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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
D
2851
Dentgroup
Louisiana
$346K -$38.2K -78 -10%
ACM
2852
AlphaStar Capital Management
North Carolina
$344K -$16.2K -33 -5%
IAP
2853
Indie Asset Partners
Indiana
$344K +$49.5K +101 +18%
FAM
2854
Flaharty Asset Management
Florida
$343K
DA
2855
Drake & Associates
Wisconsin
$343K +$3.92K +8 +1%
WN
2856
Williams & Novak
California
$342K -$10.8K -22 -3%
TWA
2857
Talisman Wealth Advisors
New Jersey
$342K +$36.3K +74 +12%
LC
2858
Landaas & Company
Wisconsin
$342K
NOI
2859
Newton One Investments
Delaware
$342K -$18.6K -38 -5%
VFG
2860
V2 Financial group
Illinois
$342K -$11.3K -23 -4%
SL
2861
Sentinus LLC
Illinois
$341K -$3.43K -7 -1%
CP
2862
Camelot Portfolios
Ohio
$341K +$328K +669 New
SAA
2863
Southeast Asset Advisors
Georgia
$340K
JWA
2864
JFS Wealth Advisors
Pennsylvania
$340K -$47.1K -96 -13%
CFA
2865
Capstone Financial Advisors
Illinois
$339K -$87.2K -178 -21%
GIP
2866
Greatmark Investment Partners
Georgia
$339K
CCA
2867
Cottonwood Capital Advisors
Utah
$339K -$46.1K -94 -12%
CPG
2868
Custom Portfolio Group
Colorado
$338K
BIM
2869
Bullseye Investment Management
Ohio
$337K +$288K +587 New
DEM
2870
Disciplined Equity Management
Florida
$336K
MAM
2871
Mystic Asset Management
Rhode Island
$336K +$55.4K +113 +21%
NI
2872
NDVR Inc
Massachusetts
$336K -$31.4K -64 -9%
YCG
2873
Yeomans Consulting Group
Georgia
$336K -$3.43K -7 -1%
AIM
2874
Aspen Investment Management
Michigan
$335K
CWM
2875
Concentric Wealth Management
California
$335K +$8.33K +17 +3%

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.