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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
PW
2976
Peninsula Wealth
California
$287K +$5.88K +12 +2%
LAM
2977
Lakewood Asset Management
Illinois
$286K +$980 +2 +0.4%
NA
2978
Nordwand Advisors
Pennsylvania
$285K -$802K -1,637 -75%
PGIM
2979
Pacific Global Investment Management
California
$285K
BAM
2980
Blueshift Asset Management
New Jersey
$285K +$274K +559 New
4WM
2981
49 Wealth Management
Texas
$285K +$282K +575 New
LFS
2982
Legacy Financial Strategies
Kansas
$284K +$10.8K +22 +4%
ES
2983
Eagle Strategies
New York
$284K -$614K -1,253 -69%
BFO
2984
Biltmore Family Office
North Carolina
$284K +$273K +557 New
BHBT
2985
Burke & Herbert Bank & Trust
Virginia
$283K -$62.7K -128 -19%
AWM
2986
Alterna Wealth Management
Texas
$283K -$15.2K -31 -5%
DI
2987
Diligent Investors
California
$283K +$3.92K +8 +1%
CIA
2988
Compass Ion Advisors
Pennsylvania
$282K
GCM
2989
G2 Capital Management
Ohio
$282K +$980 +2 +0.4%
BIA
2990
Barry Investment Advisors
Massachusetts
$281K
ELM
2991
Elite Life Management
Florida
$281K +$11.3K +23 +4%
OPWM
2992
Oakwell Private Wealth Management
Texas
$281K
MWM
2993
Magnolia Wealth Management
Alabama
$280K -$270K -550 -50%
MAM
2994
Mainsail Asset Management
Alabama
$280K
BFAG
2995
Blackston Financial Advisory Group
Florida
$279K +$268K +547 New
TFG
2996
Team Financial Group
California
$278K +$10.3K +21 +4%
KAM
2997
Kraft Asset Management
Tennessee
$278K +$52K +106 +24%
LWP
2998
Laurel Wealth Planning
Minnesota
$278K
AGP
2999
Autumn Glory Partners
Texas
$278K -$68.6K -140 -20%
FWM
3000
Forza Wealth Management
Florida
$278K -$18.6K -38 -7%

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.