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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
Citadel Advisors
126
Citadel Advisors
Florida
$390M +$180M +368,088 +93%
Assenagon Asset Management
127
Assenagon Asset Management
Luxembourg
$387M +$189M +385,058 +103%
MIM
128
Meridiem Investment Management
United Kingdom
$369M +$54.1M +110,315 +18%
Korea Investment Corp
129
Korea Investment Corp
South Korea
$360M -$23.7M -48,442 -6%
Barrow, Hanley, Mewhinney & Strauss
130
Barrow, Hanley, Mewhinney & Strauss
Texas
$357M +$11.3M +23,129 +3%
Brown Advisory
131
Brown Advisory
Maryland
$356M +$10.6M +21,660 +3%
Chevy Chase Trust
132
Chevy Chase Trust
Maryland
$345M -$10.3M -20,957 -3%
MMH
133
Menora Mivtachim Holdings
Israel
$345M +$1.17M +2,394 +0.4%
Nomura Asset Management
134
Nomura Asset Management
Japan
$341M +$42M +85,626 +15%
Natixis Advisors
135
Natixis Advisors
Massachusetts
$341M +$63.5M +129,468 +24%
Mackenzie Financial
136
Mackenzie Financial
Ontario, Canada
$339M -$4.13M -8,428 -1%
JFL
137
Jarislowsky, Fraser Ltd
Quebec, Canada
$333M -$369K -752 -0.1%
William Blair Investment Management
138
William Blair Investment Management
Illinois
$331M -$161M -327,927 -34%
Loomis, Sayles & Company
139
Loomis, Sayles & Company
Massachusetts
$331M +$39.7M +80,986 +14%
Mitsubishi UFJ Trust & Banking
140
Mitsubishi UFJ Trust & Banking
Japan
$327M +$1.29M +2,637 +0.4%
DB
141
Danske Bank
Denmark
$326M -$35.4M -72,327 -10%
Jane Street
142
Jane Street
New York
$324M +$249M +508,317 +396%
PTC
143
Provident Trust Company
Wisconsin
$321M +$1.21M +2,471 +0.4%
Victory Capital Management
144
Victory Capital Management
Texas
$321M -$76.5M -156,033 -20%
HighTower Advisors
145
HighTower Advisors
Illinois
$312M -$9.48M -19,349 -3%
Lord, Abbett & Co
146
Lord, Abbett & Co
New Jersey
$309M -$2.53M -5,154 -0.8%
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$295M -$9.53M -19,434 -3%
Toronto Dominion Bank
148
Toronto Dominion Bank
Ontario, Canada
$295M -$30.9M -63,045 -10%
FPP
149
Findlay Park Partners
United Kingdom
$288M -$2.11M -4,300 -0.8%
SEI Investments
150
SEI Investments
Pennsylvania
$280M -$73.9M -150,848 -22%

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.