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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
PFBT
1526
Parkside Financial Bank & Trust
Missouri
$2.82M -$49K -100 -2%
PG
1527
Patten Group
Tennessee
$2.82M -$980 -2 -0%
WI
1528
Wintrust Investments
Illinois
$2.82M -$908K -1,852 -25%
NAS
1529
Nicolet Advisory Services
Wisconsin
$2.81M -$157K -321 -5%
JWM
1530
JPL Wealth Management
Colorado
$2.79M +$315K +642 +13%
PCH
1531
PGIM Custom Harvest
New Jersey
$2.79M +$2.24M +4,580 +511%
PRWA
1532
Platte River Wealth Advisors
Colorado
$2.79M
HFM
1533
Hartford Funds Management
Pennsylvania
$2.78M +$291K +593 +12%
RIA
1534
Realta Investment Advisors
Delaware
$2.78M +$18.1K +37 +0.7%
RZH
1535
Relyea Zuckerberg Hanson
Connecticut
$2.77M -$216K -441 -8%
MCCP
1536
Mission Creek Capital Partners
California
$2.77M +$349K +713 +15%
FAM
1537
Formidable Asset Management
Ohio
$2.76M +$126K +257 +5%
RB
1538
Rodgers Brothers
Pennsylvania
$2.76M +$2.24M +4,575 +543%
UB
1539
Umpqua Bank
Oregon
$2.76M +$90.2K +184 +4%
MLA
1540
My Legacy Advisors
Oregon
$2.76M -$35.8K -73 -1%
BCM
1541
Bourgeon Capital Management
Connecticut
$2.75M -$630K -1,286 -19%
WCM
1542
Whitener Capital Management
North Carolina
$2.75M +$382K +780 +17%
RP
1543
Rice Partnership
Hawaii
$2.74M -$73.5K -150 -3%
QWM
1544
Quadcap Wealth Management
Texas
$2.73M +$732K +1,493 +39%
RCM
1545
RB Capital Management
Nevada
$2.73M +$32.8K +67 +1%
PPWP
1546
Premier Path Wealth Partners
New Jersey
$2.73M -$135K -276 -5%
HCM
1547
Hall Capital Management
Rhode Island
$2.72M +$156K +318 +6%
BIG
1548
Brooklyn Investment Group
New York
$2.7M
LFA
1549
Legacy Financial Advisors
Kentucky
$2.7M +$37.7K +77 +1%
OWG
1550
Oxford Wealth Group
Florida
$2.68M +$1.01M +2,067 +65%

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.