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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
KIA
1176
Knollwood Investment Advisory
Maryland
$5.38M +$1.02M +2,074 +24%
BZWA
1177
Blue Zone Wealth Advisors
California
$5.38M -$175K -357 -3%
TAM
1178
Trust Asset Management
Texas
$5.37M
NFC
1179
Northeast Financial Consultants
Connecticut
$5.37M -$50.5K -103 -1%
CAM
1180
Cypress Asset Management
Texas
$5.36M +$95.1K +194 +2%
SSA
1181
Schonfeld Strategic Advisors
New York
$5.33M -$3.73M -7,619 -42%
CCM
1182
Carderock Capital Management
Maryland
$5.32M -$30.4K -62 -0.6%
PA
1183
PFG Advisors
Arizona
$5.32M +$129K +263 +3%
DAS
1184
Diversify Advisory Services
Utah
$5.31M -$661K -1,348 -11%
FTWA
1185
Fifth Third Wealth Advisors
Ohio
$5.31M +$1.2M +2,442 +31%
CW
1186
CreativeOne Wealth
Kansas
$5.29M -$2.08M -4,242 -29%
BONH
1187
Bank of New Hampshire
New Hampshire
$5.29M -$26.5K -54 -0.5%
FTIS
1188
First Trust Investment Solutions
Florida
$5.27M +$144K +294 +3%
EGM
1189
Engineers Gate Manager
New York
$5.25M -$7.15M -14,582 -59%
PWS
1190
Peloton Wealth Strategists
Indiana
$5.24M -$103K -210 -2%
CCG
1191
Cypress Capital Group
Florida
$5.23M +$261K +533 +5%
TLP
1192
Trinity Legacy Partners
Texas
$5.23M +$79.9K +163 +2%
WBWA
1193
William B. Walkup & Associates
South Carolina
$5.22M +$5.03M +10,256 New
HI
1194
Horizon Investments
North Carolina
$5.22M -$5.12M -10,456 -51%
QI
1195
Qtron Investments
Massachusetts
$5.22M
TCA
1196
Transcend Capital Advisors
New Jersey
$5.2M +$465K +948 +10%
GI
1197
GAMMA Investing
California
$5.2M +$2.4M +4,897 +92%
ET
1198
Equitable Trust
Tennessee
$5.19M +$778K +1,587 +18%
VDBMI
1199
Van Den Berg Management I
Texas
$5.17M +$2.08M +4,245 +72%
SAG
1200
SageView Advisory Group
California
$5.14M +$138K +282 +3%

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.