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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
LAM
3351
Lummis Asset Management
Texas
$23.4K
NI
3352
NCP Inc
California
$23.2K
DF
3353
DecisionPoint Financial
Arizona
$23K -$8.33K -17 -30%
FDCP
3354
Foster Dykema Cabot & Partners
Massachusetts
$22.9K -$9.31K -19 -30%
TC
3355
Tacita Capital
Ontario, Canada
$21.4K
RF
3356
Robbins Farley
New Hampshire
$21.4K +$980 +2 +5%
PIS
3357
POM Investment Strategies
North Carolina
$20.9K +$17.2K +35 +583%
EFP
3358
EnRich Financial Partners
Wisconsin
$19.4K +$18.6K +38 New
IA
3359
IFS Advisors
Kansas
$17.1K
DP
3360
Denver PWM
Colorado
$13.8K +$13.2K +27 New
JFG
3361
JDM Financial Group
Texas
$13.2K
WFG
3362
Wormser Freres Gestion
France
$13.2K
ATC
3363
Advantage Trust Company
Kansas
$12.7K
EL
3364
EMFO LLC
Florida
$12.7K
ACM
3365
Anfield Capital Management
California
$12.7K +$12.3K +25 New
CAM
3366
Chesapeake Asset Management
New York
$12.6K
PWM
3367
Partnership Wealth Management
Maryland
$11.2K +$10.8K +22 New
GWSA
3368
Global Wealth Strategies & Associates
Colorado
$10.7K
NAAA
3369
New Age Alpha Advisors
New York
$10.7K +$10.3K +21 New
MSG
3370
Main Street Group
Virginia
$10.4K -$25K -51 -71%
SC
3371
Stephens Consulting
Michigan
$10.2K
4FG
3372
4Thought Financial Group
New York
$10.2K
WCM
3373
Westend Capital Management
California
$9.4K -$14.2K -29 -60%
SA
3374
SRH Advisors
Kansas
$9.17K -$4.9K -10 -36%
GAG
3375
Goodman Advisory Group
Massachusetts
$9.17K

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.