners
New York
$441M +$41.3M +84,167 +11%
PAM
116
PineStone Asset Management
Quebec, Canada
$438M +$141M +288,111 +50%
APG Asset Management
117
APG Asset Management
Netherlands
$434M -$25.9M -52,918 -5%
Pictet Asset Management
118
Pictet Asset Management
Switzerland
$431M -$19.5M -39,869 -5%
MPI
119
Mairs & Power Inc
Minnesota
$430M +$13.9M +28,289 +3%
LPL Financial
120
LPL Financial
California
$423M +$18.9M +38,479 +5%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$419M -$130M -265,595 -24%
RJFSA
122
Raymond James Financial Services Advisors
Florida
$415M +$9.44M +19,266 +2%
Public Employees Retirement Association of Colorado
123
Public Employees Retirement Association of Colorado
Colorado
$412M -$1.89M -3,854 -0.5%
CI Investments Inc
124
CI Investments Inc
Ontario, Canada
$404M -$45.8M -93,506 -11%
Nordea Investment Management
125
Nordea Investment Management
Sweden
$390M -$443M -903,204 -54%

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.