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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
SIS
1576
Susquehanna International Securities
Ireland
$2.55M +$2.45M +5,000 New
MWM
1577
Marion Wealth Management
Pennsylvania
$2.53M +$116K +236 +5%
BIA
1578
Bigelow Investment Advisors
Maine
$2.53M -$53.4K -109 -2%
AIM
1579
AMI Investment Management
Indiana
$2.53M +$8.33K +17 +0.3%
BWM
1580
BKM Wealth Management
Wisconsin
$2.53M -$96.1K -196 -4%
LMKC
1581
L.M. Kohn & Company
Ohio
$2.52M -$3.43K -7 -0.1%
CWS
1582
Confluence Wealth Services
Pennsylvania
$2.52M +$104K +213 +4%
SSWM
1583
Sheets Smith Wealth Management
North Carolina
$2.52M -$137K -280 -5%
KF
1584
KKM Financial
Illinois
$2.51M +$17.6K +36 +0.7%
GA
1585
Geller Advisors
New York
$2.51M -$150K -306 -6%
VCAM
1586
Van Cleef Asset Management
Ohio
$2.5M -$184K -375 -7%
BSAM
1587
Blue Square Asset Management
New York
$2.5M -$51.5K -105 -2%
MIA
1588
MeadowBrook Investment Advisors
Michigan
$2.5M -$17.2K -35 -0.7%
LA
1589
LM Advisors
California
$2.5M +$56.4K +115 +2%
AWM
1590
Ameliora Wealth Management
Switzerland
$2.49M +$24.5K +50 +1%
NSIM
1591
North Star Investment Management
Illinois
$2.49M -$15.2K -31 -0.6%
RA
1592
RFG Advisory
Alabama
$2.49M +$114K +233 +5%
MW
1593
Marcum Wealth
Ohio
$2.49M -$25.5K -52 -1%
WA
1594
WP Advisors
California
$2.49M +$12.3K +25 +0.5%
MFG
1595
Monte Financial Group
Connecticut
$2.48M +$39.7K +81 +2%
FI
1596
Finivi Inc
Massachusetts
$2.48M +$19.1K +39 +0.8%
VAS
1597
Vestmark Advisory Solutions
Massachusetts
$2.48M -$32.3K -66 -1%
AWA
1598
Arete Wealth Advisors
Illinois
$2.47M +$2.41M +4,922 New
IUHSA
1599
Itau Unibanco Holding S.A.
Brazil
$2.47M +$2.38M +4,846 New
TW
1600
TrinityPoint Wealth
Connecticut
$2.47M -$2.26M -4,608 -49%

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.