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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
SGH
3426
Sivik Global Healthcare
Connecticut
-$4.95M -10,000 Closed
DA
3427
Duality Advisers
Florida
-$4.6M -9,302 Closed
DAM
3428
Deltec Asset Management
New York
-$4.57M -9,232 Closed
SLG
3429
Stanley-Laman Group
Pennsylvania
-$4.03M -8,150 Closed
SCM
3430
Sitrin Capital Management
California
-$3.79M -7,663 Closed
TC
3431
TwinBeech Capital
New York
-$3.7M -7,486 Closed
CCM
3432
Consolidated Capital Management
California
-$3.53M -7,139 Closed
BP
3433
Broadleaf Partners
Ohio
-$3.53M -7,131 Closed
EP
3434
Edgestream Partners
New Jersey
-$3M -6,073 Closed
PI
3435
PGGM Investments
Netherlands
-$2.95M -5,971 Closed
RFM
3436
Royal Fund Management
Florida
-$2.9M -5,860 Closed
PFA
3437
Peak Financial Advisors
Colorado
-$2.85M -5,762 Closed
RP
3438
Regal Partners
Australia
-$2.62M -5,292 Closed
TAM
3439
Tealwood Asset Management
Minnesota
-$2.49M -5,041 Closed
SCM
3440
Stevens Capital Management
Pennsylvania
-$2.36M -4,779 Closed
IFU
3441
iSAM Funds (UK)
United Kingdom
-$2M -4,051 Closed
LAS
3442
Lloyd Advisory Services
Georgia
-$1.93M -3,910 Closed
BCM
3443
BlueCrest Capital Management
Jersey
-$1.68M -3,387 Closed
BFA
3444
Brendel Financial Advisors
New Hampshire
-$1.57M -3,168 Closed
AFA
3445
Abacus FCF Advisors
Florida
-$1.52M -3,078 Closed
WWS
3446
Wellington Wealth Strategies
Indiana
-$1.51M -3,056 Closed
FNBOH
3447
First National Bank of Hutchinson
Kansas
-$1.5M -3,033 Closed
AA
3448
Altman Advisors
Illinois
-$1.47M -3,001 Closed
RAM
3449
Readystate Asset Management
Illinois
-$1.42M -2,896 Closed
KPWG
3450
KFA Private Wealth Group
Virginia
-$1.39M -2,807 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.