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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$42.8B -$224M -456,897 -0.5%
BlackRock
2
BlackRock
New York
$37.4B -$118M -241,661 -0.3%
State Street
3
State Street
Massachusetts
$22.9B -$354M -722,705 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$16.7B -$1.46B -2,970,654 -8%
Capital World Investors
5
Capital World Investors
California
$14.3B -$146M -298,817 -1%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$13.3B -$20.7M -42,324 -0.2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$13.2B +$784M +1,600,285 +7%
JP Morgan Chase
8
JP Morgan Chase
New York
$12.4B +$249M +508,295 +2%
Morgan Stanley
9
Morgan Stanley
New York
$10.2B -$67.3M -137,269 -0.7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$9.81B +$183M +374,005 +2%
Capital Research Global Investors
11
Capital Research Global Investors
California
$8.95B +$2.16B +4,414,540 +34%
Capital International Investors
12
Capital International Investors
California
$6.78B +$890M +1,815,104 +16%
Norges Bank
13
Norges Bank
Norway
$5.96B -$138M -281,789 -2%
Northern Trust
14
Northern Trust
Illinois
$4.61B -$82.1M -167,464 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.33B -$172M -351,331 -4%
Wells Fargo
16
Wells Fargo
California
$4.16B +$50.9M +103,843 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$4.09B +$17.4M +35,533 +0.4%
AllianceBernstein
18
AllianceBernstein
Tennessee
$4.03B -$1.22B -2,494,658 -24%
Franklin Resources
19
Franklin Resources
California
$4.01B +$192M +392,679 +5%
N
20
Nuveen
North Carolina
$3.81B +$111M +225,498 +3%
Bank of America
21
Bank of America
North Carolina
$3.41B -$1.35B -2,752,928 -29%
Charles Schwab
22
Charles Schwab
California
$3.31B +$59.2M +120,777 +2%
Legal & General Group
23
Legal & General Group
United Kingdom
$3.24B -$195M -398,121 -6%
UBS AM
24
UBS AM
Illinois
$3.22B +$434M +885,242 +16%
UBS Group
25
UBS Group
Switzerland
$3.12B +$652M +1,330,052 +28%

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.