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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
TCG
3326
Transcendent Capital Group
Oklahoma
$40.2K +$1.47K +3 +4%
RTL
3327
Red Tortoise LLC
Georgia
$39.1K +$1.47K +3 +4%
EA
3328
Evolution Advisers
Virginia
$39K +$980 +2 +3%
CIR
3329
Clear Investment Research
Georgia
$37.4K -$8.33K -17 -19%
CWM
3330
CarsonAllaria Wealth Management
Illinois
$36.5K
VF
3331
VitalStone Financial
Texas
$35.6K +$29.4K +60 +600%
SR
3332
Syntax Research
Florida
$34.1K
TAM
3333
Tucker Asset Management
Colorado
$33.6K -$6.86K -14 -18%
ETS
3334
ESL Trust Services
New York
$33.6K +$32.3K +66 New
QL
3335
Quarry LP
New York
$33.1K +$18.1K +37 +132%
OLVIG
3336
Oliver Lagore Vanvalin Investment Group
Michigan
$32.6K -$45.6K -93 -59%
SRCM
3337
Signature Resources Capital Management
California
$32.1K +$8.82K +18 +40%
NCM
3338
Northwest Capital Management
Oregon
$31.6K -$43.1K -88 -59%
SCA
3339
Stuart Chaussee & Associates
California
$31.1K
CWM
3340
Cranbrook Wealth Management
Michigan
$30.6K
DWA
3341
Delos Wealth Advisors
Texas
$30.6K
BFA
3342
BBJS Financial Advisors
Washington
$30.6K +$29.4K +60 New
OBWP
3343
O'Brien Wealth Partners
Massachusetts
$29K -$3.43K -7 -11%
DMKJ
3344
David M. Knott Jr
$29K
CFS
3345
CGC Financial Services
Oregon
$28K
RFG
3346
REAP Financial Group
Texas
$27.6K -$2.45K -5 -8%
GGI
3347
Godsey & Gibb Inc
Virginia
$27.5K -$15.7K -32 -37%
MIM
3348
Macroview Investment Management
Maryland
$27.5K +$23K +47 +671%
CCC
3349
Chelsea Counsel Company
California
$25.5K
TWD
3350
True Wealth Design
Ohio
$25.5K

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.