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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
BWM
2576
BCS Wealth Management
Tennessee
$519K
SWM
2577
Salvus Wealth Management
New Jersey
$514K +$52K +106 +12%
FCM
2578
Fogel Capital Management
Florida
$514K
DWM
2579
Darwin Wealth Management
Florida
$512K -$24.5K -50 -5%
WA
2580
Waddell & Associates
Tennessee
$512K +$24.5K +50 +5%
WSWA
2581
Warren Street Wealth Advisors
California
$511K +$27K +55 +6%
SC
2582
Savoie Capital
Illinois
$509K -$539K -1,100 -52%
AC
2583
Aristides Capital
Kentucky
$509K +$490K +1,000 New
TIA
2584
Traphagen Investment Advisors
New Jersey
$508K -$3.43K -7 -0.7%
MIM
2585
MTM Investment Management
South Carolina
$507K -$98K -200 -17%
FWI
2586
Facet Wealth Inc
Maryland
$507K +$88.2K +180 +26%
BGAI
2587
Bruce G. Allen Investments
Colorado
$507K +$27.9K +57 +6%
HCM
2588
Hengehold Capital Management
Ohio
$506K +$4.41K +9 +0.9%
HWA
2589
HHM Wealth Advisors
Tennessee
$505K -$21.6K -44 -4%
WRPWM
2590
Werba Rubin Papier Wealth Management
California
$504K +$130K +266 +37%
NPP
2591
New Potomac Partners
Maryland
$504K
AA
2592
Axiom Advisory
California
$503K +$503K +1,026 New
HVP
2593
Hudson Value Partners
Florida
$503K -$55.9K -114 -10%
PKC
2594
Palmer Knight Company
Florida
$502K
PCMC
2595
Private Capital Management (Colorado)
Colorado
$500K +$50K +102 +12%
TNA
2596
True North Advisors
Texas
$500K -$139K -283 -22%
I
2597
InceptionR
California
$499K +$178K +364 +59%
FVWA
2598
Foster Victor Wealth Advisors
South Carolina
$498K +$47.1K +96 +12%
AF
2599
Aldebaran Financial
$498K +$68.6K +140 +17%
RIG
2600
Renaissance Investment Group
Massachusetts
$498K -$14.7K -30 -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.