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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
BOS
1926
Bank of Stockton
California
$1.42M -$139K -284 -9%
WAG
1927
Wallace Advisory Group
California
$1.42M +$14.2K +29 +1%
MWA
1928
Midland Wealth Advisors
Illinois
$1.42M -$167K -340 -11%
AR
1929
Apeiron RIA
Texas
$1.41M +$45.6K +93 +3%
GWP
1930
Gen-Wealth Partners
Michigan
$1.41M +$77.4K +158 +6%
WIM
1931
Westside Investment Management
California
$1.41M +$384K +784 +40%
SS
1932
Sunbelt Securities
Texas
$1.41M -$360K -734 -21%
CH
1933
Cromwell Holdings
Wyoming
$1.41M +$1.36M +2,765 New
EFL
1934
ERn Financial LLC
Wisconsin
$1.41M -$10.8K -22 -0.8%
S
1935
Sunpointe
Missouri
$1.41M +$48K +98 +4%
GWA
1936
Gratus Wealth Advisors
Virginia
$1.4M -$51.5K -105 -4%
KIC
1937
Kensington Investment Counsel
California
$1.4M +$3.92K +8 +0.3%
SSWM
1938
Smith Salley Wealth Management
North Carolina
$1.4M +$214K +436 +19%
SIAG
1939
Safeguard Investment Advisory Group
California
$1.4M +$252K +515 +23%
PIA
1940
Perennial Investment Advisors
California
$1.4M +$4.9K +10 +0.4%
SPWG
1941
Syntegra Private Wealth Group
Missouri
$1.4M +$18.1K +37 +1%
CB
1942
Cadence Bank
Mississippi
$1.4M -$2.94K -6 -0.2%
CCS
1943
Concentric Capital Strategies
Connecticut
$1.4M +$1.34M +2,742 New
LF
1944
Lee Financial
Texas
$1.39M -$167K -340 -11%
BB
1945
Burford Brothers
Texas
$1.39M +$91.7K +187 +7%
CFG
1946
Cooper Financial Group
California
$1.39M +$241K +492 +22%
AI
1947
AXS Investments
New York
$1.39M -$1.49M -3,042 -53%
ICM
1948
Islay Capital Management
Texas
$1.39M +$197K +402 +17%
BIM
1949
Baldwin Investment Management
Pennsylvania
$1.39M -$52.4K -107 -4%
IP
1950
Investment Partners
Ohio
$1.39M +$48K +98 +4%

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.