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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
AWE
1851
Avidian Wealth Enterprises
Texas
$1.63M +$393K +802 +34%
MMM
1852
Mendel Money Management
Illinois
$1.63M +$156K +319 +11%
MFC
1853
Mechanics Financial Corp
Ohio
$1.62M -$11.8K -24 -0.7%
MTIC
1854
Missouri Trust & Investment Company
Missouri
$1.62M -$25K -51 -2%
IAS
1855
Investment Advisory Services
Texas
$1.62M -$91.7K -187 -6%
NFA
1856
Northern Financial Advisors
Michigan
$1.61M -$79.9K -163 -5%
SIC
1857
Samalin Investment Counsel
New York
$1.61M +$130K +266 +9%
SWM
1858
SeaCrest Wealth Management
New York
$1.61M -$611K -1,246 -28%
BA
1859
Bellwether Advisors
Nebraska
$1.61M -$2.42M -4,941 -61%
IWA
1860
Invera Wealth Advisors
Oregon
$1.61M -$8.82K -18 -0.6%
AT
1861
Avalon Trust
New Mexico
$1.61M -$487K -993 -24%
MFP
1862
Meridian Financial Partners
Virginia
$1.61M +$62.2K +127 +5%
CG
1863
Corundum Group
Colorado
$1.6M +$430K +878 +39%
BAMG
1864
Brand Asset Management Group
Missouri
$1.6M -$14.7K -30 -0.9%
CFS
1865
CRA Financial Services
New Jersey
$1.59M +$1.47K +3 +0.1%
WIA
1866
Westbourne Investment Advisors
Maryland
$1.59M -$30.4K -62 -2%
GA
1867
GoalVest Advisory
New York
$1.59M +$8.82K +18 +0.6%
EIP
1868
Ellis Investment Partners
Pennsylvania
$1.59M +$173K +353 +13%
AAM
1869
AR Asset Management
California
$1.57M
AC
1870
Allstate Corporation
Illinois
$1.57M -$8.82K -18 -0.6%
HP
1871
Hilltop Partners
Indiana
$1.57M +$203K +415 +16%
PCP
1872
Pacific Capital Partners
$1.57M
FMWA
1873
Forvis Mazars Wealth Advisors
Missouri
$1.57M -$151K -308 -9%
ECG
1874
Edge Capital Group
Georgia
$1.57M +$2.45K +5 +0.2%
EI
1875
Ellevest Inc
New York
$1.57M -$15.2K -31 -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.