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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
CWM
1376
Chemistry Wealth Management
New York
$3.72M +$306K +625 +9%
VBCG
1377
Valley Brook Capital Group
Pennsylvania
$3.71M +$179K +365 +5%
GP
1378
Greenline Partners
New York
$3.71M -$14.7K -30 -0.4%
CCM
1379
Cox Capital Management
Massachusetts
$3.7M -$89.2K -182 -2%
BFPW
1380
BOK Financial Private Wealth
Colorado
$3.7M +$44.1K +90 +1%
AF
1381
Alerus Financial
North Dakota
$3.7M -$47.1K -96 -1%
ECM
1382
Elgethun Capital Management
South Dakota
$3.7M -$184K -375 -5%
WSCM
1383
Wellington Shields Capital Management
New York
$3.68M +$2.12M +4,330 +149%
PPWP
1384
Proquility Private Wealth Partners
Nevada
$3.68M +$147K +299 +4%
BB
1385
Bell Bank
North Dakota
$3.67M +$103K +210 +3%
BDL
1386
Bey-Douglas LLC
Georgia
$3.66M +$4.9K +10 +0.1%
CPBTD
1387
Central Pacific Bank - Trust Division
Hawaii
$3.66M -$52.9K -108 -1%
DCM
1388
Delta Capital Management
New Jersey
$3.66M
CCT
1389
Capital City Trust
Florida
$3.66M +$138K +282 +4%
AWM
1390
Accurate Wealth Management
Florida
$3.65M +$4.41K +9 +0.1%
MLFP
1391
MPS Loria Financial Planners
Illinois
$3.65M +$15.7K +32 +0.4%
BDS
1392
Banco de Sabadell
Florida
$3.64M -$67.6K -138 -2%
B
1393
Bensler
Washington
$3.64M -$55.9K -114 -2%
CAM
1394
Carret Asset Management
New York
$3.64M +$62.2K +127 +2%
PSB
1395
Piscataqua Savings Bank
New Hampshire
$3.63M -$29.4K -60 -0.8%
GC
1396
Gratus Capital
Georgia
$3.62M -$493K -1,006 -12%
RAM
1397
Roanoke Asset Management
New Jersey
$3.62M -$44.1K -90 -1%
DCM
1398
Decatur Capital Management
Georgia
$3.61M +$92.6K +189 +3%
PWAM
1399
Pinnacle West Asset Management
Wyoming
$3.6M
CCM
1400
Condor Capital Management
New Jersey
$3.6M -$22.1K -45 -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.