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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
TAF
201
Tredje AP-fonden
Sweden
$194M +$27.2M +55,500 +17%
CWM
202
CIBC World Markets
New York
$191M +$36.3M +73,981 +25%
SCM
203
Steadfast Capital Management
New York
$188M +$181M +369,366 New
MSV
204
MN Services Vermogensbeheer
Netherlands
$186M -$4.17M -8,500 -2%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$184M +$1.58M +3,218 +0.9%
Marshall Wace
206
Marshall Wace
United Kingdom
$184M +$130M +264,801 +276%
PCM
207
Penserra Capital Management
California
$183M +$14.4M +29,352 +9%
CIBC Asset Management
208
CIBC Asset Management
Ontario, Canada
$182M -$6.13M -12,497 -3%
EWM
209
Evercore Wealth Management
New York
$179M +$4.82M +9,843 +3%
CG
210
Carmignac Gestion
France
$177M +$171M +348,152 New
State of Tennessee, Department of Treasury
211
State of Tennessee, Department of Treasury
Tennessee
$176M -$12.9M -26,322 -7%
AAMU
212
APG Asset Management US
New York
$174M +$8.7M +17,747 +5%
State of New Jersey Common Pension Fund D
213
State of New Jersey Common Pension Fund D
New Jersey
$173M -$92.9M -189,467 -36%
IIM
214
INTECH Investment Management
Florida
$172M +$1.64M +3,348 +1%
GLA
215
Great Lakes Advisors
Illinois
$168M +$15.2M +30,938 +10%
DC
216
Davenport & Co
Virginia
$167M +$27.9M +56,995 +21%
SMDAM
217
Sumitomo Mitsui DS Asset Management
Japan
$166M +$3.88M +7,918 +2%
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$164M +$5.76M +11,761 +4%
MNA
219
Manning & Napier Advisors
New York
$162M +$156M +317,514 New
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
$161M -$3.09M -6,307 -2%
BBHC
221
Brown Brothers Harriman & Co
New York
$160M -$288K -587 -0.2%
BPC
222
Banque Pictet & Cie
Switzerland
$160M +$32.2M +65,629 +26%
Balyasny Asset Management
223
Balyasny Asset Management
Illinois
$160M -$2.67M -5,447 -2%
BIM
224
Bridges Investment Management
Nebraska
$157M +$98.5M +200,903 +188%
Calamos Advisors
225
Calamos Advisors
Illinois
$155M -$5.87M -11,974 -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.