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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
CRI
1201
Commonwealth Retirement Investments
Virginia
$5.14M +$1.87M +3,824 +61%
LPT
1202
Legacy Private Trust
Wisconsin
$5.13M -$50.5K -103 -1%
TCA
1203
Trifecta Capital Advisors
Illinois
$5.12M +$52K +106 +1%
ACG
1204
Allen Capital Group
Nebraska
$5.12M +$387K +789 +9%
KWM
1205
Kingsview Wealth Management
Oregon
$5.12M -$352K -719 -7%
STB
1206
S&T Bank
Pennsylvania
$5.11M -$1.01M -2,053 -17%
MC
1207
Mirabaud & Cie
Switzerland
$5.1M -$66.7K -136 -1%
FL
1208
FreeGulliver LLC
Louisiana
$5.1M +$6.86K +14 +0.1%
COI
1209
Connable Office Inc
Michigan
$5.1M -$233K -476 -5%
VFM
1210
Viking Fund Management
North Dakota
$5.09M +$2.94M +6,000 +150%
FWM
1211
Fairhaven Wealth Management
Illinois
$5.09M +$31.9K +65 +0.7%
CWM
1212
Cordatus Wealth Management
Pennsylvania
$5.08M +$24K +49 +0.5%
AT
1213
Arden Trust
Delaware
$5.08M -$209K -427 -4%
GAMH
1214
Greenwoods Asset Management (HK)
Hong Kong
$5.08M +$4.89M +9,972 New
FFIC
1215
First Fiduciary Investment Counsel
Ohio
$5.08M +$204K +417 +4%
HWAM
1216
Hennion & Walsh Asset Management
New Jersey
$5.07M +$629K +1,283 +15%
PT
1217
Plimoth Trust
Massachusetts
$5.06M +$426K +869 +10%
CA
1218
Claro Advisors
Massachusetts
$5.06M -$271K -553 -5%
BAM
1219
Berkshire Asset Management
Pennsylvania
$5.05M +$197K +401 +4%
WCM
1220
Weik Capital Management
Pennsylvania
$5.04M -$118K -240 -2%
WM
1221
Whitford Management
New York
$5.02M +$390K +796 +9%
NCM
1222
Nelson Capital Management
California
$5.02M -$1.47M -2,995 -23%
AAS
1223
Ameritas Advisory Services
Nebraska
$4.99M +$56.9K +116 +1%
EA
1224
Eclectic Associates
California
$4.99M +$5.88K +12 +0.1%
SW
1225
Solidarity Wealth
Utah
$4.97M -$24.5K -50 -0.5%

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.