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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
SVCP
976
Silicon Valley Capital Partners
California
$8.35M +$949K +1,936 +13%
AG
977
AIA Group
Hong Kong
$8.35M +$304K +621 +4%
BWA
978
Burt Wealth Advisors
Maryland
$8.34M -$469K -957 -6%
BFIC
979
Bedell Frazier Investment Counselling
California
$8.27M +$982K +2,004 +14%
BFC
980
Blue Fin Capital
Rhode Island
$8.25M +$127K +259 +2%
GIM
981
Goelzer Investment Management
Indiana
$8.24M -$1.05M -2,147 -12%
RDWM
982
Red Door Wealth Management
Tennessee
$8.22M +$522K +1,064 +7%
TCBWMS
983
Texas Capital Bank Wealth Management Services
Texas
$8.22M +$487K +994 +7%
SC
984
Savant Capital
Illinois
$8.17M -$592K -1,208 -7%
BB
985
Busey Bank
Illinois
$8.14M -$258K -526 -3%
AIP
986
Alapocas Investment Partners
Massachusetts
$8.14M +$329K +671 +4%
GAM
987
Griffin Asset Management
New York
$8.14M +$255K +520 +3%
MWM
988
Marietta Wealth Management
Georgia
$8.12M +$292K +596 +4%
BCM
989
BTC Capital Management
Iowa
$8.04M -$16.7K -34 -0.2%
PMAM
990
Picton Mahoney Asset Management
Ontario, Canada
$8.03M -$1.06M -2,155 -12%
HCM
991
Hilton Capital Management
New York
$7.94M +$269K +548 +4%
RCP
992
Rothschild Capital Partners
New York
$7.88M
AIMC
993
Alley Investment Management Company
Illinois
$7.86M +$43.6K +89 +0.6%
CT
994
Colonial Trust
South Carolina
$7.84M +$342K +698 +5%
EFS
995
Essex Financial Services
Connecticut
$7.82M +$1.3M +2,659 +24%
IEFM
996
IQ EQ Fund Management
Ireland
$7.81M +$16.2K +33 +0.2%
SCM
997
SOL Capital Management
Maryland
$7.8M +$399K +815 +6%
ADL
998
Asset Dedication LLC
California
$7.76M +$151K +309 +2%
S
999
SimplyRich
California
$7.74M +$490 +1 +0%
ZB
1000
Zions Bancorporation
Utah
$7.71M -$729K -1,488 -9%

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.