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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
BBNA
2001
Bremer Bank National Association
Minnesota
$1.27M -$36.3K -74 -3%
SAM
2002
Strategy Asset Managers
California
$1.27M -$3.49M -7,127 -73%
CG
2003
CFO4Life Group
Texas
$1.27M +$31.9K +65 +3%
CFLC
2004
California First Leasing Corp
California
$1.27M
PWP
2005
Phillips Wealth Planners
Mississippi
$1.27M +$32.3K +66 +3%
LIA
2006
LS Investment Advisors
Michigan
$1.27M -$635K -1,295 -34%
FCA
2007
FinTrust Capital Advisors
South Carolina
$1.27M -$262K -534 -18%
PWM
2008
Prentice Wealth Management
New York
$1.26M +$1.47K +3 +0.1%
LA
2009
LVW Advisors
New York
$1.25M +$180K +367 +18%
SCM
2010
Semanteon Capital Management
Massachusetts
$1.25M +$1.21M +2,462 New
NHC
2011
Nicholas Hoffman & Company
Georgia
$1.25M -$9.31K -19 -0.8%
FCB
2012
First County Bank
Connecticut
$1.25M -$116K -236 -9%
MIM
2013
Moseley Investment Management
Florida
$1.25M +$14.7K +30 +1%
CG
2014
Clarus Group
Texas
$1.24M +$433K +884 +57%
PMFA
2015
Plante Moran Financial Advisors
Michigan
$1.24M +$21.6K +44 +2%
ACMA
2016
Arbor Capital Management (Alaska)
Alaska
$1.24M -$47.1K -96 -4%
CFO
2017
Callan Family Office
Pennsylvania
$1.24M +$388K +791 +48%
LFP
2018
Leeward Financial Partners
Washington
$1.24M -$3.38M -6,901 -74%
RP
2019
Riverwater Partners
Wisconsin
$1.24M -$26K -53 -2%
OP
2020
ORG Partners
Indiana
$1.23M +$1.15M +2,338 +1,538%
CCA
2021
Childress Capital Advisors
Texas
$1.23M +$124K +254 +12%
OL
2022
OneFund LLC
Florida
$1.23M +$10.8K +22 +0.9%
CWA
2023
Cornerstone Wealth Advisors
Minnesota
$1.23M +$16.2K +33 +1%
FC
2024
Forte Capital
New York
$1.23M -$1.96K -4 -0.2%
SW
2025
StrongBox Wealth
Missouri
$1.23M -$678K -1,384 -36%

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.