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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
MTC
1826
Matrix Trust Company
Colorado
$1.71M +$88.7K +181 +6%
ZIG
1827
Zullo Investment Group
Pennsylvania
$1.71M +$40.7K +83 +3%
APA
1828
Astoria Portfolio Advisors
New York
$1.71M +$115K +235 +8%
DWM
1829
Defined Wealth Management
Oregon
$1.7M +$7.35K +15 +0.5%
CIG
1830
Cullen Investment Group
Louisiana
$1.7M +$32.8K +67 +2%
TIA
1831
Trust Investment Advisors
Indiana
$1.7M -$4.41K -9 -0.3%
IIC
1832
Ironwood Investment Counsel
Arizona
$1.69M -$81.9K -167 -5%
SSA
1833
Sierra Summit Advisors
Nevada
$1.69M -$5.24M -10,693 -76%
PCP
1834
Proficio Capital Partners
Massachusetts
$1.69M -$141K -287 -8%
PIA
1835
Pinion Investment Advisors
Kansas
$1.68M +$59.8K +122 +4%
MCI
1836
MRP Capital Investments
Georgia
$1.68M -$225K -460 -12%
PBT
1837
Pictet Bank & Trust
Bahamas
$1.68M -$73.5K -150 -4%
CPR
1838
CSU Producer Resources
Ohio
$1.68M
KFA
1839
Kelleher Financial Advisors
New York
$1.67M +$34.3K +70 +2%
IFWM
1840
Institute for Wealth Management
Colorado
$1.67M +$45.6K +93 +3%
BIA
1841
Benchmark Investment Advisors
Illinois
$1.67M +$120K +245 +8%
LTAS
1842
Linden Thomas Advisory Services
North Carolina
$1.66M +$258K +526 +19%
ACP
1843
Aviance Capital Partners
Florida
$1.65M -$256K -522 -14%
AO
1844
Advisor OS
Illinois
$1.65M -$73K -149 -4%
BEI
1845
Benjamin Edwards Inc
Missouri
$1.65M -$218K -445 -12%
LFA
1846
Laraway Financial Advisors
Minnesota
$1.64M +$980 +2 +0.1%
UW
1847
Unique Wealth
Florida
$1.64M +$178K +364 +13%
OFS
1848
OneAscent Financial Services
Alabama
$1.64M -$34.3K -70 -2%
III
1849
Independent Investors Inc
New York
$1.64M -$159K -325 -9%
BWM
1850
Buckley Wealth Management
Nevada
$1.64M -$22.5K -46 -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.