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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
ST
1026
Spinnaker Trust
Maine
$7.47M +$209K +427 +3%
HCMT
1027
Highland Capital Management (Tennessee)
Tennessee
$7.45M -$803K -1,638 -10%
CT
1028
Coastline Trust
Rhode Island
$7.4M -$308K -629 -4%
GIA
1029
Gladstone Institutional Advisory
Florida
$7.39M -$58.8K -120 -0.8%
CCA
1030
Checchi Capital Advisers
California
$7.38M -$297K -605 -4%
BCM
1031
Buckhead Capital Management
Georgia
$7.38M +$29.9K +61 +0.4%
USCWA
1032
U.S. Capital Wealth Advisors
Texas
$7.29M +$361K +736 +5%
TCM
1033
Telos Capital Management
California
$7.27M -$135K -275 -2%
MSWM
1034
Mader & Shannon Wealth Management
Missouri
$7.25M -$320K -652 -4%
ACM
1035
Aljian Capital Management
Nevada
$7.24M -$165K -336 -2%
FHB
1036
First Hawaiian Bank
Hawaii
$7.21M -$1.38M -2,806 -17%
NGA
1037
Naples Global Advisors
Florida
$7.17M +$247K +504 +4%
VCWA
1038
Vanguard Capital Wealth Advisors
Colorado
$7.16M +$68.6K +140 +1%
TPA
1039
Trivium Point Advisory
Connecticut
$7.14M +$341K +696 +5%
CCFCSB
1040
Cape Cod Five Cents Savings Bank
Massachusetts
$7.14M +$139K +284 +2%
LCM
1041
Liberty Capital Management
Michigan
$7.13M +$53.4K +109 +0.8%
TL
1042
Tradewinds LLC
North Carolina
$7.12M -$6.03M -12,294 -47%
BWS
1043
Buck Wealth Strategies
Colorado
$7.11M +$6.84M +13,965 New
Verition Fund Management
1044
Verition Fund Management
Connecticut
$7.11M -$77.9K -159 -1%
KFP
1045
KMG Fiduciary Partners
Ohio
$7.07M -$243K -495 -3%
DSC
1046
Duncker Streett & Co
Missouri
$7.06M -$80.4K -164 -1%
RMC
1047
Resources Management Corp
Connecticut
$7.05M +$276K +563 +4%
CBTWT
1048
Community Bank & Trust (Waco, Texas)
Texas
$7.03M +$12.7K +26 +0.2%
HTIM
1049
Harbour Trust & Investment Management
Indiana
$7.03M +$765K +1,561 +13%
SC
1050
Syon Capital
California
$7.03M +$466K +951 +7%

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.