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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
RP
3251
Rowlandmiller & Partners
Georgia
$125K
WSC
3252
Wellington Shields & Co
New York
$121K -$105K -214 -47%
NIMI
3253
Natixis Investment Managers International
France
$121K -$29.4K -60 -20%
AW
3254
Avion Wealth
Texas
$120K +$22.1K +45 +23%
DAM
3255
Delta Asset Management
Tennessee
$119K
SA
3256
Scarborough Advisors
Maryland
$118K +$1.47K +3 +1%
CH
3257
Canton Hathaway
Rhode Island
$117K
FCG
3258
Financial Connections Group
California
$114K +$4.41K +9 +4%
MIHAS
3259
Maj Invest Holding A/S
Denmark
$113K
CWM
3260
Compass Wealth Management
Connecticut
$112K +$980 +2 +0.9%
RAM
3261
Riggs Asset Management
Pennsylvania
$111K -$1.47K -3 -1%
FG
3262
Fairman Group
Pennsylvania
$111K
FIM
3263
FWL Investment Management
Texas
$108K +$58.8K +120 +130%
CSWM
3264
Cassady Schiller Wealth Management
Ohio
$106K -$4.9K -10 -5%
ACA
3265
American Capital Advisory
Idaho
$106K +$98.5K +201 New
BMC
3266
Bear Mountain Capital
Washington
$102K -$19.6K -40 -17%
SGC
3267
Slocum, Gordon & Co
Rhode Island
$102K
CFG
3268
CKW Financial Group
Hawaii
$99K
PA
3269
Pineridge Advisors
Missouri
$98.8K
WAM
3270
WFA Asset Management
Wisconsin
$94.7K -$38.7K -79 -30%
IGWM
3271
ICA Group Wealth Management
Colorado
$94.2K -$1.23M -2,509 -93%
PCWA
3272
Pacific Capital Wealth Advisors
California
$94.2K +$39.7K +81 +78%
AWM
3273
Activest Wealth Management
Florida
$92.5K -$13.7K -28 -13%
FRA
3274
Front Row Advisors
California
$92.2K +$9.8K +20 +12%
WAG
3275
Wiser Advisor Group
Arizona
$91K +$980 +2 +1%

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.