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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
PM
3176
Phraction Management
Connecticut
$211K +$203K +414 New
HH
3177
HWG Holdings
Texas
$210K +$202K +413 New
FA
3178
Financial Avengers
California
$210K -$19.6K -40 -9%
MFA
3179
McClarren Financial Advisors
Pennsylvania
$210K +$889K +1,813 +192%
HCM
3180
Hutner Capital Management
Vermont
$210K -$9.8K -20 -5%
HPIA
3181
Hamilton Point Investment Advisors
North Carolina
$210K +$202K +412 New
FNWA
3182
Financial Network Wealth Advisors
Utah
$209K +$200K +409 New
PIAS
3183
PCA Investment Advisory Services
Ohio
$209K +$201K +410 New
IWA
3184
IBEX Wealth Advisors
New Jersey
$209K -$8.67M -17,693 -98%
LWANC
3185
Laurel Wealth Advisors (North Carolina)
North Carolina
$208K -$9.8K -20 -5%
FWMM
3186
Foundation Wealth Management (Missouri)
Missouri
$208K
SIA
3187
Sage Investment Advisers
New York
$207K
RC
3188
Rareview Capital
Nevada
$207K
SWM
3189
Shakespeare Wealth Management
Wisconsin
$206K +$199K +405 New
BW
3190
BIP Wealth
Georgia
$206K -$114K -233 -37%
CIS
3191
Custom Index Systems
New York
$205K -$129K -264 -40%
DTC
3192
Davidson Trust Company
Washington
$205K +$198K +403 New
PWM
3193
Provident Wealth Management
Tennessee
$205K +$198K +403 New
CGFA
3194
Colton Groome Financial Advisors
North Carolina
$204K -$35.3K -72 -15%
OKSA
3195
O'Keefe Stevens Advisory
New York
$204K +$196K +400 New
HG
3196
Harbor Group
New Hampshire
$203K +$196K +399 New
BAWM
3197
Bennett Associates Wealth Management
Pennsylvania
$203K +$196K +399 New
PAG
3198
Powers Advisory Group
Illinois
$203K +$196K +399 New
IWS
3199
Integrity Wealth Solutions
Colorado
$203K +$195K +398 New
TCM
3200
Tuttle Capital Management
Connecticut
$203K +$200K +409 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.