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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
SPA
3476
Sherbrooke Park Advisers
New York
-$475K -961 Closed
KI
3477
Kapitalo Investimentos
Brazil
-$460K -930 Closed
DWA
3478
Delap Wealth Advisory
Oregon
-$450K -910 Closed
PA
3479
Perennial Advisors
New York
-$422K -854 Closed
Q
3480
QVR
California
-$413K -835 Closed
CMTU
3481
Capital Markets Trading (UK)
United Kingdom
-$399K -806 Closed
LAS
3482
LWM Advisory Services
Florida
-$372K -751 Closed
FDS
3483
First Dallas Securities
Texas
-$371K -750 Closed
SWM
3484
Shelton Wealth Management
Texas
-$364K -736 Closed
SGCA
3485
Steel Grove Capital Advisors
Tennessee
-$352K -711 Closed
MMC
3486
Mizuho Markets Cayman
Cayman Islands
-$343K -675 Closed
DA
3487
DCM Advisors
New York
-$329K -665 Closed
IDA
3488
Intelligence Driven Advisers
California
-$326K -659 Closed
MC
3489
Maverick Capital
Texas
-$305K -616 Closed
MIM
3490
Merrion Investment Management
New Jersey
-$302K -611 Closed
MCM
3491
Mengis Capital Management
Oregon
-$301K -609 Closed
SCM
3492
Stonehearth Capital Management
Massachusetts
-$289K -584 Closed
CFS
3493
Coordinated Financial Services
Colorado
-$283K -571 Closed
QC
3494
QCM Cayman
Texas
-$281K -569 Closed
KFS
3495
Kaizen Financial Strategies
California
-$271K -549 Closed
PCM
3496
Palisade Capital Management
New Jersey
-$264K -533 Closed
CC
3497
Corton Capital
Ontario, Canada
-$260K -526 Closed
AAM
3498
Azzad Asset Management
Virginia
-$256K -518 Closed
CNWM
3499
Clay Northam Wealth Management
California
-$255K -515 Closed
FA
3500
Fortis Advisors
Pennsylvania
-$254K -513 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.