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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
SFP
1501
Shepherd Financial Partners
Massachusetts
$2.94M -$35.8K -73 -1%
APP
1502
Avantax Planning Partners
Iowa
$2.94M -$478K -975 -14%
NERM
1503
New England Research & Management
Illinois
$2.93M -$83.3K -170 -3%
GDP
1504
Great Diamond Partners
Maine
$2.93M -$108K -220 -4%
IC
1505
Inscription Capital
Texas
$2.92M -$173K -352 -6%
CWI
1506
Conscious Wealth Investments
Florida
$2.92M +$21.1K +43 +0.8%
AHC
1507
Anderson Hoagland & Co
Missouri
$2.92M -$37.7K -77 -1%
RCAG
1508
Rehmann Capital Advisory Group
Michigan
$2.91M -$102K -209 -4%
OIS
1509
Okabena Investment Services
Minnesota
$2.91M +$322K +656 +13%
PFMU
1510
Privium Fund Management (UK)
United Kingdom
$2.9M
BFA
1511
Brown Financial Advisors
Ohio
$2.9M +$2.79M +5,691 New
ST
1512
Sentinel Trust
Texas
$2.9M
WA
1513
Wealth Architects
California
$2.9M +$22.1K +45 +0.8%
TCOT
1514
Trust Company of Toledo
Ohio
$2.89M +$245K +499 +10%
SF
1515
Symphony Financial
Texas
$2.88M +$755K +1,540 +35%
DWM
1516
Dorchester Wealth Management
Quebec, Canada
$2.88M -$1.04M -2,130 -27%
AIA
1517
AIMZ Investment Advisors
California
$2.87M -$6.86K -14 -0.2%
CA
1518
CoreCap Advisors
Michigan
$2.87M +$315K +642 +13%
SFG
1519
Snider Financial Group
Washington
$2.87M +$99.5K +203 +4%
BCM
1520
Brasada Capital Management
Texas
$2.86M +$262K +535 +10%
SFS
1521
Strategic Financial Services
New York
$2.86M -$156K -318 -5%
EWM
1522
Empirical Wealth Management
Washington
$2.85M +$106K +217 +4%
GCM
1523
Gladius Capital Management
Illinois
$2.84M +$1.02M +2,087 +60%
WI
1524
WrapManager Inc
California
$2.83M -$284K -580 -9%
WA
1525
Wealth Alliance
New York
$2.83M +$35.8K +73 +1%

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.