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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
WWP
1976
WR Wealth Planners
Missouri
$1.32M +$29.9K +61 +2%
HGERS
1977
Householder Group Estate & Retirement Specialist
Arizona
$1.32M -$85.3K -174 -6%
NB
1978
Nicolet Bankshares
Wisconsin
$1.32M -$62.7K -128 -5%
JSL
1979
JT Stratford LLC
Georgia
$1.32M -$1.34M -2,726 -51%
ESB
1980
Essex Savings Bank
Connecticut
$1.32M +$22.5K +46 +2%
MA
1981
MJP Associates
Connecticut
$1.32M +$45.6K +93 +4%
MA
1982
MCF Advisors
Kentucky
$1.31M +$40.2K +82 +3%
GWM
1983
Gitterman Wealth Management
New Jersey
$1.31M
ATC
1984
Adirondack Trust Company
New York
$1.31M -$1.96K -4 -0.2%
SP
1985
Stonebrook Private
Michigan
$1.31M -$127K -259 -9%
HBT
1986
Heartland Bank & Trust
Illinois
$1.31M -$473K -966 -27%
AWA
1987
Aletheian Wealth Advisors
Washington
$1.31M +$49K +100 +4%
NJIM
1988
Nabity-Jensen Investment Management
Nebraska
$1.31M +$3.92K +8 +0.3%
SCP
1989
Sivia Capital Partners
California
$1.3M -$28.4K -58 -2%
BHC
1990
Bowen Hanes & Co
Florida
$1.3M -$1.07M -2,175 -46%
EWM
1991
Evermay Wealth Management
Virginia
$1.3M -$10.8K -22 -0.9%
FFBTD
1992
First Financial Bank - Trust Division
Ohio
$1.29M -$143K -291 -10%
TPW
1993
Transatlantique Private Wealth
New York
$1.29M +$115K +234 +10%
AIC
1994
Archer Investment Corporation
Indiana
$1.28M +$407K +831 +49%
EFG
1995
Ethos Financial Group
Pennsylvania
$1.28M +$132K +270 +12%
SFWA
1996
Summit Financial Wealth Advisors
Louisiana
$1.28M
ACM
1997
Allred Capital Management
Texas
$1.28M +$82.8K +169 +7%
MWPCG
1998
Measured Wealth Private Client Group
New Hampshire
$1.28M -$35.3K -72 -3%
CIA
1999
Cladis Investment Advisory
Montana
$1.28M -$3.92K -8 -0.3%
QOP
2000
Quinn Opportunity Partners
Virginia
$1.27M +$1.23M +2,500 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.