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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
BIP
3001
Blue Investment Partners
California
$278K
O3W
3002
Omni 360 Wealth
New Jersey
$278K -$7.84K -16 -3%
MWA
3003
MN Wealth Advisors
Kansas
$277K +$10.3K +21 +4%
HC
3004
Hamilton Capital
Ohio
$277K -$71.1K -145 -21%
CFGA
3005
Cambridge Financial Group (Arizona)
Arizona
$276K
LPAM
3006
Lodestar Private Asset Management
California
$276K -$24K -49 -8%
MPCG
3007
Matrix Private Capital Group
New York
$276K +$9.31K +19 +4%
LA
3008
Lane & Associates
New Jersey
$274K +$39.7K +81 +18%
APW
3009
Acima Private Wealth
Virginia
$274K
DWA
3010
Dougherty Wealth Advisers
Minnesota
$274K +$9.8K +20 +4%
CFP
3011
Cypress Financial Planning
New Jersey
$273K -$44.6K -91 -14%
PFWA
3012
Paces Ferry Wealth Advisors
Georgia
$273K -$7.84K -16 -3%
FCFC
3013
First Citizens Financial Corp
Iowa
$273K -$3.43K -7 -1%
UBV
3014
United Bank (Virginia)
Virginia
$273K -$3.43K -7 -1%
RFG
3015
Range Financial Group
Oregon
$273K -$37.7K -77 -13%
SSW
3016
Smith Shellnut Wilson
Mississippi
$273K
NIM
3017
Northeast Investment Management
Massachusetts
$272K -$819K -1,670 -76%
CA
3018
CapWealth Advisors
Tennessee
$272K +$12.3K +25 +5%
AA
3019
Alesco Advisors
New York
$271K +$22.1K +45 +9%
CCA
3020
Carrera Capital Advisors
Michigan
$271K +$261K +532 New
FA
3021
Fermata Advisors
California
$271K -$82.3K -168 -24%
CCM
3022
Crew Capital Management
Ohio
$270K
WIM
3023
Warwick Investment Management
Texas
$270K +$260K +531 New
WWM
3024
Waterway Wealth Management
Texas
$270K +$260K +530 New
SCM
3025
Saxony Capital Management
Missouri
$270K +$8.82K +18 +4%

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.