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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
ERWM
951
Elk River Wealth Management
Colorado
$8.8M -$30.9K -63 -0.4%
SIG
952
Stonegate Investment Group
Alabama
$8.78M -$239K -488 -3%
MC
953
Montag & Caldwell
Georgia
$8.77M -$2.28M -4,661 -21%
OAM
954
Ostrum Asset Management
France
$8.75M -$566K -1,155 -6%
FTDI
955
First Trust Direct Indexing
Massachusetts
$8.75M +$1.65M +3,358 +24%
SGI
956
Summit Global Investments
Utah
$8.72M +$2.92M +5,957 +53%
TFS
957
Thoroughbred Financial Services
Tennessee
$8.68M +$2.6M +5,313 +45%
GIA
958
GHP Investment Advisors
Colorado
$8.62M +$107K +219 +1%
UAM
959
Unison Asset Management
Florida
$8.61M +$1.23M +2,502 +17%
SBIA
960
Sheaff Brock Investment Advisors
Indiana
$8.61M -$199K -407 -2%
ANTB
961
AMG National Trust Bank
Colorado
$8.6M +$678K +1,383 +9%
LNB
962
Ledyard National Bank
$8.57M +$359K +732 +5%
SWS
963
SYSTM Wealth Solutions
Illinois
$8.56M -$443K -904 -5%
AWM
964
Avitas Wealth Management
California
$8.56M -$111K -226 -1%
TWM
965
Tradition Wealth Management
Minnesota
$8.55M +$75.5K +154 +0.9%
AT
966
American Trust
Kentucky
$8.52M -$365K -744 -4%
VCA
967
Verdence Capital Advisors
Maryland
$8.51M +$65.7K +134 +0.8%
BWM
968
Bulltick Wealth Management
Florida
$8.51M +$2.51M +5,111 +44%
BEC
969
Blue Edge Capital
Virginia
$8.47M -$13.7K -28 -0.2%
SC
970
Stolper & Co
Oklahoma
$8.44M +$122K +248 +2%
BP
971
Ballentine Partners
Massachusetts
$8.41M -$1.46M -2,981 -15%
MJP
972
Michael J. Puzo
$8.41M +$469K +957 +6%
OCM
973
Olstein Capital Management
New York
$8.4M +$980K +2,000 +14%
WC
974
Winmill & Co
New York
$8.39M
FFA
975
Fragasso Financial Advisors
Pennsylvania
$8.36M +$236K +482 +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.