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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
TFP
1801
Tilia Fiduciary Partners
North Carolina
$1.76M +$80.9K +165 +5%
SIC
1802
Sterling Investment Counsel
New York
$1.76M +$14.2K +29 +0.8%
PWA
1803
Prairie Wealth Advisors
Nebraska
$1.76M -$356K -727 -17%
GI
1804
GAMCO Investors
Connecticut
$1.76M -$549K -1,121 -25%
OWA
1805
ORBA Wealth Advisors
Illinois
$1.75M +$67.6K +138 +4%
CCA
1806
Cobblestone Capital Advisors
New York
$1.75M -$20.1K -41 -1%
PA
1807
Prossimo Advisors
California
$1.75M +$147K +299 +10%
FFA
1808
Florida Financial Advisors
Florida
$1.75M +$330K +673 +22%
TBC
1809
Ted Buchan & Co
California
$1.75M +$390K +795 +30%
KHCM
1810
Kirtland Hills Capital Management
Ohio
$1.75M -$8.33K -17 -0.5%
FWA
1811
FSM Wealth Advisors
Ohio
$1.75M -$48.5K -99 -3%
IF
1812
Intrua Financial
Texas
$1.74M +$273K +556 +19%
CA
1813
Cornerstone Advisory
Maryland
$1.74M -$177K -361 -10%
CA
1814
Continuum Advisory
Idaho
$1.74M +$9.31K +19 +0.6%
FA
1815
Faithward Advisors
Pennsylvania
$1.73M +$96.1K +196 +6%
DA
1816
Doliver Advisors
Texas
$1.73M -$3.92K -8 -0.2%
CWP
1817
CFM Wealth Partners
Texas
$1.73M +$269K +549 +19%
PI
1818
Parkside Investments
Illinois
$1.73M +$686K +1,399 +70%
TFIPS
1819
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.73M
FW
1820
FullCircle Wealth
Texas
$1.73M +$1.51M +3,089 New
D
1821
Diversified
Delaware
$1.72M +$190K +388 +13%
CCG
1822
Catalina Capital Group
California
$1.72M +$173K +353 +12%
HAIM
1823
Hunter Associates Investment Management
Pennsylvania
$1.72M
CPIG
1824
Chicago Partners Investment Group
Illinois
$1.72M +$180K +368 +14%
AWA
1825
Alta Wealth Advisors
Massachusetts
$1.71M -$12.7K -26 -0.8%

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.