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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
SHGA
2026
Sand Hill Global Advisors
California
$1.23M -$17.6K -36 -1%
BCG
2027
Breakwater Capital Group
New Jersey
$1.23M -$19.1K -39 -2%
JGGDR
2028
JGP Global Gestao de Recursos
Brazil
$1.22M -$14.2K -29 -1%
SHFA
2029
SC&H Financial Advisors
Maryland
$1.22M +$980 +2 +0.1%
C
2030
Certuity
Florida
$1.21M -$189K -385 -14%
RFS
2031
Richardson Financial Services
Massachusetts
$1.21M -$111K -226 -9%
CIC
2032
Crawford Investment Counsel
Georgia
$1.21M -$192K -391 -14%
WMA
2033
West Michigan Advisors
Michigan
$1.21M -$4.9K -10 -0.4%
LIG
2034
Lokken Investment Group
Delaware
$1.21M -$693K -1,413 -37%
MA
2035
Modus Advisors
Minnesota
$1.2M +$539K +1,100 +87%
MW
2036
MBL Wealth
North Carolina
$1.2M -$82.8K -169 -7%
CNB
2037
Camden National Bank
Maine
$1.2M +$340K +694 +42%
MCWA
2038
Meadow Creek Wealth Advisors
Georgia
$1.2M +$69.1K +141 +6%
CPA
2039
Cardiff Park Advisors
California
$1.2M +$1.47K +3 +0.1%
CF
2040
Clarity Financial
Texas
$1.2M -$17.5M -35,788 -94%
RWM
2041
RKL Wealth Management
Pennsylvania
$1.2M +$29.4K +60 +3%
SOAMC
2042
Spirit of America Management Corp
New York
$1.2M
HB
2043
HTLF Bank
Colorado
$1.19M +$5.39K +11 +0.5%
GWCM
2044
Godshalk Welsh Capital Management
Pennsylvania
$1.19M
RL
2045
Rogco LP
Oklahoma
$1.19M -$134K -273 -10%
CBT
2046
CoreFirst Bank & Trust
Kansas
$1.19M -$1.47K -3 -0.1%
ETIA
2047
Epic Trust Investment Advisors
Washington
$1.18M +$87.2K +178 +8%
MBT
2048
Montecito Bank & Trust
California
$1.18M -$11.3K -23 -1%
IIM
2049
InTrack Investment Management
Vermont
$1.18M -$51K -104 -4%
BA
2050
Bluesphere Advisors
Pennsylvania
$1.18M -$39.2K -80 -3%

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.