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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
SIC
1001
Sigma Investment Counselors
Michigan
$7.71M +$5.88K +12 +0.1%
CIG
1002
Consolidated Investment Group
Colorado
$7.71M -$686K -1,400 -8%
SPC
1003
Spirepoint Private Client
Florida
$7.69M +$156K +319 +2%
KWA
1004
Kingswood Wealth Advisors
California
$7.69M +$317K +646 +4%
WIS
1005
Wright Investors Service
Connecticut
$7.69M -$136K -278 -2%
VFA
1006
Valeo Financial Advisors
Indiana
$7.67M +$611K +1,246 +9%
MAS
1007
Meeder Advisory Services
Ohio
$7.64M +$1.85M +3,777 +34%
DWM
1008
Diversify Wealth Management
Utah
$7.63M +$6.56M +13,388 New
AC
1009
Asio Capital
Kentucky
$7.62M +$31.4K +64 +0.4%
BSC
1010
Brown Shipley & Co
United Kingdom
$7.61M -$916K -1,869 -11%
SPC
1011
Sigma Planning Corp
Michigan
$7.6M -$458K -935 -6%
SCM
1012
Schnieders Capital Management
California
$7.6M -$537K -1,095 -7%
TCCM
1013
Timber Creek Capital Management
Massachusetts
$7.58M -$736K -1,502 -9%
B
1014
Bellecapital
Switzerland
$7.58M +$263K +536 +4%
TIM
1015
Thompson Investment Management
Wisconsin
$7.53M +$212K +432 +3%
ELI
1016
Empire Life Investments
Ontario, Canada
$7.53M -$215K -439 -3%
NRG
1017
Nemes Rush Group
Michigan
$7.52M +$163K +333 +2%
BI
1018
Ballast Inc
Kentucky
$7.52M +$6.37K +13 +0.1%
MPM
1019
Meritage Portfolio Management
Kansas
$7.52M -$68.1K -139 -0.9%
FRA
1020
Frank Rimerman Advisors
California
$7.51M +$7.22M +14,725 +61,354%
JWBC
1021
J.W. Burns & Co
New York
$7.49M -$1.47K -3 -0%
NP
1022
NorthRock Partners
Minnesota
$7.49M +$862K +1,758 +14%
Qube Research & Technologies (QRT)
1023
Qube Research & Technologies (QRT)
United Kingdom
$7.49M -$334M -682,222 -98%
SWK
1024
Stephen W. Kidder
$7.48M +$381K +777 +6%
MIA
1025
MainStreet Investment Advisors
Illinois
$7.48M -$643K -1,312 -8%

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.