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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
AIM
1151
Acropolis Investment Management
Missouri
$5.7M +$91.7K +187 +2%
MCP
1152
Mirador Capital Partners
California
$5.69M -$249K -509 -4%
GM
1153
GeoWealth Management
Illinois
$5.68M +$784K +1,599 +17%
MA
1154
Montag & Associates
Georgia
$5.67M -$73K -149 -1%
BA
1155
Bristlecone Advisors
Washington
$5.67M -$307K -627 -5%
CCG
1156
Chatham Capital Group
Georgia
$5.66M +$113K +231 +2%
AWM
1157
Avior Wealth Management
Nebraska
$5.66M -$815K -1,663 -13%
MSAM
1158
Moloney Securities Asset Management
Missouri
$5.64M +$177K +361 +3%
GI
1159
GS Investments
Minnesota
$5.63M -$8.33K -17 -0.2%
RWA
1160
River Wealth Advisors
Pennsylvania
$5.62M +$278K +567 +5%
BPCA
1161
Bank Pictet & Cie (Asia)
Singapore
$5.62M +$1.73M +3,528 +47%
WPC
1162
Wedmont Private Capital
Pennsylvania
$5.6M +$2.35M +4,804 +78%
PIMJS
1163
PKO Investment Management Joint-Stock
Poland
$5.6M -$1.08M -2,200 -17%
ALAM
1164
Asahi Life Asset Management
Japan
$5.59M -$996K -2,033 -16%
WBC
1165
West Branch Capital
Massachusetts
$5.59M +$970K +1,979 +22%
SB
1166
Simmons Bank
Arkansas
$5.57M +$141K +288 +3%
ACM
1167
Ayrshire Capital Management
Connecticut
$5.56M +$90.2K +184 +2%
CAG
1168
Csenge Advisory Group
Florida
$5.55M -$77.9K -159 -1%
SCP
1169
Sandhill Capital Partners
New York
$5.55M +$34.8K +71 +0.7%
JWCA
1170
J.W. Coons Advisors
Ohio
$5.51M +$60.8K +124 +1%
ERIC
1171
Eagle Rock Investment Company
Georgia
$5.5M +$577K +1,178 +12%
PRC
1172
Pearl River Capital
Michigan
$5.5M +$5.29M +10,791 New
RWM
1173
Rench Wealth Management
Texas
$5.47M +$170K +346 +3%
RRA
1174
Round Rock Advisors
Connecticut
$5.43M +$209K +426 +4%
BOSSRA
1175
B.O.S.S. Retirement Advisors
Utah
$5.41M +$1.92M +3,924 +59%

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.