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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
PA
2951
Probity Advisors
Texas
$301K +$4.41K +9 +2%
EWM
2952
EPG Wealth Management
Georgia
$301K -$277K -565 Closed
WI
2953
Wedgewood Investors
Pennsylvania
$301K +$290K +591 New
FF
2954
Francis Financial
$299K +$62.7K +128 +28%
FMTCOCP
2955
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$299K +$12.3K +25 +4%
WGCA
2956
Wolf Group Capital Advisors
Virginia
$299K -$1.1M -2,247 -79%
ME
2957
McIlrath & Eck
Washington
$299K +$16.2K +33 +6%
MA
2958
MBA Advisors
Pennsylvania
$298K -$27K -55 -9%
TFA
2959
Tobias Financial Advisors
Florida
$298K +$36.3K +74 +14%
WJA
2960
Willis Johnson & Associates
Texas
$297K -$22.1K -45 -7%
NG
2961
Northstar Group
New York
$297K -$22.5K -46 -7%
MF
2962
Meridian Financial
Massachusetts
$297K
IAIM
2963
Industrial Alliance Investment Management
Quebec, Canada
$295K +$284K +580 New
CFG
2964
Carr Financial Group
Massachusetts
$295K -$227K -463 -44%
AWAP
2965
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$294K -$50.5K -103 -15%
CFP
2966
Curran Financial Partners
South Carolina
$294K +$3.43K +7 +1%
1WM
2967
1858 Wealth Management
Ohio
$292K -$30.9K -63 -10%
CWA
2968
CJM Wealth Advisers
Virginia
$291K -$7.35K -15 -2%
FFWA
2969
Forthright Family Wealth Advisory
Texas
$291K +$26.5K +54 +10%
SFP
2970
Sandbox Financial Partners
Maryland
$291K -$139K -284 -33%
LI
2971
LVZ Inc
Michigan
$289K -$24.5K -50 -8%
SFO
2972
Standard Family Office
South Dakota
$289K
SIC
2973
SFE Investment Counsel
California
$288K -$65.2K -133 -19%
ZF
2974
Zhang Financial
Michigan
$288K -$12.3K -25 -4%
PWA
2975
Provenance Wealth Advisors
Florida
$287K -$16.2K -33 -6%

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.