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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
HKIMG
2901
Hutchens & Kramer Investment Management Group
Indiana
$324K -$211K -431 -40%
GF
2902
Gries Financial
Ohio
$323K -$503K -1,026 -62%
GA
2903
GSG Advisors
New Jersey
$322K +$30.9K +63 +11%
BBW
2904
Blue Barn Wealth
Utah
$322K +$37.7K +77 +14%
AA
2905
Aufman Associates
Pennsylvania
$322K +$3.43K +7 +1%
SC
2906
Stephenson & Company
California
$320K
TFM
2907
TFC Financial Management
Massachusetts
$320K +$105K +215 +52%
SWM
2908
Seed Wealth Management
Illinois
$319K
EIA
2909
Edgemoor Investment Advisors
Maryland
$319K -$1.96K -4 -0.6%
USB
2910
Union Savings Bank
Connecticut
$319K +$18.6K +38 +6%
SN
2911
Sittner & Nelson
Oregon
$318K -$15.2K -31 -5%
HWA
2912
Heartwood Wealth Advisors
Virginia
$318K -$22.1K -45 -7%
SFS
2913
Security Financial Services
Indiana
$317K +$2.94K +6 +1%
LFP
2914
Lakeshore Financial Planning
Michigan
$317K
HIM
2915
Hillsdale Investment Management
Ontario, Canada
$317K -$1.13M -2,301 -79%
CA
2916
Crumly & Associates
Illinois
$316K
MWM
2917
Maripau Wealth Management
Indiana
$315K +$303K +619 New
AIM
2918
Avity Investment Management
Connecticut
$315K
EA
2919
Echo45 Advisors
California
$314K -$112K -228 -27%
PCS
2920
Private Client Services
Kentucky
$314K -$980 -2 -0.3%
MCC
2921
Malaga Cove Capital
California
$313K +$301K +615 New
CJL
2922
Cyrus J. Lawrence
New York
$313K -$7.48M -15,269 -96%
TA
2923
TruWealth Advisors
Louisiana
$313K -$11.8M -24,005 -98%
PPG
2924
Peak Planning Group
Colorado
$312K +$100K +205 +50%
WDC
2925
Woodward Diversified Capital
California
$312K +$47.5K +97 +19%

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.