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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
OA
2551
Operose Advisors
Wisconsin
$535K -$7.35K -15 -1%
EWS
2552
Eagle Wealth Strategies
New Jersey
$535K -$136K -278 -21%
CC
2553
Cornerstone Capital
California
$535K +$162K +330 +46%
MWM
2554
MinichMacGregor Wealth Management
New York
$534K +$304K +621 +145%
MPW
2555
Monterey Private Wealth
California
$534K +$164K +334 +47%
TWP
2556
Tower Wealth Partners
Pennsylvania
$533K -$1.47K -3 -0.3%
EL
2557
EWA LLC
Pennsylvania
$532K +$105K +214 +29%
AIM
2558
Alhambra Investment Management
Florida
$532K
CA
2559
Carson Advisory
Georgia
$531K -$172K -351 -25%
WPW
2560
Warther Private Wealth
Ohio
$530K -$852K -1,738 -63%
HCA
2561
Heck Capital Advisors
Wisconsin
$530K -$1.47K -3 -0.3%
T
2562
TCWP
Ohio
$529K +$3.43K +7 +0.7%
IIC
2563
Integrated Investment Consultants
Michigan
$529K
MCA
2564
MSH Capital Advisors
Arizona
$527K -$76K -155 -13%
HWM
2565
HFR Wealth Management
New York
$525K
GPW
2566
Gentry Private Wealth
Kansas
$524K +$504K +1,028 New
WTA
2567
Washington Trust Advisors
Massachusetts
$523K -$73.5K -150 -13%
GLA
2568
Good Life Advisors
Pennsylvania
$523K -$139K -284 -22%
SF
2569
SWP Financial
California
$523K -$1.96K -4 -0.4%
LSC
2570
Lesa Sroufe & Co
Washington
$522K
HFP
2571
Holistic Financial Partners
Indiana
$521K -$111K -226 -18%
UL
2572
Unionview LLC
Washington
$521K -$6.37K -13 -1%
AFG
2573
Allegheny Financial Group
Pennsylvania
$521K +$96.6K +197 +24%
EWM
2574
Executive Wealth Management
Michigan
$520K -$9.58M -19,543 -95%
SFS
2575
Symphony Financial Services
Ohio
$519K +$417K +851 New

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.