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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
Cerity Partners
176
Cerity Partners
New York
$226M +$23.7M +48,400 +12%
Viking Global Investors
177
Viking Global Investors
Connecticut
$225M -$451M -919,412 -68%
Public Sector Pension Investment Board (PSP Investments)
178
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$222M +$44.6M +91,022 +26%
ROIC
179
Route One Investment Company
California
$222M +$25.7M +52,350 +14%
A
180
AustralianSuper
Australia
$220M +$25.7M +52,484 +14%
HTC
181
Haverford Trust Company
Pennsylvania
$220M -$8.51M -17,355 -4%
Skandinaviska Enskilda Banken (SEB)
182
Skandinaviska Enskilda Banken (SEB)
Sweden
$219M -$49.4M -100,742 -19%
N
183
Natixis
France
$218M +$34.8M +71,091 +20%
SC
184
Scotia Capital
Ontario, Canada
$217M +$1.49M +3,041 +0.7%
Ohio Public Employees Retirement System (OPERS)
185
Ohio Public Employees Retirement System (OPERS)
Ohio
$215M -$19.4M -39,573 -9%
Baird Financial Group
186
Baird Financial Group
Wisconsin
$215M -$19.8M -40,457 -9%
Treasurer of the State of North Carolina
187
Treasurer of the State of North Carolina
North Carolina
$215M -$10.7M -21,794 -5%
FI
188
Focused Investors
California
$212M +$19.9M +40,600 +11%
SG Americas Securities
189
SG Americas Securities
New York
$212M +$146M +297,130 +250%
Retirement Systems of Alabama
190
Retirement Systems of Alabama
Alabama
$211M -$6.72M -13,719 -3%
First Eagle Investment Management
191
First Eagle Investment Management
New York
$209M +$183M +372,701 +964%
VOYA Investment Management
192
VOYA Investment Management
Georgia
$207M -$19.7M -40,210 -9%
Wealth Enhancement Advisory Services
193
Wealth Enhancement Advisory Services
Minnesota
$207M +$659K +1,344 +0.3%
UE
194
Unisphere Establishment
Liechtenstein
$204M -$13.7M -28,000 -7%
WIM
195
Waverton Investment Management
United Kingdom
$202M +$18.5M +37,741 +10%
FMI
196
Fiduciary Management Inc
Wisconsin
$201M -$11M -22,462 -5%
Bank of Nova Scotia
197
Bank of Nova Scotia
Ontario, Canada
$201M +$114M +232,220 +143%
William Blair & Company
198
William Blair & Company
Illinois
$198M +$3.39M +6,912 +2%
Allspring Global Investments
199
Allspring Global Investments
North Carolina
$197M -$9.21M -18,784 -5%
Mercer Global Advisors
200
Mercer Global Advisors
Colorado
$197M +$31.2M +63,742 +20%

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.