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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
MPPW
1326
Mitchell & Pahl Private Wealth
Oklahoma
$4.19M +$4.9K +10 +0.1%
MCB
1327
Morton Community Bank
Illinois
$4.17M +$233K +475 +6%
Wolverine Trading
1328
Wolverine Trading
Illinois
$4.17M +$248K +506 +7%
SFG
1329
SNS Financial Group
Minnesota
$4.15M -$62.7K -128 -2%
CAM
1330
Covenant Asset Management
New Jersey
$4.13M +$116K +237 +3%
HW
1331
Hancock Whitney
Mississippi
$4.11M -$5.35M -10,923 -58%
TA
1332
TFG Advisers
Michigan
$4.1M -$193K -394 -5%
SIM
1333
Studio Investment Management
Illinois
$4.1M +$244K +497 +7%
V
1334
ViaWealth
Kansas
$4.09M -$129K -264 -3%
BCM
1335
Becker Capital Management
Oregon
$4.08M -$74.5K -152 -2%
MLL
1336
Moody Lynn & Lieberson
Massachusetts
$4.07M -$221K -450 -5%
FPGT
1337
Financial Partners Group (Tennessee)
Tennessee
$4.07M +$70.1K +143 +2%
RMAM
1338
Raab & Moskowitz Asset Management
New Jersey
$4.07M -$113K -231 -3%
SJL
1339
Shayne & Jacobs LLC
Tennessee
$4.07M +$85.8K +175 +2%
WC
1340
Waterloo Capital
Texas
$4.03M +$471K +960 +14%
AG
1341
Advocate Group
Minnesota
$4.02M +$106K +217 +3%
IBOK
1342
Independence Bank of Kentucky
Kentucky
$4.02M +$797K +1,626 +26%
ZF
1343
Zega Financial
Florida
$4.01M -$11.3K -23 -0.3%
PWMAG
1344
Pinnacle Wealth Management Advisory Group
New Jersey
$4.01M +$80.9K +165 +2%
ISL
1345
Ingalls & Snyder LLC
New York
$4M +$110K +224 +3%
SRC
1346
Shufro Rose & Co
New York
$4M -$157K -321 -4%
SLWA
1347
San Luis Wealth Advisors
California
$3.98M +$409K +834 +12%
MC
1348
Moors & Cabot
Massachusetts
$3.97M -$114K -233 -3%
PS
1349
Pensionfund Sabic
Netherlands
$3.97M
CS
1350
Cannell & Spears
New York
$3.96M +$24.5K +50 +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.