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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
EFM
1451
E Fund Management
China
$3.25M -$1.14M -2,327 -27%
FM
1452
Foster & Motley
Ohio
$3.25M +$11.8K +24 +0.4%
DDC
1453
DF Dent & Co
Maryland
$3.25M -$135K -275 -4%
MRCM
1454
M&R Capital Management
New Jersey
$3.24M +$112K +228 +4%
Two Sigma Investments
1455
Two Sigma Investments
New York
$3.24M -$57.8M -117,857 -95%
FNB
1456
Farmers National Bank
Kentucky
$3.23M +$417K +851 +15%
CF
1457
Centaurus Financial
California
$3.23M +$1.35M +2,757 +77%
SIAG
1458
Signet Investment Advisory Group
Rhode Island
$3.23M +$204K +416 +7%
IWS
1459
Insight Wealth Strategies
California
$3.23M +$79.9K +163 +3%
HI
1460
Harbour Investments
Wisconsin
$3.23M +$43.6K +89 +1%
BB
1461
Berkshire Bank
Massachusetts
$3.22M -$194K -395 -6%
SVWAG
1462
Sound View Wealth Advisors Group
Georgia
$3.22M +$39.2K +80 +1%
ST
1463
Somerset Trust
Pennsylvania
$3.21M +$41.7K +85 +1%
SA
1464
Strategic Advisors
New York
$3.18M +$2.45K +5 +0.1%
DCM
1465
Davidson Capital Management
Texas
$3.18M +$835K +1,704 +38%
GWANC
1466
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.18M +$99K +202 +3%
IRAG
1467
Investment Research & Advisory Group
Georgia
$3.17M +$24K +49 +0.8%
HAM
1468
Harmony Asset Management
Arizona
$3.15M -$88.2K -180 -3%
GSB
1469
Greenfield Savings Bank
Massachusetts
$3.15M -$18.6K -38 -0.6%
FHA
1470
First Horizon Advisors
Tennessee
$3.13M -$150K -307 -5%
MPAM
1471
Murphy Pohlad Asset Management
Minnesota
$3.11M -$735K -1,500 -20%
CCWM
1472
Cassaday & Co Wealth Management
Virginia
$3.1M +$265K +541 +10%
LSA
1473
L & S Advisors
California
$3.1M +$706K +1,441 +31%
RB
1474
Renasant Bank
Mississippi
$3.1M -$163K -332 -5%
GI
1475
GLOBALT Investments
Georgia
$3.1M -$111K -226 -4%

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.