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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
LFGO
3126
Legacy Financial Group (Oklahoma)
Oklahoma
$229K -$3.43K -7 -2%
PWM
3127
Purus Wealth Management
California
$229K
SFI
3128
SPC Financial Inc
Maryland
$229K -$2.32M -4,736 -91%
OSNBOA
3129
Old Second National Bank of Aurora
Illinois
$228K +$34.3K +70 +19%
PCM
3130
Permanent Capital Management
Illinois
$228K +$358K +731 New
RPCONE
3131
Retirement Planning Company of New England
Rhode Island
$228K +$11.3K +23 +5%
WG
3132
Winton Group
United Kingdom
$228K +$219K +447 New
PCFFS
3133
Pacific Center for Financial Services
California
$227K
EWA
3134
ERTS Wealth Advisors
Michigan
$227K +$1.47K +3 +0.7%
CISOA
3135
Capital Investment Services of America
Wisconsin
$226K
W
3136
Wealthquest
Ohio
$226K +$9.8K +20 +5%
CF
3137
Convergence Financial
Missouri
$225K +$217K +442 New
WFA
3138
Wade Financial Advisory
California
$225K +$217K +442 New
ACM
3139
Academy Capital Management
Texas
$225K
WA
3140
WBH Advisory
Maryland
$223K
RFP
3141
Roth Financial Partners
Texas
$222K -$13.2K -27 -6%
CIAS
3142
CBIZ Investment Advisory Services
Ohio
$221K
GAM
3143
GEM Asset Management
Michigan
$221K
WFA
3144
WestHill Financial Advisors
California
$221K +$213K +434 New
CCA
3145
Cora Capital Advisors
New Jersey
$221K -$5.88K -12 -3%
FFL
3146
Financial Freedom LLC
Ohio
$220K +$33.8K +69 +19%
ESBC
3147
E.S. Barr & Co
Kentucky
$220K +$3.43K +7 +2%
FA
3148
Fountainhead AM
New Jersey
$219K +$6.37K +13 +3%
TWM
3149
TriaGen Wealth Management
California
$218K
AFP
3150
Alpha Financial Partners
Kentucky
$218K +$210K +428 New

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.