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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
PFS
926
Prospera Financial Services
Texas
$9.44M +$160K +326 +2%
PA
927
Profund Advisors
Maryland
$9.4M -$159K -324 -2%
AP
928
Americana Partners
Texas
$9.37M +$24K +49 +0.3%
PVI
929
Pine Valley Investments
New Jersey
$9.18M +$995K +2,031 +13%
GWWM
930
Great Waters Wealth Management
Minnesota
$9.17M -$311K -634 -3%
GCAC
931
Guardian Capital Advisors (Canada)
Ontario, Canada
$9.14M -$179K -366 -2%
FFP
932
FourThought Financial Partners
Florida
$9.14M +$463K +945 +6%
FMTC
933
Farmers & Merchants Trust Company
California
$9.13M -$62.7K -128 -0.7%
CBT
934
Central Bank & Trust
Kentucky
$9.13M -$40.7K -83 -0.5%
AUB
935
Atlantic Union Bankshares
Virginia
$9.11M -$194K -396 -2%
DR
936
Davis Rea
Ontario, Canada
$9.09M -$1.19M -2,436 -12%
CNBTD
937
Citizens National Bank Trust Department
Mississippi
$9.08M -$66.2K -135 -0.8%
RCM
938
RNC Capital Management
California
$9.08M +$623K +1,272 +8%
AG
939
AlTi Global
New York
$9.04M -$1.12M -2,277 -11%
NAM
940
NorthCrest Asset Manangement
Minnesota
$9.03M +$228K +465 +3%
BONST
941
Bank of Nova Scotia Trust
Ontario, Canada
$9.02M +$239K +488 +3%
ECM
942
Estabrook Capital Management
New York
$9.02M -$77K -157 -0.9%
SIM
943
Stratos Investment Management
Ohio
$9M +$650K +1,326 +8%
BIA
944
Biondo Investment Advisors
Pennsylvania
$8.99M +$194K +396 +2%
ECM
945
Evergreen Capital Management
Washington
$8.99M +$617K +1,259 +8%
MAM
946
Morse Asset Management
Connecticut
$8.98M -$437K -891 -5%
LG
947
Leuthold Group
Minnesota
$8.94M -$3.73M -7,612 -30%
CAC
948
Core Alternative Capital
Georgia
$8.9M -$5.3M -10,815 -38%
CWM
949
Chronos Wealth Management
Florida
$8.89M +$208K +424 +2%
SNB
950
Security National Bank
Nebraska
$8.87M +$24.5K +50 +0.3%

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.