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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
PTC
1351
Private Trust Company
Ohio
$3.95M -$1.72M -3,503 -31%
CAM
1352
ClariVest Asset Management
California
$3.95M -$2.22M -4,533 -37%
FLI
1353
Family Legacy Inc
South Carolina
$3.95M -$1.47K -3 -0%
AF
1354
Arrow Financial
New York
$3.94M -$224K -458 -6%
SFG
1355
SevenBridge Financial Group
Pennsylvania
$3.93M -$4.9K -10 -0.1%
SFP
1356
Sweet Financial Partners
Minnesota
$3.92M +$251K +513 +7%
WA
1357
Wambolt & Associates
Colorado
$3.92M +$156K +318 +4%
HIM
1358
Harbour Investment Management
Washington
$3.89M -$2.45K -5 -0.1%
HWM
1359
Hohimer Wealth Management
Washington
$3.88M -$80.4K -164 -2%
PWP
1360
Principle Wealth Partners
Connecticut
$3.87M +$24.5K +50 +0.7%
BL
1361
BFSG LLC
California
$3.82M +$33.8K +69 +0.9%
PPW
1362
PACK Private Wealth
Minnesota
$3.81M +$4.9K +10 +0.1%
ACM
1363
Accent Capital Management
Ohio
$3.79M +$3.65M +7,444 New
CUAMC
1364
China Universal Asset Management Company
China
$3.78M -$1.69M -3,439 -32%
GEA
1365
Glen Eagle Advisors
New Jersey
$3.78M -$894K -1,824 -20%
AC
1366
Abbrea Capital
California
$3.78M -$186K -379 -5%
NED
1367
Nancy E. Dempze
$3.78M +$144K +294 +4%
OCM
1368
Orleans Capital Management
Louisiana
$3.77M -$310K -633 -8%
FBT
1369
First Bankers Trust
Kentucky
$3.76M +$263K +537 +8%
WP
1370
WealthShield Partners
North Carolina
$3.75M +$285K +581 +9%
NW
1371
Naviter Wealth
Arkansas
$3.75M +$135K +276 +4%
LOIM
1372
Liberty One Investment Management
Illinois
$3.75M +$553K +1,129 +18%
PAS
1373
Point72 Asia (Singapore)
Singapore
$3.75M +$3.61M +7,365 New
LWA
1374
Lineweaver Wealth Advisors
Ohio
$3.73M +$281K +574 +9%
FFS
1375
Founders Financial Securities
Maryland
$3.72M +$190K +387 +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.