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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
AWA
3201
Acorn Wealth Advisors
Michigan
$202K +$194K +396 New
JTWM
3202
Jackson Thornton Wealth Management
Alabama
$202K -$17.2K -35 -8%
ACM
3203
AUA Capital Management
Pennsylvania
$201K +$194K +395 New
NAM
3204
NTV Asset Management
West Virginia
$201K +$194K +395 New
TCOO
3205
Trust Company of Oklahoma
Oklahoma
$200K -$6.37K -13 -3%
CFAM
3206
Center For Asset Management
Florida
$200K +$193K +393 New
HIM
3207
Hanlon Investment Management
New Jersey
$200K +$193K +393 New
NA
3208
Nottingham Advisors
New York
$200K +$193K +393 New
FCT
3209
First Community Trust
Iowa
$198K +$33.3K +68 +21%
POIA
3210
Pin Oak Investment Advisors
Texas
$197K
TFGT
3211
TS Financial Group (TSFG)
Illinois
$197K +$18.1K +37 +11%
PP
3212
Pingora Partners
Wyoming
$191K
WWM
3213
Wolff Wiese Magana
California
$190K +$3.43K +7 +2%
KFP
3214
Keener Financial Planning
Texas
$189K -$7.35K -15 -4%
FCMT
3215
Founders Capital Management (Texas)
Texas
$186K
PA
3216
PSI Advisors
Florida
$180K +$49.5K +101 +40%
DF
3217
Dunhill Financial
United Kingdom
$180K +$24.5K +50 +17%
FWA
3218
FSC Wealth Advisors
New York
$179K
CPG
3219
Cornerstone Planning Group
New Jersey
$178K -$33.8K -69 -18%
MS
3220
Mizuho Securities
Japan
$173K +$167K +340 New
PWMG
3221
Private Wealth Management Group
New Jersey
$172K -$18.1K -37 -10%
MFG
3222
Mendota Financial Group
Wisconsin
$171K
DCBT
3223
Dakota Community Bank & Trust
North Dakota
$170K -$4.9K -10 -3%
BWAM
3224
Boyd Watterson Asset Management
Ohio
$169K
AP
3225
Aspect Partners
Virginia
$162K

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.