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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
VL
3526
Vima LLC
Michigan
-$194K -411 Closed
XT
3527
XTX Topco
Cayman Islands
-$203K -411 Closed
WTFG
3528
Wells Trecaso Financial Group
Ohio
-$202K -409 Closed
IWN
3529
Independent Wealth Network
Iowa
-$202K -408 Closed
AW
3530
Apricus Wealth
South Carolina
-$201K -407 Closed
CIS
3531
Connors Investor Services
Pennsylvania
-$201K -407 Closed
BWA
3532
Beam Wealth Advisors
Louisiana
-$201K -406 Closed
EMFAT
3533
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$189K -383 Closed
NIC
3534
Northwest Investment Counselors
Oregon
-$187K -378 Closed
PVH
3535
Psagot Value Holdings
Israel
-$172K -348 Closed
VIA
3536
Virtus Investment Advisers
Connecticut
-$160K -324 Closed
AAG
3537
Accordant Advisory Group
Maryland
-$155K -314 Closed
MAWCM
3538
Mine & Arao Wealth Creation & Management
California
-$107K -217 Closed
CWAF
3539
Core Wealth Advisors (Florida)
Florida
-$96.7K -196 Closed
EC
3540
EntryPoint Capital
New York
-$74.7K -151 Closed
FSWA
3541
Financial Synergies Wealth Advisors
Texas
-$57.9K -117 Closed
MAM
3542
MMA Asset Management
Pennsylvania
-$57.8K -117 Closed
CM
3543
Capula Management
Cayman Islands
-$40.7K -83 Closed
TWP
3544
TFO Wealth Partners
Ohio
-$29.2K -59 Closed
MCM
3545
MidAtlantic Capital Management
Virginia
-$22.3K -45 Closed
MDCM
3546
Morgan Dempsey Capital Management
Wisconsin
-$11.9K -24 Closed
KSWA
3547
Kathleen S. Wright Associates
Pennsylvania
-$8.41K -17 Closed
IPW
3548
Impact Partnership Wealth
Georgia
-$1.48K -3 Closed
NC
3549
NewSquare Capital
Pennsylvania
-$1.48K -3 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.