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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
GFG
3451
Greystone Financial Group
Michigan
-$1.26M -2,543 Closed
EAM
3452
EdenTree Asset Management
United Kingdom
-$1.08M -2,192 Closed
PFA
3453
Professional Financial Advisors
Nebraska
-$1.06M -2,150 Closed
MIH
3454
Meitav Investment House
Israel
-$1.01M -2,044 Closed
WFC
3455
Western Financial Corp
California
-$992K -2,005 Closed
LOAMU
3456
Lombard Odier Asset Management (USA)
New York
-$958K -1,936 Closed
PPP
3457
Private Portfolio Partners
New Jersey
-$951K -1,922 Closed
SAW
3458
Signal Advisors Wealth
Michigan
-$892K -1,802 Closed
NLP
3459
Next Level Private
New York
-$854K -1,726 Closed
CGIM
3460
Capital Group Investment Management
Singapore
-$819K -1,655 Closed
MC
3461
Machina Capital
France
-$802K -1,621 Closed
ARC
3462
Advisor Resource Council
Texas
-$834K -1,584 Closed
HT
3463
Headlands Technologies
Illinois
-$711K -1,438 Closed
FA
3464
Fiducient Advisors
Illinois
-$709K -1,432 Closed
EFMH
3465
E Fund Management (HK)
Hong Kong
-$683K -1,380 Closed
ACM
3466
Arlington Capital Management
Illinois
-$676K -1,367 Closed
WLG
3467
Williamson Legacy Group
Indiana
-$668K -1,351 Closed
EA
3468
Emerald Advisers
Pennsylvania
-$663K -1,340 Closed
SC
3469
SRB Corp
Massachusetts
-$652K -1,318 Closed
DF
3470
Donoghue Forlines
Massachusetts
-$633K -1,279 Closed
NP
3471
Ninepoint Partners
Ontario, Canada
-$629K -1,271 Closed
GHAM
3472
Gilman Hill Asset Management
Connecticut
-$627K -1,267 Closed
GQG Partners
3473
GQG Partners
Florida
-$552K -1,116 Closed
EFA
3474
Edge Financial Advisors
Illinois
-$548K -1,108 Closed
NJBEST
3475
New Jersey Better Educational Savings Trust
New Jersey
-$526K -1,063 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.