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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
AWP
1651
Accretive Wealth Partners
New Jersey
$2.3M +$24.5K +50 +1%
TWM
1652
Trueblood Wealth Management
Ohio
$2.29M -$121K -247 -5%
PFA
1653
Pure Financial Advisors
California
$2.28M +$35.8K +73 +2%
VFA
1654
Voya Financial Advisors
Connecticut
$2.27M +$114K +232 +5%
NFG
1655
Northeast Financial Group
Pennsylvania
$2.26M +$71.6K +146 +3%
WCM
1656
Weaver Capital Management
Georgia
$2.26M -$18.6K -38 -0.8%
WE
1657
Wealth Effects
Massachusetts
$2.25M +$442K +901 +26%
SPFA
1658
Summit Place Financial Advisors
New Jersey
$2.25M +$1.47M +3,001 +212%
AA
1659
Advisory Alpha
Michigan
$2.25M +$157K +320 +8%
LG
1660
LaFleur & Godfrey
Michigan
$2.25M +$27.9K +57 +1%
GJWM
1661
Gilliland Jeter Wealth Management
Arkansas
$2.25M -$93.1K -190 -4%
CW
1662
CIC Wealth
Maryland
$2.24M +$91.2K +186 +4%
CFA
1663
Cahill Financial Advisors
Minnesota
$2.24M +$2.94K +6 +0.1%
FAIM
1664
Financial Advocates Investment Management
Washington
$2.23M -$121K -246 -5%
RCM
1665
Radnor Capital Management
Pennsylvania
$2.23M -$100K -205 -4%
VFPI
1666
Vantage Financial Partners (Illinois)
Illinois
$2.23M -$4.9K -10 -0.2%
SP
1667
Symmetry Partners
Connecticut
$2.23M -$774K -1,579 -27%
CP
1668
Canopy Partners
Ohio
$2.22M -$72.5K -148 -3%
BFA
1669
Beaumont Financial Advisors
Massachusetts
$2.22M -$21.6K -44 -1%
SIA
1670
Schear Investment Advisers
Ohio
$2.22M +$42.2K +86 +2%
CFP
1671
Catalyst Financial Partners
Massachusetts
$2.2M +$187K +382 +10%
FFA
1672
Fairfield Financial Advisors
Massachusetts
$2.19M +$2.11M +4,309 New
AL
1673
Aspiriant LLC
California
$2.19M -$862K -1,759 -29%
EIG
1674
Ellenbecker Investment Group
Wisconsin
$2.19M +$69.6K +142 +3%
FP
1675
Financial Perspectives
Minnesota
$2.19M +$980 +2 +0%

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.