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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
ATWA
1951
Arbor Trust Wealth Advisors
Michigan
$1.38M +$73.5K +150 +6%
EHC
1952
Everett Harris & Co
California
$1.38M +$90.7K +185 +7%
CCAM
1953
Codex Capital Asset Management
Texas
$1.38M +$1.32M +2,700 New
LCM
1954
LVM Capital Management
Michigan
$1.37M
HWMA
1955
Heritage Wealth Management (Arizona)
Arizona
$1.37M -$137K -279 -9%
HFO
1956
Heritage Family Offices
Arizona
$1.37M +$1.32M +2,692 New
TF
1957
TLWM Financial
Texas
$1.37M +$15.7K +32 +1%
CIM
1958
Caldwell Investment Management
Ontario, Canada
$1.37M
WBCM
1959
Wilson & Boucher Capital Management
California
$1.36M
UCB
1960
United Community Bank
South Carolina
$1.36M -$651K -1,328 -33%
Financial Engines Advisors
1961
Financial Engines Advisors
California
$1.36M -$416K -849 -24%
EFSCE
1962
Enterprise Financial Services Corp (EFSC)
Missouri
$1.35M +$17.6K +36 +1%
SWM
1963
Sendero Wealth Management
Texas
$1.35M +$479K +978 +58%
IFS
1964
Ifrah Financial Services
Arkansas
$1.35M -$174K -354 -12%
OHWA
1965
Oak Hill Wealth Advisors
Virginia
$1.35M +$1.3M +2,648 New
GPA
1966
Garrison Point Advisors
California
$1.35M -$23K -47 -2%
TSW
1967
Three Seasons Wealth
Utah
$1.35M +$33.8K +69 +3%
WLIM
1968
White Lighthouse Investment Management
Massachusetts
$1.34M
AMCA
1969
Arthur M. Cohen & Associates
Illinois
$1.33M +$40.7K +83 +3%
ACA
1970
Atlas Capital Advisors
Wyoming
$1.33M -$19.6K -40 -2%
AWM
1971
Angeles Wealth Management
California
$1.33M +$209K +426 +20%
AA
1972
Alta Advisers
United Kingdom
$1.32M
MUAMU
1973
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.32M +$490K +1,000 +63%
HI
1974
Humankind Investments
New York
$1.32M -$255K -520 -17%
MWC
1975
MBM Wealth Consultants
Missouri
$1.32M +$138K +281 +12%

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.