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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
SHIM
3226
Stone House Investment Management
Pennsylvania
$162K -$9.8K -20 -6%
AEPWM
3227
Atlantic Edge Private Wealth Management
Florida
$159K
MWA
3228
MFA Wealth Advisors
Pennsylvania
$159K +$153K +312 New
MB
3229
Mizuho Bank
Japan
$158K +$152K +310 New
HWM
3230
HighMark Wealth Management
Minnesota
$155K -$13.7K -28 -8%
FFO
3231
Fortitude Family Office
Arizona
$155K +$41.7K +85 +39%
PP
3232
Paloma Partners
Connecticut
$153K +$148K +301 New
BIC
3233
Beach Investment Counsel
Pennsylvania
$153K -$9.19M -18,758 -98%
YAL
3234
Your Advocates Ltd
Texas
$152K
RFA
3235
Register Financial Advisors
Georgia
$150K +$7.84K +16 +6%
MSWM
3236
Mowery & Schoenfeld Wealth Management
Illinois
$149K +$56.9K +116 +66%
PPA
3237
Painted Porch Advisors
California
$147K +$142K +289 New
BBPWM
3238
Blue Bell Private Wealth Management
Pennsylvania
$145K -$2.94K -6 -2%
NMM
3239
Naples Money Management
Florida
$143K +$1.96K +4 +1%
BCMLT
3240
Beacon Capital Management LLC (Tennessee)
Tennessee
$141K +$980 +2 +0.7%
TCM
3241
Tradewinds Capital Management
Washington
$141K +$1.96K +4 +1%
BCM
3242
Blume Capital Management
California
$140K
AJ
3243
Ashburton (Jersey)
Jersey
$139K +$137K +280 New
EAM
3244
Empirical Asset Management
Massachusetts
$136K +$9.12M +18,612 New
AWM
3245
Abound Wealth Management
Tennessee
$135K -$18.6K -38 -13%
TCM
3246
TD Capital Management
Tennessee
$134K +$490 +1 +0.4%
FPB
3247
First PREMIER Bank
South Dakota
$130K
UFF
3248
USA Financial Formulas
Michigan
$129K +$29.4K +60 +31%
MFT
3249
Moisand Fitzgerald Tamayo
Florida
$129K +$14.2K +29 +13%
HBT
3250
Hills Bank & Trust
Iowa
$126K +$121K +247 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.