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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
LTI
2801
Laffer Tengler Investments
Tennessee
$373K +$12.3K +25 +4%
EWA
2802
Emergent Wealth Advisors
New York
$372K -$43.6K -89 -11%
VAMG
2803
Voisard Asset Management Group
Michigan
$372K +$83.3K +170 +30%
OBGC
2804
O'Brien Greene & Co
Pennsylvania
$372K +$155K +316 +76%
BFWA
2805
Benchmark Financial Wealth Advisors
Florida
$372K -$22.1K -45 -6%
CWA
2806
Consilio Wealth Advisors
Washington
$371K +$85.8K +175 +31%
BWA
2807
BlueSky Wealth Advisors
North Carolina
$371K +$357K +728 New
AFA
2808
American Financial Advisors
Georgia
$370K +$12.7K +26 +4%
DA
2809
Dash Acquisitions
California
$370K -$2.45K -5 -0.8%
BCM
2810
Brown Capital Management
Maryland
$368K -$12.7K -26 -3%
NFP
2811
Narus Financial Partners
Utah
$368K -$2.45K -5 -0.7%
SFM
2812
Signet Financial Management
New Jersey
$367K -$1.96K -4 -0.6%
NWA
2813
New World Advisors
Massachusetts
$366K
CNC
2814
Citizens & Northern Corp
Pennsylvania
$366K +$48K +98 +16%
MSA
2815
Marino Stram & Associates
Massachusetts
$366K +$1.47K +3 +0.4%
IAG
2816
Investmark Advisory Group
Connecticut
$365K -$30.9K -63 -8%
IC
2817
Iconiq Capital
California
$365K +$351K +716 New
LSA
2818
Lansing Street Advisors
Pennsylvania
$364K +$23.5K +48 +7%
BF
2819
Brogan Financial
Tennessee
$364K +$9.31K +19 +3%
C1AG
2820
Client 1st Advisory Group
Florida
$364K -$47.1K -96 -12%
WIM
2821
WealthPlan Investment Management
Nebraska
$362K -$49K -100 -12%
BST
2822
Bath Savings Trust
Maine
$362K -$5.39K -11 -2%
AWCI
2823
Alpine Woods Capital Investors
New York
$362K -$36.8K -75 -10%
HBW
2824
Hazlett, Burt & Watson
West Virginia
$361K +$490 +1 +0.1%
MWM
2825
Mascoma Wealth Management
New Hampshire
$360K -$63.2K -129 -15%

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.