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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
GSEP
1876
Golden State Equity Partners
California
$1.56M +$1.51M +3,072 New
MWS
1877
Maxwell Wealth Strategies
California
$1.56M +$3.43K +7 +0.2%
TSMHT
1878
Thurston Springer Miller Herd & Titak
Indiana
$1.56M +$1.5M +3,065 New
SJIM
1879
St. Johns Investment Management
Florida
$1.56M -$44.6K -91 -3%
WC
1880
Westhampton Capital
North Carolina
$1.56M +$7.35K +15 +0.5%
PG
1881
Prostatis Group
Maryland
$1.56M +$140K +286 +10%
CAG
1882
Crestwood Advisors Group
Massachusetts
$1.55M +$92.1K +188 +7%
YC
1883
Yarbrough Capital
Tennessee
$1.55M
BPAMU
1884
BTG Pactual Asset Management US
New York
$1.55M +$1.49M +3,036 New
FIC
1885
FCG Investment Company
Tennessee
$1.54M +$64.7K +132 +5%
LAM
1886
LECAP Asset Management
United Kingdom
$1.54M -$676K -1,379 -31%
FNWM
1887
Financial Network Wealth Management
Utah
$1.54M +$1.48M +3,021 New
TWM
1888
Tolleson Wealth Management
Texas
$1.53M +$23K +47 +2%
FFO
1889
Fiduciary Family Office
Florida
$1.53M -$569K -1,161 -28%
CC
1890
Callan Capital
California
$1.53M +$975K +1,990 +195%
PA
1891
PFW Advisors
Georgia
$1.53M -$110K -224 -7%
TRIA
1892
Trail Ridge Investment Advisors
Colorado
$1.53M +$168K +342 +13%
SACTSONJ
1893
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.53M
KLCM
1894
KG&L Capital Management
Louisiana
$1.53M +$68.6K +140 +5%
TIA
1895
Tiemann Investment Advisors
California
$1.52M -$29.4K -60 -2%
XF
1896
XML Financial
Maryland
$1.52M -$142K -290 -9%
RIA
1897
Regal Investment Advisors
Michigan
$1.52M -$62.2K -127 -4%
EWA
1898
EverSource Wealth Advisors
Alabama
$1.51M +$94.6K +193 +8%
LB
1899
Legacy Bridge
Iowa
$1.51M +$2.45K +5 +0.2%
KPP
1900
Kings Path Partners
Texas
$1.51M +$1.45M +2,962 New

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.