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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
LCM
1676
Legato Capital Management
California
$2.19M -$704K -1,437 -25%
FMLI
1677
Fukoku Mutual Life Insurance
Japan
$2.18M -$121K -247 -5%
NWM
1678
Northcape Wealth Management
New York
$2.18M +$69.6K +142 +3%
VT
1679
Vise Technologies
New York
$2.18M -$185K -378 -8%
TWP
1680
Tyche Wealth Partners
Texas
$2.18M +$230K +470 +12%
IA
1681
IFG Advisory
Georgia
$2.18M +$2.09M +4,272 New
LJAC
1682
L.J. Altfest & Co
New York
$2.17M -$220K -449 -10%
MAG
1683
MRA Advisory Group
New Jersey
$2.17M -$341K -695 -14%
PPC
1684
Park Place Capital
Alabama
$2.16M +$36.3K +74 +2%
FBFS
1685
First Business Financial Services
Wisconsin
$2.16M +$37.7K +77 +2%
HIS
1686
Horizon Investment Services
Indiana
$2.16M -$427K -872 -17%
HR
1687
Hardy Reed
Mississippi
$2.15M +$2.07M +4,224 New
TPI
1688
Trust Point Inc
Wisconsin
$2.15M -$33.3K -68 -2%
SP
1689
SWS Partners
Ohio
$2.15M -$437K -892 -17%
FFG
1690
Frisch Financial Group
New York
$2.14M -$43.1K -88 -2%
MFA
1691
Mayflower Financial Advisors
Massachusetts
$2.14M +$41.7K +85 +2%
TA
1692
Townsend & Associates
Colorado
$2.14M -$17.6K -36 -1%
FDS
1693
Freedom Day Solutions
Texas
$2.13M -$90.7K -185 -4%
VF
1694
Vista Finance
Missouri
$2.13M +$45.6K +93 +2%
9WM
1695
9258 Wealth Management
Ohio
$2.13M -$37.7K -77 -2%
EFMC
1696
Empire Financial Management Company
New York
$2.13M +$66.7K +136 +3%
RBC
1697
Romano Brothers & Co
Illinois
$2.13M +$15.7K +32 +0.8%
LBWM
1698
Left Brain Wealth Management
Illinois
$2.13M +$32.8K +67 +2%
TSWM
1699
Triangle Securities Wealth Management
North Carolina
$2.12M -$2.94K -6 -0.1%
OA
1700
Oak Associates
Ohio
$2.12M

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.