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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
AWA
2626
Amplius Wealth Advisors
Pennsylvania
$482K -$3.92K -8 -0.8%
VST
2627
Van Strum & Towne
California
$481K
OPA
2628
Old Port Advisors
Maine
$480K +$20.1K +41 +5%
RWI
2629
Red Wave Investments
Pennsylvania
$480K -$1.96K -4 -0.4%
SCA
2630
STALEY CAPITAL ADVISERS
Pennsylvania
$478K
EBSAM
2631
Eubel Brady & Suttman Asset Management
Ohio
$478K +$100K +205 +28%
OCM
2632
Orser Capital Management
Texas
$478K -$44.1K -90 -9%
SAM
2633
Seelaus Asset Management
New Jersey
$477K -$27K -55 -6%
EWA
2634
Etesian Wealth Advisors
Oregon
$476K +$18.6K +38 +4%
LAM
2635
LifePro Asset Management
California
$474K -$16.2K -33 -3%
HHRDM
2636
H&H Retirement Design & Management
Nevada
$474K -$19.1K -39 -4%
SNBOSD
2637
Security National Bank of So Dak
Iowa
$474K -$980 -2 -0.2%
MC
2638
Matisse Capital
Oregon
$474K
CFD
2639
Creative Financial Designs
Indiana
$473K +$1.47K +3 +0.3%
KA
2640
Klingman & Associates
New York
$472K -$11.3K -23 -2%
LSA
2641
Lion Street Advisors
Texas
$472K +$67.6K +138 +18%
LI
2642
Lafayette Investments
Maryland
$471K -$98K -200 -18%
KFC
2643
Klingenstein Fields & Co
New York
$471K +$980 +2 +0.2%
IF
2644
Insight Folios
North Carolina
$469K
LFG
2645
Lockerman Financial Group
California
$469K -$2.45K -5 -0.5%
BC
2646
Barrett & Company
Rhode Island
$468K -$49K -100 -10%
SBWIC
2647
Schaper Benz & Wise Investment Counsel
Wisconsin
$468K +$18.1K +37 +4%
NECFA
2648
New England Capital Financial Advisors
Connecticut
$468K +$490 +1 +0.1%
HWMC
2649
Heritage Wealth Management (California)
California
$464K +$4.9K +10 +1%
WPWM
2650
Western Pacific Wealth Management
Illinois
$464K -$121K -247 -21%

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.