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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
MFS
1226
Mattson Financial Services
Michigan
$4.97M +$4.78M +9,758 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1227
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.96M -$21.1M -43,013 -82%
MOS
1228
MGO One Seven
Ohio
$4.94M +$300K +613 +7%
HIC
1229
Holderness Investments Company
North Carolina
$4.93M -$23.5K -48 -0.5%
LA
1230
LexAurum Advisors
Kansas
$4.92M -$9.31K -19 -0.2%
BCA
1231
Bray Capital Advisors
Florida
$4.91M +$17.6K +36 +0.4%
PH
1232
Pinnacle Holdings
Oklahoma
$4.89M -$55.4K -113 -1%
CI
1233
Cigna Investments
Connecticut
$4.89M -$115K -234 -2%
SPG
1234
Strategic Planning Group
Utah
$4.89M +$1.71M +3,499 +57%
CC
1235
Constitution Capital
Connecticut
$4.87M +$390K +795 +9%
AC
1236
Arjuna Capital
North Carolina
$4.87M -$3.33M -6,789 -42%
UHC
1237
Union Heritage Capital
Michigan
$4.83M
IHL
1238
Investment House LLC
California
$4.83M -$39.2K -80 -0.8%
HAS
1239
HBW Advisory Services
California
$4.8M +$253K +516 +6%
MAM
1240
Milestone Asset Management
Pennsylvania
$4.8M -$1.83M -3,737 -28%
SEEDPG
1241
S.E.E.D. Planning Group
New York
$4.79M +$366K +747 +9%
CWAG
1242
Compton Wealth Advisory Group
Virginia
$4.79M +$160K +326 +4%
KWM
1243
Keebeck Wealth Management
Illinois
$4.79M -$93.6K -191 -2%
TVWM
1244
Tower View Wealth Management
Wisconsin
$4.77M -$55.4K -113 -1%
GAG
1245
GM Advisory Group
New York
$4.77M -$1.59M -3,247 -26%
Parallax Volatility Advisers
1246
Parallax Volatility Advisers
California
$4.76M +$4.58M +9,345 New
PWG
1247
Portside Wealth Group
Utah
$4.76M -$139K -284 -3%
TP
1248
Tranquility Partners
Tennessee
$4.75M -$59.3K -121 -1%
WSFS
1249
Wilmington Savings Fund Society
Delaware
$4.75M +$48K +98 +1%
LC
1250
Legacy CG
Texas
$4.74M -$134K -274 -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.