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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
KWAG
3276
Kiely Wealth Advisory Group
North Carolina
$90.4K
VWA
3277
Valued Wealth Advisors
Utah
$90.3K +$1.47K +3 +2%
DWS
3278
Dynamic Wealth Strategies
California
$87K +$1.47K +3 +2%
CMP
3279
Coston McIsaac & Partners
Maine
$86K +$490 +1 +0.6%
EPW
3280
Evergreen Private Wealth
Colorado
$84.5K +$32.3K +66 +66%
CB
3281
Chris Bulman
California
$82K +$78.9K +161 New
BHWM
3282
Bay Harbor Wealth Management
Maryland
$82K
CCMI
3283
Creative Capital Management Investments
California
$81.5K
GG
3284
Gleason Group
Kentucky
$80.8K +$490 +1 +0.6%
SFC
3285
Strategic Financial Concepts
Texas
$80.1K +$113M +231,491 +43,843%
IWP
3286
IAG Wealth Partners
Wisconsin
$78.4K +$11.3K +23 +18%
W
3287
WealthCollab
Washington
$77.4K
HC
3288
Hoese & Co
Minnesota
$74.3K -$23.5K -48 -24%
RBC
3289
Roble Belko & Company
Pennsylvania
$74K
DFA
3290
DHJJ Financial Advisors
Illinois
$73.7K +$9.8K +20 +16%
RS
3291
Rakuten Securities
Japan
$71.8K -$312K -636 -82%
NMG
3292
New Millennium Group
Utah
$68.6K +$66.2K +135 New
DPW
3293
DiNuzzo Private Wealth
Pennsylvania
$68.2K +$3.43K +7 +6%
KFS
3294
Kelly Financial Services
Massachusetts
$67.8K +$22.5K +46 +53%
GWMI
3295
Guardian Wealth Management (Illinois)
Illinois
$65.9K
BHWM
3296
Beaird Harris Wealth Management
Texas
$65.1K -$1.96K -4 -3%
RI
3297
Ridgewood Investments
New Jersey
$63.8K +$61.3K +125 New
WOC
3298
West Oak Capital
California
$63.7K
LFA
3299
Legend Financial Advisors
Pennsylvania
$63.1K -$4.9K -10 -7%
TLA
3300
Tanglewood Legacy Advisors
Texas
$62.1K

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.