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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
CIG
2651
Cascade Investment Group
Colorado
$463K -$12.3K -25 -3%
ML
2652
Mayport LLC
Massachusetts
$463K
FFA
2653
Founders Financial Alliance
North Carolina
$462K -$32.8K -67 -7%
TW
2654
Towerpoint Wealth
California
$461K -$2.94K -6 -0.7%
WEG
2655
World Equity Group
Illinois
$460K -$62.2K -127 -12%
MGAM
2656
McGowan Group Asset Management
Texas
$458K +$28.4K +58 +7%
AWG
2657
Altus Wealth Group
Colorado
$458K -$17.2K -35 -4%
PWS
2658
Peterson Wealth Services
Utah
$457K +$4.41K +9 +1%
XS
2659
XR Securities
Illinois
$456K -$273K -556 -38%
OAS
2660
Optivise Advisory Services
Tennessee
$455K +$438K +893 New
LWMG
2661
Levy Wealth Management Group
Pennsylvania
$454K -$53.9K -110 -11%
Optiver Holding
2662
Optiver Holding
Netherlands
$453K +$436K +890 New
SWA
2663
Strata Wealth Advisors
Texas
$453K +$436K +889 New
CFP
2664
Cascade Financial Partners
California
$453K
CMI
2665
Clare Market Investments
Texas
$453K -$19.1K -39 -4%
LWM
2666
Liberty Wealth Management
California
$452K +$2M +4,071 +462%
ADMI
2667
Albert D. Mason Inc
Massachusetts
$451K -$1.96K -4 -0.4%
VCP
2668
Verus Capital Partners
Arizona
$451K +$33.8K +69 +8%
SAM
2669
Satovsky Asset Management
New York
$451K +$1.96K +4 +0.5%
GIM
2670
Grassi Investment Management
California
$451K -$172K -350 -28%
FA
2671
Forefront Analytics
Pennsylvania
$449K +$26K +53 +6%
RWP
2672
Ridgecrest Wealth Partners
California
$448K -$1.96K -4 -0.5%
RW
2673
REDW Wealth
New Mexico
$448K
NFSG
2674
Newbridge Financial Services Group
Florida
$446K +$33.3K +68 +8%
CHA
2675
Cooper/Haims Advisors
New York
$444K -$6.86K -14 -2%

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.