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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
LIM
3376
Longfellow Investment Management
Massachusetts
$9.17K +$980 +2 +13%
CJH
3377
Christopher J. Hasenberg
Wisconsin
$8.66K
DMIC
3378
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.66K +$3.92K +8 +89%
CMBA
3379
C.M. Bidwell & Associates
Hawaii
$8.15K
PS
3380
PayPay Securities
Japan
$7.64K +$1.47K +3 +25%
FIA
3381
FPC Investment Advisory
California
$6.31K
PPWM
3382
PFG Private Wealth Management
Florida
$5.6K -$39.2K -80 -88%
SWM
3383
Sanctuary Wealth Management
Idaho
$5.6K +$2.45K +5 +83%
BCPWM
3384
Bradley & Co Private Wealth Management
Florida
$5.09K
TCM
3385
Tributary Capital Management
Nebraska
$4.58K
EC
3386
Elequin Capital
New York
$4.58K +$4.41K +9 New
PP
3387
Pacifica Partners
Canada
$4.41K -$19.6K -40 -82%
CWA
3388
Carolina Wealth Advisors
South Carolina
$4.07K
GIM
3389
Gold Investment Management
Alberta, Canada
$4.07K
HFS
3390
HBC Financial Services
Washington
$4K
CWM
3391
Cedar Wealth Management
California
$3.06K -$2.94K -6 -50%
AFWM
3392
Abich Financial Wealth Management
Virginia
$3.06K
HI
3393
Hoey Investments
Pennsylvania
$1.53K -$920K -1,877 -100%
BIM
3394
Breakwater Investment Management
Washington
$1.53K
TJHA
3395
Thomas J. Herzfeld Advisors
Florida
$1.53K +$1.47K +3 New
FGAM
3396
Financial Gravity Asset Management
Texas
$1.02K -$34.3K -70 -97%
FHC
3397
First Heartland Consultants
Missouri
$572 +$51K +104 +10%
SWM
3398
Spire Wealth Management
Virginia
$12
GAA
3399
Global Assets Advisory
Florida
-$1.17M -570,990 Closed
CF
3400
Canoe Financial
Alberta, Canada
-$252M -509,098 Closed

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.