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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
SIC
2876
SJS Investment Consulting
Ohio
$335K +$24K +49 +8%
C
2877
Covestor
United Kingdom
$334K +$11.8K +24 +4%
CI
2878
Carroll Investors
South Carolina
$333K
CFO
2879
Custos Family Office
Texas
$333K +$8.33K +17 +3%
WAM
2880
Worth Asset Management
Texas
$332K -$28.9K -59 -8%
JWM
2881
Jackson Wealth Management
Florida
$331K -$7.44M -15,173 -96%
EAM
2882
Evanson Asset Management
California
$330K
HGA
2883
Hobbs Group Advisors
South Carolina
$330K +$318K +648 New
TFCP
2884
Twin Focus Capital Partners
Massachusetts
$329K -$7.35K -15 -2%
LIA
2885
LBMC Investment Advisors
Tennessee
$329K
IAA
2886
Ironsides Asset Advisors
North Carolina
$329K
SFC
2887
Swisher Financial Concepts
Ohio
$329K -$10.8K -22 -3%
HHGA
2888
Halbert Hargrove Global Advisors
California
$329K +$6.86K +14 +2%
MWA
2889
Motive Wealth Advisors
Michigan
$328K -$9.8K -20 -3%
MKC
2890
M. Kraus & Co
Vermont
$328K
KLI
2891
Kelman-Lazarov Inc
Tennessee
$327K -$59.8K -122 -16%
TFA
2892
Teamwork Financial Advisors
Texas
$327K -$299K -611 -49%
FFA
2893
Frazier Financial Advisors
Ohio
$327K +$10.8K +22 +4%
BIP
2894
Blueprint Investment Partners
North Carolina
$327K -$21.1K -43 -6%
AWM
2895
Accel Wealth Management
Iowa
$326K +$111K +227 +55%
VBWMG
2896
Von Berge Wealth Management Group
California
$326K +$490 +1 +0.2%
VCP
2897
Vista Capital Partners
Oregon
$325K +$15.7K +32 +5%
WDG
2898
Wealth Dimensions Group
Ohio
$325K +$2.94K +6 +0.9%
EWM
2899
Endowment Wealth Management
Wisconsin
$325K +$5.88K +12 +2%
MPW
2900
MGO Private Wealth
California
$324K

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.