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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
CFSG
2751
Clark Financial Services Group
Missouri
$398K +$12.3K +25 +3%
TWA
2752
Tandem Wealth Advisors
Arizona
$398K
SICM
2753
Sustainable Insight Capital Management
New York
$398K +$12.3K +25 +3%
MAP
2754
Moody Aldrich Partners
Massachusetts
$397K -$167K -340 -30%
IAMOG
2755
Investors Asset Management of Georgia
Georgia
$397K -$49K -100 -11%
BWP
2756
Bernardo Wealth Planning
Pennsylvania
$397K -$14.2K -29 -4%
BL
2757
Balentine LLC
Georgia
$394K -$8.41M -17,153 -96%
KWM
2758
Kaydan Wealth Management
Michigan
$394K -$21.1K -43 -5%
KC
2759
Kinloch Capital
Virginia
$394K +$53.9K +110 +17%
BAM
2760
Byrne Asset Management
New Jersey
$394K +$397K +810 New
WCFA
2761
Walkner Condon Financial Advisors
Wisconsin
$394K +$31.4K +64 +9%
TMWM
2762
Taylor & Morgan Wealth Management
Michigan
$394K
CWA
2763
Continuum Wealth Advisors
New York
$393K -$9.31K -19 -2%
FFA
2764
Fi3 Financial Advisors
Indiana
$393K +$5.88K +12 +2%
JF
2765
Jump Financial
Illinois
$393K -$16.1M -32,868 -98%
GAM
2766
Garrison Asset Management
Arkansas
$393K +$980 +2 +0.3%
HWP
2767
Heritage Wealth Partners
Ohio
$392K -$461K -941 -55%
CSPAM
2768
Cary Street Partners Asset Management
Virginia
$391K +$376K +767 New
EWM
2769
Edge Wealth Management
New York
$391K -$4.9K -10 -1%
HWP
2770
Hibernia Wealth Partners
Louisiana
$390K +$97K +198 +35%
AWM
2771
Avaii Wealth Management
Wisconsin
$390K -$13.7K -28 -4%
AP
2772
Atwood & Palmer
Missouri
$390K -$29.4K -60 -7%
PWA
2773
Physician Wealth Advisors
Utah
$389K +$6.86K +14 +2%
AWM
2774
Atticus Wealth Management
Florida
$388K +$78.4K +160 +27%
BMA
2775
Brooks Moore & Associates
Tennessee
$388K

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.