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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
LSAG
1101
Lake Street Advisors Group
New Hampshire
$6.2M +$15.2K +31 +0.3%
CANC
1102
Culbertson A N & Co
Virginia
$6.17M -$6.37K -13 -0.1%
CFGS
1103
Concourse Financial Group Securities
Alabama
$6.17M -$60.3K -123 -1%
SCP
1104
Stamos Capital Partners
California
$6.16M +$961K +1,960 +19%
PCTC
1105
Perkins Coie Trust Company
Washington
$6.15M -$92.1K -188 -2%
SWIG
1106
Strategic Wealth Investment Group
Kentucky
$6.12M +$6.07M +12,382 New
STA
1107
Summit Trail Advisors
New York
$6.12M +$1.47M +2,999 +33%
SFS
1108
Stiles Financial Services
Minnesota
$6.1M +$126K +257 +2%
RWM
1109
RBA Wealth Management
California
$6.08M +$76.5K +156 +1%
CT
1110
Chicago Trust
Illinois
$6.07M -$287K -586 -5%
MMG
1111
Monetary Management Group
Missouri
$6.05M -$24.5K -50 -0.4%
CFSG
1112
Community Financial Services Group
Vermont
$6.04M +$379K +774 +7%
FFA
1113
Farther Finance Advisors
California
$6.03M +$1.72M +3,517 +41%
CWG
1114
Cornerstone Wealth Group
North Carolina
$6.03M +$425K +867 +8%
SHFP
1115
Second Half Financial Partners
Florida
$6.02M +$2.94M +6,000 +103%
CHC
1116
City Holding Co
West Virginia
$5.98M +$102K +208 +2%
BWL
1117
Bogart Wealth LLC
Virginia
$5.97M -$1.39M -2,828 -19%
ZIG
1118
Zurich Insurance Group
Switzerland
$5.96M
WANY
1119
Wealthspire Advisors (New York)
New York
$5.96M -$260K -531 -4%
RWM
1120
Rockline Wealth Management
New York
$5.95M +$184K +375 +3%
TAIM
1121
Te Ahumairangi Investment Management
New Zealand
$5.93M -$1.04M -2,120 -15%
DWM
1122
Dynasty Wealth Management
Florida
$5.93M +$77.9K +159 +1%
CWM
1123
Connecticut Wealth Management
Connecticut
$5.92M -$312K -636 -5%
WPW
1124
Waldron Private Wealth
Pennsylvania
$5.92M +$7.84K +16 +0.1%
NS
1125
NBC Securities
Alabama
$5.91M -$75K -153 -1%

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.