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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
VPI
1126
Value Partners Investments
Manitoba, Canada
$5.9M +$36.8K +75 +0.7%
JIP
1127
Jaffetilchin Investment Partners
Florida
$5.9M +$174K +354 +3%
LA
1128
Legacy Advisors
Pennsylvania
$5.89M -$258K -527 -4%
PI
1129
PFG Investments
New York
$5.88M -$647K -1,320 -10%
IAN
1130
Integrated Advisors Network
Texas
$5.87M -$3.57M -7,275 -39%
TC
1131
Trium Capital
United Kingdom
$5.87M -$2.1M -4,283 -27%
CT
1132
Clearstead Trust
Maine
$5.87M -$171K -349 -3%
RIM
1133
Reliant Investment Management
Tennessee
$5.86M -$10.3K -21 -0.2%
QCG
1134
Quadrant Capital Group
Ohio
$5.86M +$249K +509 +5%
SI
1135
Symmetry Investments
Jersey
$5.86M +$931K +1,900 +20%
BOC
1136
Barbara Oil Co
Illinois
$5.86M
KTM
1137
Keeler Thomas Management
Utah
$5.85M +$174K +354 +3%
PL
1138
Plancorp LLC
Missouri
$5.84M +$11.3K +23 +0.2%
LCM
1139
Landscape Capital Management
New Jersey
$5.84M +$5.62M +11,463 New
SFA
1140
Souders Financial Advisors
Ohio
$5.84M +$125K +256 +2%
LAM
1141
Lountzis Asset Management
Pennsylvania
$5.83M -$27K -55 -0.5%
SFS
1142
Sowell Financial Services
Arkansas
$5.82M -$735K -1,499 -12%
LAM
1143
Lynch Asset Management
Pennsylvania
$5.81M
NF
1144
Nikulski Financial
Iowa
$5.8M +$6.37K +13 +0.1%
NFG
1145
Nations Financial Group
Iowa
$5.8M +$22.1K +45 +0.4%
DLCIG
1146
D.L. Carlson Investment Group
New Hampshire
$5.79M -$100K -205 -2%
DIM
1147
DLK Investment Management
California
$5.74M +$129K +264 +2%
SP
1148
Saranac Partners
$5.73M -$62.2K -127 -1%
JAM
1149
JCIC Asset Management
Ontario, Canada
$5.73M -$10.3K -21 -0.2%
CAL
1150
Capital Analysts LLC
Pennsylvania
$5.72M +$62.7K +128 +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.