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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
LWM
1301
Lyell Wealth Management
California
$4.36M +$483K +985 +13%
SC
1302
SouthState Corp
Florida
$4.36M +$428K +874 +11%
RSWM
1303
Robertson Stephens Wealth Management
California
$4.35M +$864K +1,762 +26%
CIP
1304
Capital Insight Partners
Arizona
$4.35M -$249K -509 -6%
DBG
1305
De Burlo Group
Massachusetts
$4.35M -$196K -400 -4%
TAM
1306
Thematics Asset Management
France
$4.34M -$1.03M -2,097 -20%
JHCP
1307
Jackson Hole Capital Partners
Oklahoma
$4.34M +$164K +334 +4%
CHAM
1308
Clear Harbor Asset Management
Connecticut
$4.33M +$19.6K +40 +0.5%
LM
1309
Lincluden Management
Ontario, Canada
$4.32M +$1.16M +2,376 +39%
WWM
1310
Western Wealth Management
Colorado
$4.31M +$87.7K +179 +2%
OIA
1311
Optimum Investment Advisors
Illinois
$4.3M -$113K -231 -3%
CB
1312
Community Bank
New York
$4.29M -$29.9K -61 -0.7%
FI
1313
Fosun International
China
$4.29M +$265K +540 +7%
QCM
1314
Qsemble Capital Management
New York
$4.28M +$2.55M +5,194 +161%
AI
1315
Accredited Investors
Minnesota
$4.28M -$34.3K -70 -0.8%
CDH
1316
Charles D. Hyman
$4.26M -$16.2K -33 -0.4%
FFM
1317
Fullerton Fund Management
Singapore
$4.25M +$226K +462 +6%
NHT
1318
New Hampshire Trust
New Hampshire
$4.25M +$102K +208 +3%
MA
1319
MONECO Advisors
Connecticut
$4.25M -$142K -290 -3%
SSI
1320
Scott & Selber Inc
Texas
$4.24M +$64.2K +131 +2%
PWS
1321
Private Wealth Strategies
Ohio
$4.23M +$6.86K +14 +0.2%
NIM
1322
Nicollet Investment Management
Minnesota
$4.23M -$70.1K -143 -2%
BFM
1323
Boston Financial Management
Massachusetts
$4.2M -$26K -53 -0.6%
GL
1324
Graypoint LLC
New York
$4.2M -$11.3K -23 -0.3%
MS
1325
Maven Securities
Jersey
$4.2M +$2.99M +6,107 +286%

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.