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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
RLIM
2776
Red Lighthouse Investment Management
New York
$388K
RMCM
2777
Reynders McVeigh Capital Management
Massachusetts
$387K
GFG
2778
Goldstone Financial Group
Illinois
$386K +$372K +759 New
NWM
2779
Northwest Wealth Management
Iowa
$385K -$184K -375 -33%
GSIS
2780
Global Strategic Investment Solutions
Arizona
$383K -$34.8K -71 -9%
ODIJL
2781
One Day In July LLC
Vermont
$382K -$63.2K -129 -15%
JWM
2782
JGP Wealth Management
Oregon
$381K +$43.6K +89 +13%
BWA
2783
BlueChip Wealth Advisors
Georgia
$380K -$23.5K -48 -6%
TI
2784
Truepoint Inc
Ohio
$379K -$31.4K -64 -8%
WWC
2785
Waypoint Wealth Counsel
Georgia
$379K -$8.33K -17 -2%
RDFA
2786
Ritter Daniher Financial Advisory
Ohio
$378K -$26.5K -54 -7%
EA
2787
Emerald Advisors
Washington
$378K -$490 -1 -0.1%
AA
2788
Apriem Advisors
California
$378K +$2.45K +5 +0.7%
GWM
2789
Gray Wealth Management
Maine
$377K -$28.4K -58 -7%
WW
2790
Westshore Wealth
California
$377K
EW
2791
Element Wealth
Mississippi
$376K -$26K -53 -7%
BRM
2792
Boston Research & Management
Massachusetts
$376K
FPIS
2793
Financial Planning & Information Services
Wisconsin
$376K
AIA
2794
Arbor Investment Advisors
North Carolina
$376K
WFAG
2795
Worth Financial Advisory Group
North Carolina
$375K -$296K -604 -45%
JDR
2796
Jay D. Rosenbaum
$375K
BPFA
2797
Barnes Pettey Financial Advisors
Mississippi
$374K
CWA
2798
Centennial Wealth Advisory
Michigan
$374K +$107K +218 +42%
DFCM
2799
Dark Forest Capital Management
Puerto Rico
$374K +$156K +319 +77%
BHIA
2800
Birch Hill Investment Advisors
Massachusetts
$373K -$17.6K -36 -5%

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.