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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
FB
1051
Fulton Bank
Pennsylvania
$6.97M +$319K +651 +5%
CWM
1052
CMH Wealth Management
New Hampshire
$6.97M +$145K +295 +2%
ECML
1053
Eagle Capital Management (Louisiana)
Louisiana
$6.93M -$106K -217 -2%
SAM
1054
Simplify Asset Management
Nevada
$6.93M +$5.73M +11,700 +616%
TW
1055
TritonPoint Wealth
Maryland
$6.92M +$524K +1,070 +9%
GIP
1056
Granite Investment Partners
California
$6.91M -$462K -943 -6%
PWM
1057
Perigon Wealth Management
California
$6.9M -$144K -293 -2%
GFS
1058
GYL Financial Synergies
Connecticut
$6.84M +$53.9K +110 +0.8%
IA
1059
IFP Advisors
Florida
$6.76M +$223K +454 +4%
HCA
1060
Harbour Capital Advisors
Virginia
$6.76M +$26.5K +54 +0.4%
MASUI
1061
MIRAE ASSET SECURITIES (USA) INC.
New York
$6.75M +$6.5M +13,256 New
SSB
1062
Sandy Spring Bank
Maryland
$6.75M -$38.7K -79 -0.6%
SIG
1063
Sky Investment Group
Connecticut
$6.74M -$8.33K -17 -0.1%
CICC
1064
Capital Investment Counsel (Colorado)
Colorado
$6.71M +$770K +1,571 +14%
1IA
1065
1834 Investment Advisors
Wisconsin
$6.68M -$777K -1,586 -11%
MWA
1066
Meridian Wealth Advisors
Texas
$6.66M +$228K +465 +4%
RWM
1067
Ritholtz Wealth Management
New York
$6.65M -$1.4M -2,859 -18%
CCM
1068
Canal Capital Management
Virginia
$6.65M +$229K +467 +4%
SW
1069
SlateStone Wealth
Florida
$6.64M +$337K +688 +6%
HSA
1070
HBK Sorce Advisory
Pennsylvania
$6.63M -$603K -1,230 -9%
KFBMI
1071
Kentucky Farm Bureau Mutual Insurance
Kentucky
$6.62M
APWM
1072
Argonautica Private Wealth Management
Massachusetts
$6.62M -$1.47M -3,000 -19%
SDWIA
1073
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$6.61M -$64.2K -131 -1%
UIA
1074
Ulland Investment Advisors
Minnesota
$6.53M -$93.6K -191 -1%
BHWM
1075
Bar Harbor Wealth Management
New Hampshire
$6.51M -$45.1K -92 -0.7%

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.