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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
HR
726
Howe & Rusling
New York
$15.5M +$1.57M +3,201 +12%
NWM
727
Nicola Wealth Management
British Columbia, Canada
$15.5M +$1.23M +2,500 +9%
BBA
728
Baader Bank Aktiengesellschaft
Germany
$15.4M +$608K +1,241 +4%
CIA
729
CCM Investment Advisers
South Carolina
$15.4M -$205K -419 -1%
DCM
730
Dupont Capital Management
Delaware
$15.4M -$4.64M -9,466 -24%
SWM
731
Segment Wealth Management
Texas
$15.4M +$163K +333 +1%
BRCM
732
Bright Rock Capital Management
Massachusetts
$15.3M +$2.45M +5,000 +20%
CLOS
733
Compagnie Lombard Odier SCmA
Switzerland
$15.2M -$7.56M -15,422 -34%
OMC
734
Overbrook Management Corp
New York
$15.2M -$1.15M -2,349 -7%
KRSITF
735
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$15.1M -$410K -837 -3%
NMIMC
736
Northwestern Mutual Investment Management Company
Wisconsin
$14.9M -$28.9K -59 -0.2%
SCI
737
S&CO Inc
Massachusetts
$14.9M +$619K +1,263 +5%
KWMG
738
King Wealth Management Group
Florida
$14.9M -$510K -1,040 -3%
TBA
739
Tower Bridge Advisors
Pennsylvania
$14.9M +$1.53M +3,120 +12%
MWM
740
Moran Wealth Management
Florida
$14.9M +$50K +102 +0.4%
CHCM
741
Columbus Hill Capital Management
New Jersey
$14.8M +$14.2M +29,041 New
MC
742
Middleton & Co
Massachusetts
$14.6M -$364K -743 -3%
SC
743
Scholtz & Company
Connecticut
$14.6M +$734K +1,497 +6%
MSFP
744
Mark Sheptoff Financial Planning
Connecticut
$14.6M -$404K -824 -3%
CCM
745
Carlson Capital Management
Minnesota
$14.4M -$349K -712 -2%
MCM
746
McRae Capital Management
New Jersey
$14.3M +$770K +1,570 +6%
LS
747
Livforsakringsbolaget Skandia
Sweden
$14.3M -$245K -500 -2%
BG
748
BDF Gestion
France
$14.3M +$13.7M +28,048 New
PIM
749
Penobscot Investment Management
Massachusetts
$14.2M +$423K +864 +3%
PTB
750
Pioneer Trust Bank
Oregon
$14.1M +$333K +680 +3%

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.