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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
CFCI
1726
Comprehensive Financial Consultants Institutional
Indiana
$2.03M +$224K +456 +13%
OC
1727
Oakworth Capital
Alabama
$2.03M +$171K +349 +10%
AIM
1728
AHL Investment Management
Florida
$2.03M -$26K -53 -1%
CWA
1729
Consilium Wealth Advisory
Texas
$2.02M -$119K -242 -6%
FNT
1730
First Nebraska Trust
Nebraska
$2.02M -$43.6K -89 -2%
RWP
1731
Revolve Wealth Partners
New Jersey
$2.01M -$62.7K -128 -3%
AWM
1732
Aries Wealth Management
Maine
$2.01M -$11.8K -24 -0.6%
PCG
1733
Prosperity Consulting Group
Maryland
$2.01M -$19.1K -39 -1%
LCWP
1734
Legacy Capital Wealth Partners
Arkansas
$2.01M +$1.93M +3,947 New
OWA
1735
One Wealth Advisors
California
$2M +$114K +232 +7%
HCM
1736
Highview Capital Management
Illinois
$2M +$4.41K +9 +0.2%
CCG
1737
Ceeto Capital Group
Florida
$2M +$245K +500 +15%
MAWA
1738
Moss Adams Wealth Advisors
Washington
$2M +$194K +396 +11%
MWM
1739
MGB Wealth Management
Texas
$2M +$6.86K +14 +0.4%
OC
1740
Oarsman Capital
Wisconsin
$2M +$95.1K +194 +5%
SI
1741
Scharf Investments
California
$1.98M +$78.9K +161 +4%
CAC
1742
Certified Advisory Corp
Florida
$1.98M -$168K -343 -8%
EFG
1743
Everhart Financial Group
Ohio
$1.97M -$61.8K -126 -3%
SIG
1744
Sargent Investment Group
Maryland
$1.97M +$462K +942 +32%
MFG
1745
Menard Financial Group
Texas
$1.96M +$29.9K +61 +2%
SFO
1746
Stokes Family Office
Louisiana
$1.95M +$203K +415 +12%
EB
1747
Emprise Bank
Kansas
$1.95M -$12.3K -25 -0.6%
OWA
1748
Opal Wealth Advisors
New York
$1.95M -$37.7K -77 -2%
LWCFA
1749
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.95M -$290K -592 -14%
BHB
1750
Bank Hapoalim BM
Israel
$1.94M -$320K -653 -15%

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.