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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
FWP
1251
FAS Wealth Partners
Kansas
$4.74M +$133K +272 +3%
MNBTD
1252
Moody National Bank Trust Division
Texas
$4.72M +$85.8K +175 +2%
IB
1253
Intrust Bank
Kansas
$4.7M -$149K -305 -3%
MIA
1254
MMBG Investment Advisors
Florida
$4.7M
BHPW
1255
Beverly Hills Private Wealth
California
$4.69M +$273K +557 +6%
FNBOMD
1256
First National Bank of Mount Dora
Florida
$4.68M -$346K -706 -7%
AWA
1257
Arkadios Wealth Advisors
Georgia
$4.67M -$115K -235 -2%
GWMR
1258
GC Wealth Management RIA
Massachusetts
$4.66M +$299K +610 +7%
MBTD
1259
Mechanics Bank - Trust Department
California
$4.65M -$252K -514 -5%
PP
1260
Pegasus Partners
Wisconsin
$4.65M -$1.14M -2,327 -20%
JAG
1261
Journey Advisory Group
Kentucky
$4.65M -$29.4K -60 -0.7%
BW
1262
Bison Wealth
Georgia
$4.63M
DRD
1263
Dennis R. Delaney
$4.63M +$348K +710 +8%
BDFN
1264
Bond & Devick Financial Network
Minnesota
$4.63M +$14.7K +30 +0.3%
FCP
1265
Fidelis Capital Partners
Florida
$4.62M +$150K +306 +4%
IA
1266
Icon Advisers
Colorado
$4.61M
CAM
1267
Centre Asset Management
New York
$4.58M +$96.1K +196 +2%
VU
1268
Vanderbilt University
Tennessee
$4.57M +$1.14M +2,334 +35%
MCP
1269
Martin Capital Partners
Oregon
$4.55M -$114K -233 -3%
PDL
1270
Portfolio Design Labs
California
$4.55M +$214K +437 +5%
BAM
1271
Belpointe Asset Management
Nevada
$4.53M +$119K +242 +3%
CAS
1272
CTC Alternative Strategies
Illinois
$4.53M +$4.36M +8,895 New
JWCA
1273
J.W. Cole Advisors
Florida
$4.53M +$1.8M +3,672 +70%
SRA
1274
Secured Retirement Advisors
Minnesota
$4.53M +$582K +1,187 +15%
LA
1275
Lindenwold Advisors
Pennsylvania
$4.52M -$27.4K -56 -0.6%

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.