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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
NG
1476
Norden Group
Utah
$3.1M +$402K +820 +16%
FGA
1477
Fortis Group Advisors
New Jersey
$3.09M -$1.88M -3,835 -39%
BMWM
1478
Brown Miller Wealth Management
Virginia
$3.09M +$76.5K +156 +3%
PWPS
1479
Pinnacle Wealth Planning Services
Ohio
$3.09M +$30.9K +63 +1%
MWM
1480
Modern Wealth Management
Kansas
$3.09M +$370K +755 +14%
TI
1481
TrueMark Investments
Illinois
$3.08M +$1.07M +2,193 +57%
SP
1482
Stablepoint Partners
Massachusetts
$3.06M +$208K +424 +9%
B
1483
Barings
North Carolina
$3.06M -$502K -1,025 -15%
SW
1484
SteelPeak Wealth
California
$3.04M +$709K +1,447 +32%
FA
1485
Fagan Associates
New York
$3.04M +$42.6K +87 +1%
JIC
1486
Joel Isaacson & Co
New York
$3.04M -$26.5K -54 -0.9%
AF
1487
Affiance Financial
Minnesota
$3.04M -$977K -1,993 -25%
RIL
1488
Rothschild Investment LLC
Illinois
$3.03M +$765K +1,560 +36%
GFA
1489
Gifford Fong Associates
California
$3.01M
AWAU
1490
Alliance Wealth Advisors (Utah)
Utah
$3M +$102K +208 +4%
RPC
1491
Rossmore Private Capital
Connecticut
$2.99M -$11.8K -24 -0.4%
NCM
1492
Northside Capital Management
Oregon
$2.99M
GFP
1493
Gryphon Financial Partners
Ohio
$2.98M +$412K +841 +17%
WAP
1494
Wealthcare Advisory Partners
Pennsylvania
$2.98M +$164K +335 +6%
CTC
1495
Cetera Trust Company
Minnesota
$2.97M -$245K -500 -8%
SC
1496
Sepio Capital
Utah
$2.96M +$9.8K +20 +0.3%
MHS
1497
M Holdings Securities
Oregon
$2.96M +$2.85M +5,810 New
EWM
1498
Elmwood Wealth Management
California
$2.96M -$161K -329 -5%
GC
1499
Globeflex Capital
California
$2.95M -$3.07M -6,260 -52%
CCP
1500
Cunning Capital Partners
North Carolina
$2.94M

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.