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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
SAMC
2476
Spectrum Asset Management (California)
California
$589K +$1.96K +4 +0.3%
FBT
2477
First Bank & Trust
South Dakota
$589K -$25K -51 -4%
HPM
2478
Hoxton Planning & Management
West Virginia
$589K -$38.2K -78 -6%
TA
2479
Tectonic Advisors
Texas
$588K +$2.45K +5 +0.4%
FWM
2480
FFT Wealth Management
Pennsylvania
$586K -$181K -370 -24%
BFWM
2481
Bright Futures Wealth Management
New York
$585K -$14.2K -29 -3%
C
2482
CEDRUS
Colorado
$585K -$5.39K -11 -0.9%
WPW
2483
Watershed Private Wealth
Illinois
$584K +$1.47K +3 +0.3%
ACM
2484
Arcataur Capital Management
Wisconsin
$583K +$19.1K +39 +4%
HCP
2485
Hexagon Capital Partners
Arkansas
$582K +$3.92K +8 +0.7%
PIN
2486
Prudent Investors Network
California
$582K
GCM
2487
Gables Capital Management
Florida
$580K +$14.7K +30 +3%
RBFC
2488
Roman Butler Fullerton & Co
Missouri
$579K +$88.2K +180 +18%
QPWM
2489
Quadrant Private Wealth Management
Pennsylvania
$578K +$14.2K +29 +3%
AWM
2490
Aberdeen Wealth Management
Illinois
$578K +$333K +680 +149%
NCTC
2491
New Covenant Trust Company
Indiana
$577K -$30.9K -63 -6%
KOCAA
2492
Knights of Columbus Asset Advisors
Connecticut
$574K +$119K +242 +27%
TA
2493
TFB Advisors
Kansas
$571K +$68.6K +140 +14%
VWA
2494
Visionary Wealth Advisors
Illinois
$571K -$10.3K -21 -2%
THL
2495
Tillman Hartley LLC
Colorado
$571K
SRC
2496
Sage Rhino Capital
California
$570K -$12.3K -25 -2%
KWM
2497
KFG Wealth Management
Indiana
$569K +$26.5K +54 +5%
AIA
2498
Angeles Investment Advisors
California
$569K -$218K -445 -28%
MCM
2499
Mendel Capital Management
Arkansas
$568K +$3.92K +8 +0.7%
CBA
2500
Coastal Bridge Advisors
Connecticut
$567K +$59.3K +121 +12%

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.