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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
AIMA
1751
Ables Iannone Moore & Associates
Georgia
$1.94M +$85.8K +175 +5%
DIM
1752
Delta Investment Management
California
$1.93M +$1.61M +3,276 +628%
KFI
1753
Key Financial Inc
Pennsylvania
$1.93M +$71.6K +146 +4%
DIP
1754
DT Investment Partners
Pennsylvania
$1.92M +$6.37K +13 +0.3%
CC
1755
Commons Capital
Massachusetts
$1.92M +$79.9K +163 +5%
SEIA
1756
Signature Estate & Investment Advisors
California
$1.92M +$1.22M +2,481 +193%
MFG
1757
MidWestOne Financial Group
Iowa
$1.92M -$77K -157 -4%
GB
1758
Goepper Burkhardt
South Carolina
$1.91M
CIAS
1759
Capital Investment Advisory Services
North Carolina
$1.9M +$175K +358 +11%
RW
1760
Rede Wealth
Virginia
$1.9M +$56.9K +116 +3%
SQA
1761
Simon Quick Advisors
New Jersey
$1.89M +$326K +666 +22%
ZIC
1762
ZWJ Investment Counsel
Georgia
$1.88M +$34.3K +70 +2%
WH
1763
Willner & Heller
California
$1.88M -$25K -51 -1%
LSA
1764
Leonteq Securities AG
Switzerland
$1.88M -$1.11M -2,258 -38%
FG
1765
Fiduciary Group
Georgia
$1.88M +$8.82K +18 +0.5%
SAM
1766
Smartleaf Asset Management
Massachusetts
$1.88M +$283K +577 +18%
IA
1767
IAM Advisory
Pennsylvania
$1.88M +$30.9K +63 +2%
HIC
1768
Hartline Investment Corp
Illinois
$1.87M -$707K -1,442 -28%
UAML
1769
US Asset Management LLC
Pennsylvania
$1.87M -$66.2K -135 -4%
WKWM
1770
Walter & Keenan Wealth Management
Indiana
$1.87M +$27.4K +56 +2%
MAM
1771
MWA Asset Management
Massachusetts
$1.86M +$209K +426 +13%
DFA
1772
Delta Financial Advisors
Louisiana
$1.85M +$13.7K +28 +0.8%
LSPW
1773
Lake Street Private Wealth
Illinois
$1.84M -$34.8K -71 -2%
RVPG
1774
Relative Value Partners Group
$1.84M +$1.24M +2,538 +234%
BWM
1775
BCGM Wealth Management
Indiana
$1.84M -$21.1K -43 -1%

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.