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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
MA
851
Mutual Advisors
Nebraska
$11M -$91.7K -187 -1%
WAS
852
Wealth Advisory Solutions
Indiana
$11M +$1.11M +2,262 +12%
WF
853
WoodTrust Financial
Wisconsin
$11M +$183K +374 +2%
DAC
854
Dividend Assets Capital
South Carolina
$11M -$66.7K -136 -0.6%
BFG
855
Berger Financial Group
Minnesota
$11M +$4.41K +9 +0%
SAM
856
Smithbridge Asset Management
Pennsylvania
$11M -$545K -1,111 -5%
LOAMS
857
Lombard Odier Asset Management (Switzerland)
Switzerland
$11M -$13.4M -27,430 -56%
KNW
858
Kesler Norman & Wride
Utah
$10.9M +$910K +1,856 +9%
CI
859
CX Institutional
Indiana
$10.9M +$291K +593 +3%
TCM
860
Twin Capital Management
Pennsylvania
$10.9M -$487K -993 -4%
BCB
861
Brian C. Broderick
$10.9M +$305K +622 +3%
IB
862
Iyo Bank
Japan
$10.9M +$2.58M +5,260 +33%
Nomura Holdings
863
Nomura Holdings
Japan
$10.9M -$2.79M -5,687 -21%
SIA
864
Schechter Investment Advisors
Michigan
$10.9M +$258K +527 +3%
SLI
865
Sumitomo Life Insurance
Japan
$10.8M -$1.69M -3,439 -14%
WCM
866
Wedge Capital Management
North Carolina
$10.8M +$670K +1,367 +7%
CIA
867
Concurrent Investment Advisors
Florida
$10.7M +$3.19M +6,501 +45%
SG
868
Sienna Gestion
France
$10.7M +$9.95M +20,299 +2,619%
NB
869
NBT Bank
New York
$10.7M +$169K +344 +2%
CG
870
Caprock Group
Idaho
$10.7M +$3.36M +6,848 +48%
IWA
871
Icon Wealth Advisors
Texas
$10.7M +$830K +1,694 +10%
STAS
872
Strong Tower Advisory Services
Minnesota
$10.7M +$367K +748 +4%
CIA
873
Capital Investment Advisors
Georgia
$10.7M +$945K +1,928 +10%
CA
874
Cullinan Associates
Kentucky
$10.7M +$2.11M +4,298 +26%
YIH
875
Y-Intercept (HK)
Hong Kong
$10.7M +$10.3M +20,913 New

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.