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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
MWM
2826
Merriman Wealth Management
Washington
$359K -$20.1K -41 -5%
CAM
2827
Creekmur Asset Management
Illinois
$358K -$1.47K -3 -0.4%
WP
2828
Westmount Partners
California
$357K -$22.5K -46 -6%
PSIWM
2829
Paradigm Strategies in Wealth Management
Minnesota
$357K -$15.2K -31 -4%
PCMK
2830
Paragon Capital Management (Kansas)
Kansas
$357K
GCIA
2831
Gabelli & Co Investment Advisers
New York
$356K
SC
2832
Shay Capital
New York
$356K +$343K +700 New
RFA
2833
RTD Financial Advisors
Pennsylvania
$356K
AFC
2834
AFT Forsyth & Company
Florida
$356K +$85.8K +175 +33%
CFS
2835
Commonwealth Financial Services
West Virginia
$355K +$29.4K +60 +9%
RA
2836
Rise Advisors
New York
$355K +$1.47K +3 +0.4%
IFA
2837
Index Fund Advisors
California
$355K
TFF
2838
The Family Firm
Maryland
$354K +$980 +2 +0.3%
BP
2839
BBR Partners
New York
$353K +$94.6K +193 +39%
CWG
2840
Crown Wealth Group
North Carolina
$352K +$4.9K +10 +1%
GAM
2841
Gemmer Asset Management
California
$352K -$51K -104 -13%
FFG
2842
Fortem Financial Group
California
$351K -$17.2K -35 -5%
CCB
2843
Cutter & Co Brokerage
Missouri
$351K -$6.86K -14 -2%
OCM
2844
Orion Capital Management
California
$351K -$19.6K -40 -5%
4WM
2845
4J Wealth Management
Virginia
$350K
SC
2846
Seldon Capital
California
$350K
BSSFA
2847
Baron Silver Stevens Financial Advisors
Florida
$349K -$151K -308 -31%
BEAM
2848
Baker Ellis Asset Management
Washington
$348K
CFA
2849
CWS Financial Advisors
Michigan
$348K
SA
2850
Shilanski & Associates
Alaska
$348K -$5.39K -11 -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.