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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
PCS
1626
Personal CFO Solutions
New Jersey
$2.4M +$1.47K +3 +0.1%
AIMCA
1627
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.4M -$9.8M -19,992 -81%
FNA
1628
First National Advisers
Nebraska
$2.39M +$190K +388 +9%
MAM
1629
Meeder Asset Management
Ohio
$2.39M -$10.7M -21,839 -82%
WF
1630
Welch & Forbes
Massachusetts
$2.38M +$42.2K +86 +2%
SCI
1631
Stableford Capital II
Arizona
$2.38M +$6.86K +14 +0.3%
JFA
1632
JNBA Financial Advisors
Minnesota
$2.38M
MWAM
1633
Manhattan West Asset Management
California
$2.38M -$884K -1,803 -28%
CNBT
1634
Canandaigua National Bank & Trust
New York
$2.37M -$225K -459 -9%
SIM
1635
Sterling Investment Management
Arizona
$2.37M -$298K -608 -12%
HIC
1636
Harvey Investment Company
Kentucky
$2.37M -$24.5K -50 -1%
MIC
1637
Means Investment Company
Maine
$2.36M -$356K -727 -14%
ACL
1638
Applied Capital LLC
Florida
$2.35M +$74.5K +152 +3%
PA
1639
Paralel Advisors
Colorado
$2.35M +$278K +568 +14%
OAM
1640
Oak Asset Management
California
$2.35M
OCM
1641
One Capital Management
California
$2.35M +$914K +1,864 +68%
FCG
1642
Fielder Capital Group
Tennessee
$2.34M -$5.88K -12 -0.3%
PR
1643
Payden & Rygel
California
$2.33M -$12.6M -25,800 -85%
PRIG
1644
Payden & Rygel Investment Group
California
$2.33M -$12.6M -25,800 -85%
AFS
1645
Aft Forsyth & Sober
Florida
$2.33M
WAAG
1646
Wealth Alliance Advisory Group
Kansas
$2.33M +$302K +616 +16%
PCP
1647
Perbak Capital Partners
United Kingdom
$2.33M +$2.24M +4,570 New
SWM
1648
SilverOak Wealth Management
Minnesota
$2.3M -$7.35K -15 -0.3%
CASB
1649
Cape Ann Savings Bank
Massachusetts
$2.3M -$80.9K -165 -4%
MSFS
1650
Main Street Financial Solutions
Pennsylvania
$2.3M +$166K +338 +8%

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.