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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
PWM
1776
Paulson Wealth Management
Illinois
$1.83M -$8.82K -18 -0.5%
PI
1777
Pettee Investors
Connecticut
$1.83M -$154K -315 -8%
SW
1778
SkyOak Wealth
Michigan
$1.82M +$121K +246 +7%
SXL
1779
Summit X LLC
Missouri
$1.82M +$692K +1,412 +66%
JCM
1780
Jacobi Capital Management
Pennsylvania
$1.81M -$115K -234 -6%
RAM
1781
Ramirez Asset Management
New York
$1.81M
QWP
1782
Quotient Wealth Partners
Texas
$1.8M +$349K +713 +25%
RWB
1783
RMR Wealth Builders
New Jersey
$1.8M +$18.1K +37 +1%
FG
1784
Foster Group
Iowa
$1.8M +$61.3K +125 +4%
HCCM
1785
Hudson Canyon Capital Management
New York
$1.79M -$77.4K -158 -4%
EFA
1786
Evernest Financial Advisors
Indiana
$1.79M +$58.8K +120 +4%
IP
1787
Intellectus Partners
California
$1.79M +$135K +276 +9%
MCC
1788
Money Concepts Capital
Florida
$1.79M +$80.9K +165 +5%
PFGIA
1789
Patriot Financial Group Insurance Agency
Massachusetts
$1.78M +$125K +256 +8%
AWA
1790
Aaron Wealth Advisors
Illinois
$1.78M -$120K -245 -7%
SIA
1791
Strategic Investment Advisors
Michigan
$1.78M -$64.2K -131 -4%
SEC
1792
Seven Eight Capital
New York
$1.78M -$727K -1,483 -30%
SWA
1793
Stratos Wealth Advisors
Ohio
$1.78M -$1.07M -2,187 -39%
KA
1794
KLCM Advisors
Wisconsin
$1.77M -$12.3K -25 -0.7%
SWMG
1795
Signature Wealth Management Group
Georgia
$1.77M +$45.1K +92 +3%
JJBC
1796
James J. Burns & Company
New York
$1.77M +$1.71M +3,482 New
IIM
1797
Intact Investment Management
Quebec, Canada
$1.77M +$186K +380 +12%
HCM
1798
HMS Capital Management
Tennessee
$1.77M +$980 +2 +0.1%
SFA
1799
Semmax Financial Advisors
North Carolina
$1.76M -$460K -939 -23%
KAS
1800
KPP Advisory Services
Kentucky
$1.76M +$141K +288 +9%

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.