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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
PHAM
2526
Palisades Hudson Asset Management
Florida
$549K
BBI
2527
Baxter Bros Inc
Connecticut
$549K -$4.9K -10 -0.9%
SP
2528
Successful Portfolios
Florida
$548K -$49.5K -101 -9%
SAM
2529
SignalPoint Asset Management
Missouri
$547K +$9.8K +20 +2%
SCM
2530
Steele Capital Management
Iowa
$547K +$2.45K +5 +0.5%
WCM
2531
Washburn Capital Management
Florida
$547K -$1.11M -2,264 -68%
RWA
2532
Redhawk Wealth Advisors
Minnesota
$546K +$525K +1,072 New
DCM
2533
Dimension Capital Management
Florida
$544K -$86.3K -176 -14%
ATS
2534
Ashton Thomas Securities
New York
$542K +$542K +1,105 New
EWP
2535
Elevation Wealth Partners
California
$542K -$22.5K -46 -4%
CSC
2536
Caldwell Sutter Capital
California
$540K +$6.86K +14 +1%
FFWM
2537
Future Financial Wealth Management
Ohio
$540K +$24.5K +50 +5%
GC
2538
GFG Capital
Florida
$540K -$1.96K -4 -0.4%
ICA
2539
Infrastructure Capital Advisors
New York
$540K -$139K -284 -21%
PCM
2540
Perritt Capital Management
Illinois
$539K +$2.94K +6 +0.6%
CWA
2541
Canvas Wealth Advisors
Kansas
$538K +$32.8K +67 +8%
WMA
2542
Wealth Management Associates
New Jersey
$538K
HCA
2543
Horan Capital Advisors
Ohio
$538K
DWG
2544
Darden Wealth Group
Michigan
$537K -$446K -910 -46%
LW
2545
Linscomb Wealth
Texas
$537K +$51.5K +105 +11%
JPWM
2546
Jamison Private Wealth Management
Georgia
$537K +$73K +149 +16%
HCM
2547
Howland Capital Management
Massachusetts
$536K -$74.5K -152 -13%
KB
2548
Kimelman & Baird
New York
$536K +$516K +1,053 New
BFA
2549
Benedict Financial Advisors
Georgia
$536K -$9.8K -20 -2%
GSIAS
2550
Garden State Investment Advisory Services
New Jersey
$536K +$61.3K +125 +14%

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.