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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
EWM
3101
Elevatus Welath Management
New York
$239K -$60.3K -123 -21%
DWP
3102
Destiny Wealth Partners
Florida
$238K -$123K -250 -35%
JA
3103
JVL Associates
Michigan
$238K +$7.84K +16 +4%
PCMF
3104
Private Capital Management (Florida)
Florida
$238K +$490 +1 +0.2%
EFG
3105
Embree Financial Group
Illinois
$238K -$72K -147 -24%
BFP
3106
Briaud Financial Planning
Texas
$237K
CWA
3107
CM Wealth Advisors
Ohio
$237K
LWIC
3108
Leith Wheeler Investment Counsel
British Columbia, Canada
$236K +$227K +464 New
CFG
3109
Cosner Financial Group
Colorado
$236K +$980 +2 +0.4%
ACC
3110
Acorn Creek Capital
Colorado
$235K +$226K +462 New
ACM
3111
Avalon Capital Management
California
$235K +$226K +461 New
GC
3112
Gilbert & Cook
Iowa
$234K
LL
3113
LPWM LLC
Minnesota
$234K -$4.9K -10 -2%
PFC
3114
Phocas Financial Corp
California
$234K
HDIM
3115
Hanson & Doremus Investment Management
Vermont
$234K +$22.1K +45 +11%
PSC
3116
Portman Square Capital
United Kingdom
$234K +$4.9K +10 +2%
BIA
3117
Bell Investment Advisors
California
$233K -$23K -47 -9%
MWM
3118
Massachusetts Wealth Management
Massachusetts
$233K
RA
3119
Ransom Advisory
Rhode Island
$233K +$127K +260 +132%
FMN
3120
Financial Management Network
California
$232K -$7.35K -15 -3%
KSWWM
3121
Keyes Stange & Wooten Wealth Management
Florida
$232K -$2.45K -5 -1%
CWP
3122
Curated Wealth Partners
California
$231K +$222K +453 New
SWA
3123
Sax Wealth Advisors
New Jersey
$230K +$222K +452 New
CTB
3124
Country Trust Bank
Illinois
$230K +$18.6K +38 +9%
SGAM
3125
Smith Group Asset Management
Texas
$229K -$16.5M -33,690 -99%

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.