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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
CB
2676
Centennial Bank
Arkansas
$443K -$490 -1 -0.1%
LODC
2677
Lanham O'Dell & Company
West Virginia
$443K
FTA
2678
Financial & Tax Architects
Missouri
$442K +$425K +868 New
T
2679
Tidemark
California
$442K +$4.9K +10 +1%
BWM
2680
Birchcreek Wealth Management
Ohio
$441K -$1.96K -4 -0.5%
MWP
2681
Meridian Wealth Partners
Pennsylvania
$441K +$29.9K +61 +8%
FUBT
2682
First United Bank & Trust
Maryland
$441K
MSF
2683
Mustard Seed Financial
Arkansas
$441K
GFA
2684
Gallagher Fiduciary Advisors
Illinois
$438K
LF
2685
Lantz Financial
Illinois
$437K -$35.8K -73 -8%
GC
2686
Garde Capital
Washington
$437K -$81.4K -166 -16%
VCM
2687
Versant Capital Management
Arizona
$437K +$170K +346 +68%
HWM
2688
Horizon Wealth Management
Illinois
$436K -$157K -321 -27%
SI
2689
Stonekeep Investments
New Mexico
$436K +$420K +856 New
FCIM
2690
Fairview Capital Investment Management
California
$436K
JWS
2691
Juncture Wealth Strategies
Arizona
$434K -$16.2K -33 -4%
AHL
2692
Abel Hall LLC
Louisiana
$433K -$44.6K -91 -10%
GHA
2693
Granite Harbor Advisors
Texas
$432K +$490 +1 +0.1%
PPW
2694
Pasadena Private Wealth
California
$432K
SFG
2695
Seamount Financial Group
Colorado
$431K -$7.35K -15 -2%
HFS
2696
Horizon Financial Services
North Carolina
$429K
EWM
2697
Elite Wealth Management
Washington
$428K
CIG
2698
Cairn Investment Group
Washington
$428K -$12.7K -26 -3%
FI
2699
FWG Investments
Kentucky
$428K +$412K +840 New
LT
2700
Legacy Trust
Michigan
$426K -$8.82K -18 -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.