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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
CCA
1601
Criterion Capital Advisors
Tennessee
$2.46M +$51K +104 +2%
MFG
1602
Magnus Financial Group
New York
$2.46M +$32.8K +67 +1%
NCGI
1603
Next Century Growth Investors
Minnesota
$2.46M -$5.88K -12 -0.2%
PP
1604
PDS Planning
Ohio
$2.46M -$66.7K -136 -3%
CCB
1605
Country Club Bank
Missouri
$2.46M +$32.8K +67 +1%
CV
1606
Counterweight Ventures
North Carolina
$2.45M +$36.3K +74 +2%
SLC
1607
Second Line Capital
Louisiana
$2.44M +$197K +402 +9%
CWM
1608
Chesapeake Wealth Management
Virginia
$2.44M -$6.86K -14 -0.3%
BWG
1609
Boomfish Wealth Group
Georgia
$2.44M +$59.3K +121 +3%
AW
1610
Alaethes Wealth
Nevada
$2.43M +$63.7K +130 +3%
MP
1611
McDonald Partners
Ohio
$2.43M +$24K +49 +1%
CC
1612
Centiva Capital
New York
$2.43M -$62.7K -128 -3%
PWM
1613
Palumbo Wealth Management
New York
$2.43M +$388K +792 +20%
KCM
1614
Kathmere Capital Management
Pennsylvania
$2.43M +$470K +958 +25%
ICP
1615
Interchange Capital Partners
Pennsylvania
$2.43M +$1.6M +3,256 +215%
CPA
1616
Court Place Advisors
Maryland
$2.42M -$34.3K -70 -1%
HNB
1617
Hilltop National Bank
Wyoming
$2.42M -$63.2K -129 -3%
PCM
1618
Palouse Capital Management
Washington
$2.42M -$73.5K -150 -3%
CAM
1619
Cidel Asset Management
Ontario, Canada
$2.41M +$98K +200 +4%
FC
1620
FORA Capital
Florida
$2.41M -$18M -36,727 -89%
WAM
1621
Wolverine Asset Management
Illinois
$2.4M +$90.7K +185 +4%
PCM
1622
Parsons Capital Management
Rhode Island
$2.4M -$224K -458 -9%
SMA
1623
Sage Mountain Advisors
Georgia
$2.4M +$460K +939 +25%
BWM
1624
BigSur Wealth Management
Florida
$2.4M +$91.7K +187 +4%
SIM
1625
Sentry Investment Management
Wisconsin
$2.4M -$473K -965 -17%

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.