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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
WF
2926
Wayfinding Financial
Washington
$312K -$8.33K -17 -3%
EPA
2927
Element Pointe Advisors
Florida
$312K -$47.1K -96 -14%
OFS
2928
Oldfather Financial Services
Nebraska
$312K
BA
2929
Bridge Advisory
California
$311K -$4.9K -10 -2%
WAS
2930
Winch Advisory Services
Wisconsin
$311K +$5.39K +11 +2%
VAM
2931
Verity Asset Management
North Carolina
$311K +$39.2K +80 +15%
XWM
2932
Xcel Wealth Management
Florida
$311K -$5.88K -12 -2%
BWA
2933
Brave Warrior Advisors
New York
$311K
MTC
2934
McDaniel Terry & Co
Texas
$310K -$82.3K -168 -22%
GRA
2935
Golden Road Advisors
Florida
$309K +$45.1K +92 +17%
WB
2936
West Bancorporation
Iowa
$309K -$3.92K -8 -1%
ML
2937
McAdam LLC
Pennsylvania
$308K +$50K +102 +20%
CCM
2938
Coerente Capital Management
Ontario, Canada
$308K +$83.3K +170 +39%
SGWM
2939
Sterling Group Wealth Management
California
$308K +$296K +604 New
IA
2940
IMZ Advisory
Florida
$307K -$7.35K -15 -2%
RFN
2941
Redwood Financial Network
Ohio
$306K -$43.1K -88 -13%
OW
2942
Olistico Wealth
Oklahoma
$306K -$7.35K -15 -2%
HWM
2943
Howard Wealth Management
Connecticut
$306K -$24.5K -50 -8%
WC
2944
Woodstock Corp
Massachusetts
$306K -$41.2K -84 -12%
KBFS
2945
Kohmann Bosshard Financial Services
Ohio
$306K
SHJ
2946
Sharkey, Howes & Javer
Colorado
$304K
AA
2947
AJ Advisors
Tennessee
$304K +$40.7K +83 +16%
OPTFSNA
2948
Old Point Trust & Financial Services N A
Virginia
$303K
VAG
2949
VisionPoint Advisory Group
Texas
$302K +$38.7K +79 +15%
OCPWS
2950
One Charles Private Wealth Services
Massachusetts
$301K

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.