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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
IIA
2726
Integral Investment Advisors
California
$412K -$56.4K -115 -12%
EPP
2727
ETF Portfolio Partners
Kansas
$412K
FM
2728
Family Management
New York
$411K -$130K -266 -25%
DWM
2729
Dogwood Wealth Management
Kansas
$411K +$87.7K +179 +28%
TC
2730
Trilogy Capital
California
$411K +$164K +335 +71%
SPI
2731
Sutton Place Investors
New York
$410K -$677K -1,382 -63%
MSRI
2732
Michael S. Ryan Inc
New York
$410K -$13.2K -27 -3%
JE
2733
JMAC Enterprises
Pennsylvania
$410K -$26.5K -54 -6%
VCM
2734
Verde Capital Management
Michigan
$410K +$69.6K +142 +21%
SDAM
2735
Shulman DeMeo Asset Management
New York
$409K +$3.43K +7 +0.9%
LGG
2736
Luts & Greenleigh Group
Maryland
$408K +$393K +802 New
AWM
2737
Ariadne Wealth Management
California
$406K +$391K +798 New
ITIM
2738
Indiana Trust & Investment Management
Indiana
$405K +$44.6K +91 +13%
SWC
2739
Spectrum Wealth Counsel
Indiana
$404K -$20.6K -42 -5%
SFC
2740
SYM Financial Corp
Indiana
$404K +$143K +291 +58%
GFPC
2741
Global Financial Private Client
Florida
$403K
BBA
2742
Braun-Bostich & Associates
Pennsylvania
$401K -$251K -512 -39%
PTC
2743
Philadelphia Trust Company
Pennsylvania
$401K -$13.7K -28 -3%
WDA
2744
Wendell David Associates
New Hampshire
$401K
RA
2745
Rational Advisors
New York
$401K +$386K +787 New
TWP
2746
Tempus Wealth Planning
California
$399K +$64.7K +132 +20%
BSB
2747
Bangor Savings Bank
Maine
$399K +$16.7K +34 +5%
AWM
2748
Aviso Wealth Management
Washington
$399K -$1.47K -3 -0.4%
OFW
2749
Omnia Family Wealth
Florida
$398K +$33.8K +69 +10%
CWM
2750
Cherrydale Wealth Management
New Jersey
$398K +$42.6K +87 +13%

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.