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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
TH
3151
Team Hewins
California
$217K +$209K +427 New
CBFP
3152
Cedar Brook Financial Partners
Ohio
$217K -$1.36M -2,768 -87%
RIP
3153
RAM Investment Partners
Washington
$217K +$10.3K +21 +5%
KCFA
3154
Key Client Fiduciary Advisors
New Jersey
$217K -$1.96K -4 -0.9%
AA
3155
Addison Advisors
Vermont
$216K +$30.4K +62 +17%
WCM
3156
Windward Capital Management
California
$216K -$23K -47 -10%
OA
3157
Oxbow Advisors
Texas
$216K -$7.85M -16,007 -97%
MPPLM
3158
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$216K
ARG
3159
Advisory Resource Group
Oklahoma
$215K
NC
3160
Napatree Capital
Rhode Island
$215K +$207K +423 New
CPP
3161
Capasso Planning Partners
South Carolina
$215K -$980 -2 -0.5%
SCA
3162
Southern Capital Advisors
Tennessee
$215K -$8.82K -18 -4%
DTL
3163
Dynamic Technology Lab
Singapore
$215K +$206K +421 New
TFM
3164
Trademark Financial Management
Minnesota
$215K +$207K +422 New
PIFP
3165
Partners in Financial Planning
Virginia
$214K
SWM
3166
Scissortail Wealth Management
Oklahoma
$214K +$206K +421 New
Harris Associates
3167
Harris Associates
Illinois
$214K -$422K -860 -67%
VWM
3168
Vivid Wealth Management
Iowa
$214K -$494K -1,007 -71%
BBA
3169
BLB&B Advisors
Pennsylvania
$213K -$490 -1 -0.2%
SAM
3170
Summit Asset Management
Tennessee
$213K
TCMP
3171
Thrive Capital Management (Pennsylvania)
Pennsylvania
$212K -$11.8K -24 -5%
AI
3172
Atom Investors
Texas
$212K +$204K +417 New
2L
3173
25 LLC
Missouri
$212K -$490 -1 -0.2%
TFA
3174
TPG Financial Advisors
Oregon
$212K +$204K +416 New
FCA
3175
Fortis Capital Advisors
Kansas
$211K -$30.4K -62 -13%

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.