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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
LAM
2501
Lewis Asset Management
California
$566K -$101K -207 -16%
MWA
2502
Monograph Wealth Advisors
California
$566K +$545K +1,111 New
BC
2503
Bridgefront Capital
Texas
$566K -$291K -593 -35%
SFWC
2504
Strategic Family Wealth Counselors
New Jersey
$565K
OPCM
2505
Osborne Partners Capital Management
California
$565K +$544K +1,110 New
FCAS
2506
First Command Advisory Services
Texas
$564K -$2.94K -6 -0.5%
BFC
2507
Bedel Financial Consulting
Indiana
$564K +$45.1K +92 +9%
VC
2508
Veracity Capital
Georgia
$564K -$112K -228 -17%
EBA
2509
Eagle Bay Advisors
New York
$562K -$110K -224 -17%
SSWM
2510
Strait & Sound Wealth Management
California
$562K +$161K +329 +43%
FCCM
2511
First City Capital Management
Georgia
$561K
OIC
2512
Orion Investment Company
Missouri
$560K +$539K +1,100 New
WPC
2513
Waters Parkerson & Co
Louisiana
$560K -$51.5K -105 -9%
FIM
2514
Fernwood Investment Management
Massachusetts
$559K -$53.4K -109 -9%
RTC
2515
Riverview Trust Company
Washington
$558K -$793K -1,618 -60%
AA
2516
Auxano Advisors
Washington
$557K +$79.4K +162 +17%
TPWM
2517
Twelve Points Wealth Management
Massachusetts
$556K +$36.8K +75 +7%
IWP
2518
Innova Wealth Partners
Pennsylvania
$555K +$79.9K +163 +18%
NL
2519
Navalign LLC
California
$555K
BIA
2520
BHK Investment Advisors
Alabama
$554K +$26K +53 +5%
HP
2521
Hyperion Partners
Pennsylvania
$554K +$3.92K +8 +0.7%
COCM
2522
Charter Oak Capital Management
New Hampshire
$553K -$145K -295 -21%
IIM
2523
Ipswich Investment Management
Massachusetts
$552K -$4.9K -10 -0.9%
AC
2524
Apella Capital
Connecticut
$551K +$149K +304 +37%
RRCM
2525
Rappaport Reiches Capital Management
Illinois
$551K +$14.2K +29 +3%

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.