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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
TPWA
3076
Twin Peaks Wealth Advisors
California
$249K +$240K +489 New
PWA
3077
Phoenix Wealth Advisors
North Carolina
$249K +$239K +488 New
WIA
3078
Wetzel Investment Advisors
Indiana
$248K -$75K -153 -23%
MLA
3079
MB, Levis & Associates
Pennsylvania
$248K +$25K +51 +12%
AFAS
3080
Acorn Financial Advisory Services
Virginia
$247K +$16.7K +34 +8%
IWM
3081
Integris Wealth Management
California
$246K -$30.9K -63 -12%
IAG
3082
Investment Advisory Group
Massachusetts
$246K -$19.1K -39 -7%
ASG
3083
Ariston Services Group
California
$246K
RWML
3084
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$246K +$15.7K +32 +7%
WCP
3085
Wick Capital Partners
Pennsylvania
$245K +$7.84K +16 +3%
REMPR
3086
Roof Eidam Maycock Peralta (REMP)
California
$244K -$1.7M -3,470 -88%
CA
3087
CSM Advisors
Pennsylvania
$244K -$8.33K -17 -3%
EC
3088
Eaton-Cambridge
Arizona
$243K -$6.37K -13 -3%
PFM
3089
Phillips Financial Management
Indiana
$242K +$32.3K +66 +16%
CAWM
3090
Capital Advisors Wealth Management
Washington
$242K +$6.37K +13 +3%
RI
3091
Redwood Investments
Massachusetts
$241K -$1.88M -3,833 -89%
Cohen & Steers
3092
Cohen & Steers
New York
$241K -$4.41K -9 -2%
ACA
3093
Affinity Capital Advisors
California
$241K -$4.41K -9 -2%
LC
3094
LCNB Corp
Ohio
$240K
HL
3095
HeadInvest LLC
Maine
$240K +$26.5K +54 +13%
GPW
3096
Gray Private Wealth
Massachusetts
$240K
WOSD
3097
WFA of San Diego
California
$240K +$231K +471 New
HCM
3098
Hillman Capital Management
Maryland
$240K
AC
3099
AlphaCore Capital
California
$240K +$25K +51 +12%
EF
3100
Exeter Financial
Arizona
$239K

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.