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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
CAM
3501
Crestone Asset Management
Colorado
-$252K -510 Closed
TA
3502
TrueWealth Advisors
Alabama
-$251K -506 Closed
CCI
3503
Credit Capital Investments
New Jersey
-$247K -500 Closed
EFI
3504
EHP Funds Inc
Canada
-$247K -500 Closed
AFS
3505
Axiom Financial Strategies
Indiana
-$242K -490 Closed
LWM
3506
Lakeridge Wealth Management
Ohio
-$242K -489 Closed
CSIA
3507
Charles Schwab Investment Advisory
California
-$240K -484 Closed
HBWM
3508
Hollow Brook Wealth Management
New York
-$236K -478 Closed
GCM
3509
Graham Capital Management
Connecticut
-$236K -477 Closed
WDL
3510
Well Done LLC
Michigan
-$235K -475 Closed
RWM
3511
Revisor Wealth Management
Ohio
-$239K -469 Closed
IPWA
3512
International Private Wealth Advisors
California
-$228K -460 Closed
MWM
3513
McNaughton Wealth Management
California
-$228K -460 Closed
JC
3514
Jacobs & Co
California
-$227K -459 Closed
FIBT
3515
First International Bank & Trust
North Dakota
-$225K -454 Closed
SL
3516
Summitry LLC
California
-$217K -439 Closed
WA
3517
WESPAC Advisors
California
-$217K -439 Closed
DWM
3518
Destination Wealth Management
California
-$214K -432 Closed
MAG
3519
Mayfair Advisory Group
Alabama
-$212K -428 Closed
FL
3520
Fort LP
Maryland
-$211K -427 Closed
AIP
3521
Almanack Investment Partners
Pennsylvania
-$211K -426 Closed
FP
3522
Fiduciary Planning
Florida
-$208K -421 Closed
PWMG
3523
Pinnacle Wealth Management Group
Michigan
-$205K -415 Closed
LAM
3524
Lifestyle Asset Management
Texas
-$204K -413 Closed
MWM
3525
Meritas Wealth Management
California
-$204K -413 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.