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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
RFN
1276
RDA Financial Network
Iowa
$4.52M +$178K +363 +4%
LFG
1277
Larson Financial Group
Missouri
$4.51M +$171K +348 +4%
IFAM
1278
Institutional & Family Asset Management
Colorado
$4.51M -$25.5K -52 -0.6%
ITC
1279
Inspire Trust Company
Nevada
$4.51M +$2.88M +5,884 +198%
IWM
1280
IHT Wealth Management
Illinois
$4.5M +$100K +205 +2%
NC
1281
NBW Capital
Massachusetts
$4.5M +$108K +221 +3%
CFM
1282
Capricorn Fund Managers
United Kingdom
$4.48M +$1.14M +2,317 +36%
BC
1283
Belmont Capital
California
$4.48M +$3.85M +7,864 +843%
Koshinski Asset Management
1284
Koshinski Asset Management
Illinois
$4.48M +$192K +392 +5%
SCP
1285
Shorepoint Capital Partners
Massachusetts
$4.47M +$567K +1,156 +15%
EBT
1286
Enterprise Bank & Trust
Massachusetts
$4.47M -$84.8K -173 -2%
CWM
1287
Centric Wealth Management
Illinois
$4.47M +$176K +360 +5%
NME
1288
Notis-McConarty Edward
$4.45M +$58.3K +119 +1%
ACS
1289
Archford Capital Strategies
Illinois
$4.44M +$404K +825 +10%
KA
1290
Kintegral Advisory
New York
$4.44M -$1.58M -3,218 -27%
WC
1291
Wexford Capital
Florida
$4.42M -$1.06M -2,156 -20%
LWMM
1292
Legacy Wealth Management (Mississippi)
Mississippi
$4.41M +$1.07M +2,181 +34%
TFA
1293
Transamerica Financial Advisors
Florida
$4.4M
MMPW
1294
Mitchell McLeod Pugh & Williams
Alabama
$4.4M +$24K +49 +0.6%
CW
1295
Channel Wealth
California
$4.39M +$430K +877 +11%
DC
1296
DeDora Capital
California
$4.38M -$58.8K -120 -1%
ACM
1297
Alcosta Capital Management
California
$4.38M -$24K -49 -0.6%
CBB
1298
Citizens Business Bank
California
$4.37M -$46.1K -94 -1%
UF
1299
Univest Financial
Pennsylvania
$4.36M -$87.7K -179 -2%
FCM
1300
Fortis Capital Management
Washington
$4.36M +$2.39M +4,880 +133%

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.