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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
GL
801
Governors Lane
New York
$12.7M +$2.45M +5,000 +25%
CSPIA
802
Cary Street Partners Investment Advisory
Virginia
$12.7M +$887K +1,810 +8%
Walleye Capital
803
Walleye Capital
New York
$12.7M +$216K +441 +2%
MAA
804
Matrix Asset Advisors
New York
$12.7M -$47.5K -97 -0.4%
JSSH
805
J. Safra Sarasin Holding
$12.6M +$12.2M +24,976 New
RC
806
Roundview Capital
New Jersey
$12.6M -$1.29M -2,625 -10%
WS
807
Wedbush Securities
California
$12.6M -$960K -1,959 -7%
TAM
808
Tocqueville Asset Management
New York
$12.6M -$254K -519 -2%
SF
809
Summit Financial
New Jersey
$12.5M +$3.35M +6,837 +39%
FNFDCM
810
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$12.5M +$237K +484 +2%
SAM
811
Synergy Asset Management
Washington
$12.4M -$3.58M -7,311 -23%
CIS
812
Capital International Sarl
California
$12.4M +$2.65M +5,411 +29%
MGIA
813
Moneta Group Investment Advisors
Missouri
$12.3M +$1.39M +2,840 +13%
LCM
814
Logan Capital Management
Pennsylvania
$12.3M -$552K -1,127 -4%
CGH
815
Crossmark Global Holdings
Texas
$12.3M -$8.44M -17,229 -42%
LNWWM
816
Laird Norton Wetherby Wealth Management
California
$12.3M -$751K -1,532 -6%
AHB
817
Abner Herrman & Brock
New Jersey
$12.1M -$243K -495 -2%
WP
818
Waycross Partners
Kentucky
$12.1M +$9.65M +19,687 +492%
IWC
819
Integrated Wealth Concepts
Massachusetts
$12M +$795K +1,623 +7%
MMA
820
Miracle Mile Advisors
California
$11.9M -$1.3M -2,661 -10%
MC
821
Miramar Capital
Illinois
$11.9M +$797K +1,627 +7%
AR
822
Advisory Research
Illinois
$11.8M +$418K +853 +4%
HNW
823
High Note Wealth
Minnesota
$11.8M +$497K +1,013 +5%
LIM
824
Leavell Investment Management
Alabama
$11.7M +$430K +877 +4%
PCA
825
Pallas Capital Advisors
Massachusetts
$11.7M +$422K +861 +4%

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.